Create fields as part of your document classification use case. Document Intelligence uses fields to define the classes or categories to apply to documents.
Before you begin
Role required: sn_docintel.manager
Procedure
Navigate to All > Document Intelligence > Document Classification > Use Cases.
Select a use case in the list.
Go to the Fields tab and select New.
On the form, fill in the fields.
Table 1. Define a new field form
Field
Description
Display Name
The name for the class as it appears in the Document Intelligence workspace.
Use Case
The use case associated with this field (class) record.
Type
The type of field (for example, a text field or a check box option). Select text.
Active
Option to indicate whether the class is being used.
Select Submit.
Result
The system added the new class field to the Fields list associated with the use case.
Figure 1. Document classification use case with classes