Test a use case

Test a use case with a sample document to verify how well it extracts and processes information. Upload a document from a record or your device, then review the test outputs before saving your results.

Before you begin

Role required: DocIntel Admin [sn_docintel.admin] or DocIntel Manager [sn_docintel.manager]

Procedure

1. Select Test a new document.
2. Select a document:

   Table 1. Document upload options

   Option	Description
   Upload from record	Select Upload from record. Enter search criteria in the search field. Select a record from the list. This option appears only when a target table is selected for the use case.
   Upload from this device	Select Upload from this device. Select Add file. Select a file and select Open. Select Upload.

3. Select Continue.
   Tip:

   Select the Open in a new tab button () to view the document in a larger workspace on a separate browser tab.
   The Test Outputs screen appears.
4. Review the performance of the skill for the test document.
5. Select Save and continue.

What to do next

1. Add integration
2. Review and activate