How to Allow Users to Submit Documents for Processing by Document Intelligence?

[Jo_o Pedro Mont]

I am seeking a solution to allow users to submit documents for processing by Document Intelligence. Currently, Document Intelligence is already configured to handle specific documents. However, I would like to streamline the process for users by enabling them to attach documents directly. I would like to know if there is a way to configure a record producer or another similar solution that allows users to attach documents for processing by Document Intelligence. Essentially, I am looking for a way to integrate the document submission capability of users with Document Intelligence, so that attached documents are automatically received and processed by the configured Document Intelligence system.

[VarunaS]

Hi Jo,

I see you're looking to streamline document submission for Document Intelligence. Let's break it down:

1. Understand Current Setup:

   • Confirm how Document Intelligence is configured to handle documents.
   • Identify any existing workflows or processes.

2. User Requirements:

   • Determine what users need in terms of document submission.
   • Clarify if users need to provide additional information along with the documents.

3. Explore Integration Options:

   • Research if configuring a Record Producer or similar solution can meet the requirement.
   • Investigate how attachments can integrate with Document Intelligence.

4. Configure Record Producer:

   • Set up a Record Producer in ServiceNow if suitable.
   • Design the form with fields for document attachments and necessary input.

5. Integration with Document Intelligence:

   • Determine how to automatically forward attached documents from ServiceNow to Document Intelligence.
   • Explore automation options for submission.

6. Testing and Validation:

   • Thoroughly test the process end-to-end.
   • Confirm documents submitted through the Record Producer are correctly processed by Document Intelligence.

7. User Training and Support:

   • Provide users with training on the new document submission process.
   • Address any questions or concerns during implementation.