DocAI ribbon

After opening a DocAI solution, a ribbon is displayed at the top of the screen. The following menus are available, depending on the state of your solution.

Icon

Menu name

Description

Documents

Add document types and upload training and test documents for the various document types.

Fields

Enable extraction and then configure field extraction for your documents.

Steps

Define the various user operation steps needed for your DocAI solution.

Settings

Configure your solution settings.

Workflow

This setting is displayed for published projects only.

Customize a solution workflow.

Save

Save the project.

Publish

Publish the project.

Try

Open the App List so you can try your solution.

This setting is displayed for published projects only.

Close

Close the project. If there are unsaved changes, you are prompted to save them.

If any tabs in a DocAI solution are incomplete, a red circle appears above their icon. You cannot publish the solution until all issues are resolved and the red circle is cleared.