Make a copy of a use case in Now Assist in Document Intelligence

Make a copy of a use case to save time when you need to create a new use case with a similar structure.

Vorbereitungen

Role required: Admin, DocIntel Admin, DocIntel Manager

Warum und wann dieser Vorgang ausgeführt wird

Follow these steps to create a copy of a use case along with its fields, tables, questions, integrations, and flows.

Prozedur

1. Navigate to All > Now Assist Admin > Features > Skills.
2. In the workflow list, select Platform.
3. In the Document intelligence card, select View details.
4. In the Active skills list, select the skill to view the list of its use cases.In the Platform skills list, find the applicable document intelligence skill and select Edit in the options menu ( ).
5. In the row of the use case you want to copy, select Make a copy in the options menu ().
6. In the confirmation box, select Make a copy.
7. Select Continue.
8. Enter a name for the use case.
9. Select Make a copy.

Ergebnisse

The duplicated use case appears in the use cases list.

Nächste Maßnahme

Edit the new use case to make any necessary changes and test it to make sure it functions properly.

For more information, see Edit a use case in Now Assist in Document Intelligence.

Zugehörige Tasks

• Activate a Now Assist in Document Intelligence skill
• Set up a use case for Now Assist in Document Intelligence
• Turn on Full automation mode for a document extraction use case
• Change the large language model (LLM) language models for a use case
• Edit a use case in Now Assist in Document Intelligence
• Deactivate a use case in Now Assist in Document Intelligence
• Delete a use case in Now Assist in Document Intelligence