Create a document class

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間:2分
  • Create fields as part of your document classification use case. Document Intelligence uses fields to define the classes or categories to apply to documents.

    重要:
    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.

    始める前に

    Role required: sn_docintel.manager

    手順

    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.
      表 : 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.

    タスクの結果

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

    図 : 1. Document classification use case with classes
    Document classification use case with classes