Tungsten AutomationDocAI Help
  • DocAI
    • DocAI license tiers
    • Access DocAI based on your license tier
  • DocAI user interface
    • Standard initial view
    • Advanced/Enterprise initial view
    • DocAI ribbon
  • DocAI solutions
    • DocAI solution sequence
    • Create a DocAI solution
    • Configure documents
      • Document types
        • Add a configurable document type
        • Add a predefined document type
      • Sample documents
        • Upload training documents
        • Upload test documents
      • Test classification
    • Configure fields
      • Left pane - document toolbar
      • Right pane - document viewer toolbar
      • Enable field extraction
      • Field extraction for configurable document types
        • Suggested fields
          • Extract a suggested field
        • Copilot Auto Extract fields
          • Guidelines for descriptions
          • Inferred or derived fields
          • Extract fields using Copilot Auto Extract
        • Lasso fields
          • Lasso fields for extraction
          • Lasso bar codes
      • Enable table detection
      • Improve field extraction using existing fields
      • Field extraction for predefined document types
      • Apply field formatting and validation to extraction fields
      • Test field extraction
      • Test table detection
    • Configure steps
      • Configure document review
      • Configure validation
      • Configure verification
      • Configure document rescan
      • Configure PDF generation
      • Configure document export
      • Configure document deletion
    • Solution settings
      • General, processing, and export settings
      • Configure import channels
        • Configure scan and file uploads
        • Use REST API for document import
        • Use Azure blob storage for document import
      • Configure solution access
    • Save your solution
    • Publish your solution
    • Customize a solution workflow
    • Try your solution
    • Close your solution
    • Manage DocAI solutions
      • Edit a DocAI solution
      • Delete a DocAI solution
      • Lock a DocAI solution
      • Unlock a DocAI solution
      • View associations with a DocAI solution
      • Export a DocAI solution
      • Import a package to your DocAI solution
      • Edit a DocAI solution in the TotalAgility Designer
 › DocAI solutions › Manage DocAI solutions

Manage DocAI solutions

After creating one or more DocAI solutions, there are several steps that you can perform to maintain them.

You can:

  • Edit a DocAI solution

  • Delete a DocAI solution

  • Lock a DocAI solution

  • Unlock a DocAI solution

  • View associations with a DocAI solution

  • Export a DocAI solution

  • Import a package to your DocAI solution

  • Edit a DocAI solution in the TotalAgility Designer

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