Duplicate a document extraction use case

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read
  • Make a copy of a use case to save time when you want to create a new use case that shares a similar structure to another.

    Before you begin

    Role required: sn_docintel.manager

    About this task

    Follow these steps to create a copy of a use case along with its fields, field groups, integrations, flows, and all related machine learning (ML) models.

    Procedure

    1. Navigate to All > Document Intelligence > Document Data Extraction Administration > Use Cases.
    2. In the list, select the display name of the use case that you want to copy.

      List of data extraction use cases.

    3. On the use case screen, select the Duplicate this use case icon (Duplicate this use case icon).
    4. In the Duplicate use case box, type a name for the new use case.

      Duplicate use case modal.

    5. Select Duplicate.

    Result

    The duplicated use case is displayed in the use cases list.