Add-on module required
You will only have access to the features described in this article if you have purchased the Classification Intelligence add-on module with your Records365 subscription.
To manage the Auto-Apply feature you need to be assigned to either the Application Administrator or Records Manager role in Records365.
Once you have successfully completed a training run in Records365, you will be able to view the record categories that Records365 has been trained on. A health indicator is shown for each record category that represents Records365’s ability to correctly identify content of that category. With this information in hand, you will be able to determine which record categories are suitable for automatically applying suggestions.
You can turn auto-apply ON/OFF for one or more record categories by performing the following steps:
Please consider the following when using Auto Apply:
There are new fields available for records that have been automatically classified by Records365 Classification Intelligence. These new fields are shown on the record details page when drilling down into individual records.