Create a document extraction use case

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Create a use case record to define a document you want to process in Document Intelligence. For example, invoices or driving licenses.

    Wichtig:
    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.

    Vorbereitungen

    Role required: sn_docintel.manager

    Prozedur

    1. Navigate to All > Document Intelligence > Document Data Extraction Administration > Use Cases.
    2. Select New use case.
    3. Enter a name for the use case.
    4. Select a target table to store the document processing results for this use case.
    5. Wahlweise: Change the language model used to support document extraction.
      For more information, see Languages supported by Document Intelligence.
    6. Select Save.
    7. Wahlweise: Change the language model used to support document extraction.
      1. Navigate to All > Document Intelligence > Document Data Extraction > Use Cases.
      2. Select the new use case.
      3. Select a language model in the Document Config field.
        For more information, see Languages supported by Document Intelligence.

    Nächste Maßnahme

    After creating a use case, finish setting it up by adding fields and configuring the data extraction modes.