Process multiple Docs in DocIntel

[Getheswari]

Hello everyone,

I am new to ServiceNow and Document Intelligence.

Working on a use case where I need to extract the Fields from PDFs and use the extracted value in other application.

Hence attempting to use DocIntel (to extract the fields) and RPA Studio (to get the extracted values from table and process them via RPA Bot).

However, not sure about the way to integrate them. Below are queries related to it

1.Can we upload multiple documents in the source/Target Table for the flow designer to trigger it and get process all the documents and fill up the extracted fields in the Table?

2. Is it necessary to create new tables (custom tables) for every document we upload or we can use any one existing table for all the documents we upload in a Table (Currently don't have access to any of the available tables, please let me know the roles required to use tables as well)

3.  Is there a way we may use the extracted data ( from target tables) in another application (like putting into an excel spreadsheet or using any external files to store it or to store in any of the available RPA Hub components in ServiceNow (like Queues, Process parameters etc..) and use it with ServiceNow RPA Studio

Your suggestions are always appreciated...

[Loic1 · Accepted solution]

Hi @Getheswari,

Thanks for reaching out! These are all great questions. In case you haven't seen this, I recommend taking a look at this article to get an understanding of the high-level architecture for your use case.

Here are some answers to your questions:

1. You need to upload one document per task, i.e. one document per "Source/Target Table" record. This is needed for each document to have its own DocIntel extraction task.

Note that you could create your own (custom) tables and Flows to create multiple sub-tasks when there are multiple documents, this is just not something we provide OOB.

2. You don't have to use custom tables, but you need to make sure you have the fields (with the right type) to store the extracted value.

3. I don't know specifically how to do that with a RPA Bot but once the data is extracted and stored in a Now table, it is easy to create integrations (RPA, REST, Excel export etc.) to use that data in your applications.

Hope that helps.

Loic

[Getheswari]

Thanks a Lot @Loic1 for your quick response.

Will go-through the article and will try the possible solutions on RPA part. Will write back for any queries.

[Mohammad19]

1.Can we upload multiple documents in the source/Target Table for the flow designer to get process all the documents and fill up the extracted fields in the Table?

2. Is it necessary to create new tables for every document or we can use any existing table? (Currently don't have access to any of the available tales, please let me know the roles required to use tables as well)

3.  is there a way we may use the extracted data( from target tables) in another application (perhaps putting into an excel spreadsheet or using any external files to store it and use it with ServiceNow RPA Studio).

I want to know about the above statement pls help me out.

[Mohammad19]

I can't populate the field with the existing table when creating a new one. The fields are automatically populated not with the existing table.

please help me out with this problem