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Edit a DocAI solution

Use the procedure in this topic to modify a DocAI solution by adding additional document types, extraction fields, and other settings.

Before you begin

Before you edit a DocAI solution, verify that your solution is closed.

Procedure

  1. Depending on your licensing tier, the starting point for editing a solution differs.

    • For Standard licenses, the DocAI Studio home page displays the five most recently edited solutions on the Manage solutions card. However, for the purposes of these steps, select Manage solutions to view all solutions on the DocAI solutions page.

    • For enterprise licenses, all solutions are listed on the DocAI solutions page.

  2. On the DocAI solutions list, select the solution to modify. Alternatively, on the context menu, select Edit.

    The selected solution is opened and the Documents menu is displayed.

  3. Make changes as needed.
  4. Save the solution.

Next steps

  • If you are finished making changes, publish your solution.

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