Create a document extraction use case

Create a use case record to define a document you want to process in Document Intelligence. For example, invoices or driving licenses.

Before you begin

Role required: sn_docintel.manager

Procedure

1. Navigate to All > Document Intelligence > Document Data Extraction Administration > Use Cases.
2. Select New use case.
3. Enter a name for the use case.
4. Select a target table to store the document processing results for this use case.
5. Select Save.

What to do next

After creating a use case, finish setting it up by adding fields and field groups and configuring the data extraction modes.