Automatic Document Typing/Classification

Some Finance Sources have opted for automated document classification to further streamline their funding process. The software uses Optical Character Recognition (OCR) to read information on the document to determine the document type.

• The automatic selection of the Document Type saves time and decreases user error  
• The RouteOne system will detect if multiple documents exist within a single file, and it will automatically split the file into multiple, distinct document files.
• Providing finance sources with document type information facilitates the processing of contract packages and contributes to faster funding.

From the Contract Package page, begin uploading documents by either scanning with a mobile device, dragging and dropping files, or clicking to upload them.

Upon uploading the documents, the RouteOne system will make a call to the Optical Character Recognition (OCR) software. 

The ‘spinner’ will indicate documents are being uploaded. 

You will also see the text, ‘Please wait while we identify the documents.’

The text, ‘Please wait while we identify the documents’ will only display when you contract with Finance Sources that have opted for automated document classification.  

Important: If multiple document types are included in a single PDF, or if multiple individual documents are uploaded, it can take up to 90 seconds for the system to identify the document types, and/or split the file into multiple distinct document files. During this time, the spinner will remain on the page while this processing occurs.

Once this processing is complete, you can continue your workflow.

Uploading a single document with multiple unique documents in the file will increase the processing time, as the system will need to identify the Document Types and split the file into multiple, distinct document files. 
Uploading distinct files from the outset instead of combined files will decrease processing time.  

Important: Because the system will now split combined files into their distinct unique document files, you will not be able to use signature templates that you may have previously created with multiple documents in them. You will need to create a signature template for each separate document.  

Once RouteOne has received the response from the Optical Character Recognition (OCR) software, the document types will be pre-selected for you. 

In the example below, a single PDF file was uploaded, and the OCR software determined there were 6 unique documents within the file. 

As a result, the file was split into 6 unique PDF files, with the Document Type automatically pre-selected for each file.

When the Document Type cannot be determined, ‘Other’ will be automatically pre-selected by default.

The Optical Character Recognition (OCR) software is a learning-based system. Some documents may initially be identified as an “Other” Document Type while the software learns to recognize the document. RouteOne will be monitoring this and training the model accordingly.

You are not required to make a Document Type selection. The ‘Alerts and Instructions’ section at the top of the page will prompt you to make a selection, but it will not stop you from proceeding. 
You can continue on to the Review step, draw signature fields, print documents, and complete other workflow processes.