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.
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Icon |
Menu name |
Description |
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Documents |
Add document types and upload training and test documents for the various document types. |
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Fields |
Enable extraction and then configure field extraction for your documents. |
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Steps |
Define the various user operation steps needed for your DocAI solution. |
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Settings |
Configure your solution settings. |
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Workflow |
This setting is displayed for published projects only. Customize a solution workflow. |
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Save |
Save the project. |
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Publish |
Publish the project. |
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Try |
Open the App List so you can try your solution. This setting is displayed for published projects only. |
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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.
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