Configure data extraction modes

  • Release version: Yokohama
  • Updated July 31, 2025
  • 1 minute to read

    • Configure the extraction modes for use cases to define how Document Intelligence extracts fields from documents.

    Before you begin

    Role required: sn_docintel.manager

    Procedure

    1. Navigate to All > Now Assist Admin > Skills to access the Now Assist skills tab of the Now Assist Admin console.
    2. Select > Finance and Supply Chain > Accounts Payable Operations > Invoice data extraction to view the skills for the APO features.
    3. Select the Invoice Processing - Gen AI use case.
    4. Select the settings docintel settings icon.
    5. Select the extraction mode for the use case Accounts Payable Operations.Extraction mode
    6. Adjust the DocIntel full automation mode.
      • When Full automation mode is turned on, DocIntel automatically completes and submits the document task. The required values or fields in the invoice document are auto-filled or identified as missing in the document. If there are no fields defined as required for the document task, then DocIntel automatically completes and submits the document task.
      • When you turn on the Any required field is missing in the document, the agent will be prompted to review the fields.
    7. Select Save.
      The data extraction mode for use cases using Document Intelligence is configured.