Create a document extraction use case

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

    • Create a use case record to define a document you want to process in Document Intelligence. For example, invoices or driving licenses.

    Before you begin

    Role required: sn_docintel.manager

    Procedure

    1. Navigate to All > Document Intelligence > Document Data Extraction Administration > Use Cases.
    2. Select New use case.
    3. Enter a name for the use case.
    4. Select a target table to store the document processing results for this use case.
    5. Optional: Change the language model used to support document extraction.
      For more information, see Languages supported by Document Intelligence.
    6. Select Save.

    What to do next

    After creating a use case, finish setting it up by adding fields and configuring the data extraction modes.