Complete a document task

After the document task processing is finished, complete the task by providing input or review to train the AI.

중요사항:

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.

시작하기 전에

Role required: sn_docintel.extraction_agent

프로시저

1. Do one of the following:
   • To complete a document task for document data extraction, navigate to All > Document Intelligence > Document Data Extraction > Document Tasks.
   • To complete a document task for document classification, navigate to All > Document Intelligence > Document Classification > Document Tasks.
2. Review the document task list and ensure that the document task's Is Processed field is set to true.

   The following image shows the list of document tasks. If the Is Processed field for a task is true, that indicates that the task has been processed and is available for user input.

   If the status appears as Setup, go to the document task record and select Process Task.

   그림 1. Document tasks list

   

3. Select the processed document task.
4. Select Show in DocIntel.
   The following image shows how to navigate to the Document Intelligence workspace for data extraction.

   그림 2. Navigating to the DocIntel workspace

   

   The Document Intelligence workspace opens in a new tab.
5. Use the Document Intelligence workspace to review the document fields and select the appropriate recommendations.

   Learn how to use the Document Intelligence workspace to extract fields.

   Learn how to use the Document Intelligence workspace to classify documents.

6. Select Submit to complete the document task.