Configure data extraction modes

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Configure Document Intelligence extraction modes for invoice processing use cases to define how fields are extracted from invoice documents.

    Before you begin

    Role required: sn_docintel.manager

    Procedure

    1. Navigate to All > Now Assist Admin > Features to access the Now Assist Features tab of the Now Assist Admin console.
    2. In the workflow group, select > Finance and Supply Chain > Invoice data extraction to view the skills for the APO features.
    3. Select the settings docintel settings icon.
    4. Select the extraction mode for the use caseAccounts Payable Operations.Extraction mode
    5. Adjust the DocIntel full automation mode.
      • When Full automation mode is turned on, DocIntel automatically completes and submits the document task. The required values or fields in the invoice document are auto-filled or identified as missing in the document. If there are no fields defined as required for the document task, then DocIntel automatically completes and submits the document task.
      • When you turn on the Any required field is missing in the document, the full automation mode is turned off and requires an agent review.
    6. Select Save.

    Result

    Document Intelligence Data extraction mode is activated.