Extract document data with Now Assist in Document Intelligence

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Use the Document Intelligence workspace to review the information that was extracted from a document by Now Assist in Document Intelligence. You can also flag fields for follow-up and identify missing information in the document.

    Before you begin

    Role required: sn_docintel.admin, sn_docintel.creation_agent, or sn_docintel.extraction_agent

    About this task

    Now Assist uses generative AI capabilities to provide recommendations for the field values that were extracted from the document. The Document Intelligence workspace provides document management features that enable you to quickly review and process text extraction.

    With the Document Intelligence workspace, you can:
    • Efficiently review the Now Assist recommendations, and confirm your document's extracted text.
    • Flag fields, identify missing fields, and review pending fields.

    For more information, see Document Intelligence workspace with Now Assist.

    Procedure

    1. Open the Document Intelligence workspace to view the document and the extracted values.
    2. In the document fields panel, select a field.

      The field’s review status is set to In progress.

      If Now Assist can detect the source of its prediction in the document, it will highlight it in the document image panel.

      Collapse a side panel using the Collapse icon (Collapse icon.), if needed.

    3. Review the field for accuracy.
      Note:
      The field value is a generative AI prediction based on the document text. Review the field carefully to ensure it is accurate.
    4. Optional: Take the appropriate action on the field.

      For more information on extracting fields, see Extract fields using the Document Intelligence workspace.

      OptionDescription
      Edit the field

      To change the field value, type a new value in the field.
      Mark the field as missing in the document

      If you can’t find an appropriate match in the document, select Missing in the document in the field options menu. To undo, select the Edit icon (Edit icon.) in the field.
      Mark the field as reviewed

      The field will be marked as complete when you move to the next field.

      If needed, select the Reviewed icon (Completed icon.) to mark the field as unreviewed.
      Flag the field

      To flag the field for later attention, select Flag for follow-up in the field options menu (Field options menu icon).
    5. Select the next field and repeat steps 3 to 4.
    6. Select Submit.
      Note:
      Generative AI may not always produce accurate, complete, or appropriate information. It is important to review all fields for accuracy before submitting.

    Result

    The field values are saved. Empty fields are submitted with no values.