Configure Document Intelligence settings

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

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

    Before you begin

    Role required: sn_docintel.admin, sn_docintel.manager, or admin

    Procedure

    1. Navigate to All > Document Intelligence > Document Data Extraction Administration > Settings.
    2. Adjust the settings as desired.
      Note:
      The following settings only apply to document extraction features.
      DocIntel settings
      Setting Description
      Exact match option

      Select Auto-sync to enable the exact match option. This lets the user select an icon to view only the recommendations that match exactly what they type.
      Candidate score

      Select Auto-sync to make confidence scores visible next to each recommendation.

      For more information, see Confidence scores.
      Side panels

      Select the location of the navigation panel and document fields panel.
      Default width of the extraction panel

      Enter the default width of the document fields (extraction) panel in pixels.
      Default width of the thumbnail panel

      Enter the default width of the navigation (thumbnail) panel in pixels.
      Default document fit for the image panel

      Select how to display the document in the document (image) panel.