Documentation

Learn how to use ClassifyNow to automatically classify and secure your documents

Getting Started

ClassifyNow uses AI to automatically classify your documents based on their sensitivity level. Get started in three simple steps:

  1. Upload a document from the Documents page
  2. AI analyzes the content and applies classification rules
  3. Review the results and confidence scores

Documents

Uploading Documents

Click the "Upload Document" button on the Documents page. Supported formats include PDF, DOCX, TXT, and more. Files are securely stored in Google Cloud Storage.

Classification Status

Documents go through several states: Uploaded → Processing → Classified. The page auto-refreshes to show real-time progress.

Viewing Results

Click the arrow next to a classified document to see detailed justification, confidence scores, and which rules were applied.

Classification Levels

ClassifyNow comes with five standard classification levels by default. Organizations can customize these levels to match their specific security requirements and policies.

Default Classification Levels:

PUBLIC

Information intended for public distribution, such as marketing materials and press releases.

INTERNAL

Internal business communications, meeting notes, and standard operating procedures.

CONFIDENTIAL

Sensitive business information like financial data and strategic plans.

RESTRICTED

Highly sensitive data requiring strict access controls, such as customer PII and legal documents.

SECRET

Critical confidential information like trade secrets and encryption keys.

Customization: You can add, edit, or remove classification levels from the Classification page to match your organization's specific security framework and compliance requirements.

Classification Rules

Rules define the criteria for classifying documents. Each rule includes:

  • Name: A descriptive identifier for the rule
  • Description: What the rule detects and when it applies
  • Classification Level: The security level assigned when the rule matches

The AI uses semantic matching to evaluate rules against document content. You can view which rules were applied to each document in the classification details.

Organization Management

User Roles

Organizations support different user roles with varying permissions. Admins can invite new users, manage roles, and configure organization settings.

Multi-Organization Support

Users can belong to multiple organizations. Switch between organizations using the organization selector in the navigation.

API Reference

ClassifyNow provides a REST API for programmatic access:

POST /api/classifier/upload - Upload a document
GET /api/classifier/uploads - List all documents
DELETE /api/classifier/uploads/:id - Delete a document
GET /api/classification-levels - Get classification levels
GET /api/rules - List classification rules

All API requests require authentication using Firebase ID tokens in the Authorization header.

Need Help?

If you have questions or need assistance, our support team is here to help.

Contact Support