Review document Q&As with Now Assist in Document Intelligence

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Use the Document Intelligence workspace to review the question and answer (Q&A) predictions provided by Now Assist in Document Intelligence.

    Before you begin

    Role required: sn_docintel.admin, sn_docintel.creation_agent, or sn_docintel.extraction_agent

    About this task

    Now Assist uses generative AI capabilities to provide answers to predefined questions about the document. Questions are defined by the Admin when configuring the Document Q&A use case. For more information, see Set up a use case for Now Assist in Document Intelligence.

    The Document Intelligence workspace provides features that enable you to quickly review answers and edit them as needed.

    With the Document Intelligence workspace, you can:
    • Review the answers generated by Now Assist and edit them for accuracy.
    • Identify missing answers.

    For more information, see Document Intelligence workspace with Now Assist.

    Procedure

    1. Open the Document Intelligence workspace to view the document and the predicted answers.
    2. In the document fields panel, select a question.

      The question’s review status is set to In progress.

      Collapse a side panel using the Collapse icon (Collapse icon.), if needed.

    3. Review the answer for accuracy.
      Note:
      The answer is a generative AI prediction based on the document text. Review the answer carefully to ensure it is accurate and correctly addresses the question.
    4. Optional: Take the appropriate action on the answer.
      OptionDescription
      Copy

      Select the Copy icon (Copy icon.) to copy the answer to your clipboard.
      Edit the generated answer
      To change the answer text, do the following:
      1. Select the Edit icon (Edit icon.).
      2. Edit the answer.
        • For a text answer, enter the information in the Answer box.
        • For a yes/no answer, select the appropriate option.
      3. Select Save.

        The question is marked as reviewed.
      Mark the answer as missing in the document
      If there is no text in the document to provide an answer, do the following:
      1. Select the Edit icon (Edit icon.).
      2. Select the Answer is missing in the document check box.
      3. Select Save.

      The answer is hidden. The question is marked as reviewed.
      Mark the answer as reviewed

      Select Mark as reviewed.

      If needed, select the Reviewed icon (Completed icon.) to mark the question as unreviewed.
    5. Select the next field and repeat steps 3 to 4.
    6. Select Submit.
      Note:
      Generative AI may not always produce accurate, complete, or appropriate information. It is important to review all answers for accuracy before submitting.

    Result

    The answers are saved. Empty answers are submitted with no values.