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Reclassify

Reclassify changes a document's classification: its document type, group, repository, path, and related metadata. Use it when a document was uploaded in the wrong place or with the wrong type.

Reclassify a document

  1. Open the document. See Document panel.
  2. Choose Reclassify.
  3. Choose the new type, group, or repository.
  4. Review the new path and metadata form.
  5. Confirm.

The form only offers combinations that are valid for your permissions and for the upload restrictions that apply to you.

What can change

  • document type and group;
  • repository and folder path;
  • metadata values required by the new type.

Permissions

Reclassification requires documento:reclasificar. Upload restrictions can block a target classification even when you have the permission.

Path and metadata change

Reclassification can move the document and change its metadata. Review the target path before you confirm.