Configuring Document Intelligence

Activate Document Intelligence on your instance and get started with basic configuration.

1. Install and configure Document Intelligence.
   • Set up Document Intelligence.

     Review important information before you start setting up Document Intelligence.

   • Install Document Intelligence.

     For the best configuration experience for document extraction use cases, install the Document Intelligence Admin application.

   • Upgrade to Document Intelligence 3.0 or later from version 2.4 or earlier.

     Document Intelligence 3.0 or later includes an updated database schema to support its transition from a scoped application to a ServiceNow AI Platform plugin.

   • Configure Document Intelligence settings.

     Use general settings to control how Document Intelligence displays information to users.

2. Configure Document Intelligence use cases.

   Set up Document Intelligence to process different types of documents by telling it what data you want to extract and what classes or categories you want to apply.

   • Set up document extraction use cases.

     Create extraction use cases, add fields and field groups, and configure data extraction modes to begin extracting data from your documents.

   • Manage document extraction use cases.

     Manage your Document Intelligence use cases to support your document extraction requirements.

   • Set up document classification use cases.

     Create classification use cases, add fields (classes), and train your use cases to begin classifying documents.

   • Manage document classification use cases

     Manage your Document Intelligence use cases to support your document classification requirements.