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Create a DocAI solution

Use the procedure in this topic to create a DocAI solution where you can add document types, configure field extraction, and enable other user operations.

Before you begin

Before you create a DocAI solution, verify the following steps are complete.

Procedure

  1. Open DocAI Studio.
  2. For your first DocAI solution, select Create new solution on the DocAI solutions page.
    Otherwise, select New to create another DocAI solution.
  3. In the New solution window, set the following settings:

    Solution name

    Enter a unique and description name for your DocAI solution.

    • Names can have a maximum of 40 characters.

    • This name is also used for processes created and forms generated with this DocAI solution.

    • If the given solution name already exists, an error is displayed.

    • If an existing item, such as a form group, has the same name as the solution, you can either change the name of the current item or rename the existing solution and republish.

    • If you rename a solution after it is published, the existing items, including the associated process, are updated with the new name.

    Processing mode

    Select how your solution is processed. Select from the following values:

    • Folder: Documents are scanned in a batch. (Default)

    • Document: Single documents are scanned one at a time to process documents independently. Rescan replaces the document with a new document.

      When you process single documents, settings related to document separation and multiple document export are disabled.

    Enable generative AI classification

    Set this setting to Yes to use generative AI classification when trainable classification fails. (Default: No)

    Each of these settings are editable on the Settings menu.

  4. Select Create solution.

    Your newly added solution is displayed for configuration.

Next steps

More info