Complete a document task

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

Before you begin

Role required: sn_docintel.extraction_agent

Procedure

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. The Is Processed field for the PO-1 task is true, which 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.

   Figure 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.

   Figure 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.