Using Document Intelligence

Use document tasks to process documents for classification and data extraction in Document Intelligence.

In a document task, you upload the single or multi-page documents you want to process. Then DocIntel processes them by detecting and analyzing text in those documents and auto-filling or providing recommendations to populate the fields defined in the use case.

For document tasks that aren’t yet fully automated, training the DocIntel AI is an important part of achieving full automation.

Process document tasks in the following steps:

1. Create a document task.
   1. Create the task record.
   2. Process the document task.
2. Complete a document task.
   1. Use the Document Intelligence workspace to train the AI.
   2. Submit the document task.