Make a copy of a use case in Now Assist in Document Intelligence

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Make a copy of a use case to save time when you need to create a new use case with a similar structure.

    Before you begin

    Role required: Admin, DocIntel Admin, DocIntel Manager

    About this task

    Follow these steps to create a copy of a use case along with its fields, tables, questions, integrations, and flows.

    Procedure

    1. Navigate to All > Now Assist Admin > Skills.
    2. In the workflow list, select Platform.
    3. In the Platform skills list, find the applicable document intelligence skill and select Edit in the options menu ( Field options menu icon).
    4. In the row of the use case you want to copy, select Make a copy in the options menu (Field options menu icon).
    5. In the confirmation box, select Make a copy.
    6. Select Continue.
    7. Enter a name for the use case.
    8. Select Make a copy.

    Result

    The duplicated use case appears in the use cases list.

    What to do next

    Edit the new use case to make any necessary changes and test it to make sure it functions properly.

    For more information, see Edit a use case in Now Assist in Document Intelligence.