Document Intelligence workspace with Now Assist

Use the Document Intelligence workspace to review the generative AI predictions made by Now Assist for a document. You can also flag fields and identify missing information in the document.

Overview of the Document Intelligence workspace with Now Assist

The Document Intelligence workspace provides document management features that enable you to quickly review and process document. With the Document Intelligence workspace, you can:

• Efficiently review the generative AI recommendations and confirm your document's extracted text.
• Review generative AI’s answers to predefined questions to derive key information from your document.
• Flag fields, identify missing fields, and review pending fields.

Layout of the Document Intelligence workspace

The following illustration shows the Document Intelligence workspace. The workspace includes the following areas:

• 1 - Thumbnail panel
• 2 - Document image panel
• 3 - Document controls
• 4 - Document fields panel
• 5 - Table panel

Figure 1. Document Intelligence workspace

Thumbnail panel

In the thumbnail panel of the workspace, you can select one page from a multiple-page document. The selected page is displayed in the document image panel. Selecting a page does not affect what is displayed in the document fields panel.

Document image panel

The document image panel displays the page selected in the thumbnail panel.

If Now Assist can detect the source of its prediction in the document, it will highlight it in the document image panel when you select a field to review.

Document controls

When you are reviewing a document for extraction, you can use various controls to maximize the viewing area, zoom, or focus on the areas that you need.

Document fields panel

The document fields panel enables you to open items for review, including viewing the generative AI recommendations. You can also flag fields or mark fields as missing in the document.

Note:

An asterisk indicates a required field.

Table panel

The table panel enables you to open table rows for review, including viewing the generative AI recommendations. You can also flag fields or mark fields as missing in the document. Additional table controls allow you to insert rows and resize columns as needed.

Note:

An asterisk in the column heading indicates a required field.