Create a document class

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture
  • Create fields as part of your document classification use case. Document Intelligence uses fields to define the classes or categories to apply to documents.

    Important :
    Starting with the Zurich release, Document Intelligence is being prepared for future deprecation. It will be hidden and no longer activated on new instances but will continue to be supported. For details, see the Deprecation Process article [KB0867184] in the Now Support Knowledge Base. Instead, you can extract information from documents using the Now Assist in Document Intelligence application. For more information, see Now Assist in Document Intelligence.

    Avant de commencer

    Role required: sn_docintel.manager

    Procédure

    1. Navigate to All > Document Intelligence > Document Classification > Use Cases.
    2. Select a use case in the list.
    3. Go to the Fields tab and select New.
    4. On the form, fill in the fields.
      Tableau 1. Define a new field form
      Field Description
      Display Name

      The name for the class as it appears in the Document Intelligence workspace.

      Use Case

      The use case associated with this field (class) record.

      Type The type of field (for example, a text field or a check box option). Select text.
      Active

      Option to indicate whether the class is being used.

    5. Select Submit.

    Résultats

    The system added the new class field to the Fields list associated with the use case.

    Figure 1. Document classification use case with classes
    Document classification use case with classes