---
sourceDocument: Xanadu Enable AI
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/intelligent-experiences

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Enable AI

ft:clusterId :

    - platai

bundleId :

    - platai

workflow :

    - Platform


---

# Create a document task

# Create a document task {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create a document task and upload single or multi-page documents that are in JPEG, PNG, or PDF formats to start extracting text or classifying documents.

## Before you begin

Role required: sn_docintel.creation_agent

## About this task

These are the manual steps to create a document task. If you have integrations set up with other workflows, this task may be automated. See [Integrating Document Intelligence with other applications](https://servicenow-prod.fluidtopics.net/IBSH_LmBP0Vzje5m6JoVoA "Extend the capabilities of Document Intelligence to other ServiceNow applications. Other applications can take advantage of document classification and extraction using Document Intelligence.").

## Procedure

1. Do one of the following:
   * To create a document task for document data extraction, navigate to AllDocument IntelligenceDocument Data ExtractionCreate Document Task.
   * To create a document task for document classification, navigate to AllDocument IntelligenceDocument ClassificationCreate Document Task.
   {#upload-documents-for-extraction__choices_mqg_fsv_21c}
2. On the form, fill in the fields.  
   {#upload-documents-for-extraction__table_snw_4cg_vsb__entry__2}

   | Field | Description |
   |-|-|
   | Display Name | The name associated with this use case. For example, PO-1. |
   | Use Case | The use case created for this document type. |
   [Table 1. New document task record]

   {#upload-documents-for-extraction__table_snw_4cg_vsb}
3. Select the Manage Attachments icon and select the document you want to upload for processing.  
4. Select Process Task.  
   Document Intelligence analyzes the document and extracts data or classes for the fields defined in the use case.

## What to do next

Find the document task in the document tasks list. After the Is Processed field changes to True, Document Intelligence has completed the analysis of the document. You can proceed to [complete the document task](https://servicenow-prod.fluidtopics.net/qXtgUtiN41nsOpDrSnbtAg "After the document task processing is finished, complete the task by providing input or review to train the AI."), which helps train the AI through your input or review of the extracted fields.

*[\>]: and then