Set up Document Intelligence

  • Release version: Zurich
  • Updated July 31, 2025
  • 2 minutes to read
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    Summary of Set up Document Intelligence

    The Document Intelligence feature in ServiceNow is set for future deprecation starting with the Zurich release. While it will no longer be activated on new instances, it will still be supported. Customers are encouraged to transition to the Now Assist in Document Intelligence application for document data extraction.

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    Key Features

    • Core Application Requirements: Ensure the necessary ServiceNow core applications and plugins are installed, including Predictive Intelligence, Document Intelligence, and the Document Intelligence UIB Component.
    • Admin Application: Optionally, install the Document Intelligence Admin application for enhanced user experience, allowing easier configuration, monitoring, and performance checks of document extraction solutions.
    • Role Assignments: Assign required ServiceNow AI Platform roles, including admin, creation agent, extraction agent, manager, and viewer, to facilitate the use of Document Intelligence features.
    • Domain Separation: Review domain separation guidelines if applicable, to manage data and processes efficiently.
    • File Extensions: Customize the glide.attachment.extensions system property to include necessary file types (jpeg, jpg, png, pdf) for Document Intelligence support.

    Key Outcomes

    Following the checklist ensures a smooth implementation of Document Intelligence, enabling effective document data extraction and monitoring. Transitioning to the Now Assist application provides a future-proof solution, allowing customers to maintain document extraction capabilities without interruption.

    Review the following information before you start setting up Document Intelligence.

    Important:
    Starting with the Zurich release, Document Intelligence is being prepared for future deprecation. It will be hidden and no longer activated on new instances but will continue to be supported. For details, see the Deprecation Process article [KB0867184] in the Now Support Knowledge Base. Instead, you can extract information from documents using the Now Assist in Document Intelligence application. For more information, see Now Assist in Document Intelligence.
    Table 1. Checklist
    Setup task Description
    Verify that the ServiceNow core applications or plugins that are required to support Document Intelligence are installed and activated. Verify that the following applications or plugins are installed and activated from the ServiceNow Store. When you activate the first plugin, its dependent plugins are activated automatically. If not installed, install and activate one application at a time in the following order to ensure a smooth implementation.
    • Predictive Intelligence (com.glide.platform_ml)
    • Platform Document Intelligence (com.glide.platform_ml_di)
    • Document Intelligence UIB Component (sn_docintel_iframe)
    For more information, see Install Document Intelligence.
    (Optional) Install the Document Intelligence Admin application for an improved user experience for process owners to set up, configure, and monitor their document extraction solutions.

    Install the Document Intelligence Admin application from the ServiceNow® Store. Review the listing for information on dependencies, licensing or subscription requirements, and release compatibility.

    Key features of the application include:

    • Easily configure your document extraction solutions by defining what you want to extract from your documents.
    • Monitor the performance of your document extraction solutions and adjust the level of automation.
    Verify that you’ve assigned the required ServiceNow AI Platform roles. The following roles are used across the Document Intelligence features:
    • The administrator (admin) installs the application from the ServiceNow Store and assigns the roles.
    • sn_docintel.admin
    • sn_docintel.creation_agent
    • sn_docintel.extraction_agent
    • sn_docintel.manager
    • sn_docintel.viewer
    Domain separation

    Review the domain separation topic information if you intend to separate data, processes, and administrative tasks.

    See Domain separation and Document Intelligence.
    Verify that file extensions required to support Document Intelligence are included in any glide.attachment.extensions system property customizations.

    The glide.attachment.extensions system property is empty by default. When customizing it, ensure that the following file extensions are included:

    • jpeg
    • jpg
    • png
    • pdf

    For more information, see Restrict attachment file extensions.
    Copy any use cases needed to support your Document Intelligence implementation. Follow the steps in Duplicate a document extraction use case to copy a use case along with its fields, field groups, integrations, flows, and all the related machine learning (ML) models.
    Import any use cases needed to support your Document Intelligence implementation. Follow the steps in Import a document extraction use case to import a use case along with its fields, field groups, integrations, flows, and all the related machine learning (ML) models.