CaseScribe automatically classifies documents based on the VA file name and the content within each document. In most cases, this classification is accurate. However, if a document is misclassified or needs refinement, you can manually update its type and subtype at any time.
Correct document classification is important because different subtypes use different AI fact-extraction rules.
How Document Classification Works
When documents are uploaded, CaseScribe analyzes:
The VA file name
The document content
Using this information, the system assigns a document type and subtype. These classifications determine:
How the document appears in filters and searches
What facts the AI attempts to extract from the document
Reviewing Document Classifications
You can review document types and subtypes from multiple areas in CaseScribe.
1. Review from the Documents Tab
Open the Documents tab.
Use the Type filter to view documents grouped by classification.
Apply filters or sorting to quickly locate a specific document.
This view is useful for spotting patterns or inconsistencies across many documents.
2. Review from the Facts Tab
For a more detailed classification overview:
Open the Facts tab.
In the upper-right corner, click the Doc filter.
This view lists documents alphabetically and displays:
VA file number
Document type
Document subtype
It provides a quick way to audit document classifications at a glance.
3. Review from the Document Viewer
When you open a document in the PDF viewer:
The full VA file name is displayed
The document content is visible side by side
This makes it easy to confirm whether the assigned type and subtype match the actual document.
Editing a Document’s Type and Subtype
If you determine that a document was classified incorrectly, you can update it manually.
Example
A document may be classified as Correspondence, but after review, you determine it is actually Evidence, such as a Lay Statement.
Steps to Edit Classification
Locate the document in either the Documents tab or Facts tab.
Click the three-dot menu next to the document’s display name.
Select Edit.
Update the document’s:
Type
Subtype
To quickly find a subtype, begin typing its name (for example, “Lay Statement”).
(Optional) Set:
Document date
Background color for the document display name
Click Save.
The same edit options are available from both the Documents tab and the Facts tab.
Why Choosing the Correct Subtype Matters
Each document subtype in CaseScribe has custom AI fact-extraction rules designed specifically for that type of document.
Choosing the correct subtype helps:
Extract the most relevant facts
Improve accuracy and completeness
Reduce the need for manual corrections later
For example, evidence documents such as Lay Statements extract different information than administrative correspondence.
Summary
You can review and manage document classifications by:
Auditing classifications in the Documents and Facts tabs
Verifying classifications in the PDF viewer
Manually updating document types and subtypes when needed
Accurate document classification ensures CaseScribe’s AI extracts the most useful and relevant facts for your case.