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Import a package to your DocAI solution

Use the procedure in this topic to extend your DocAI solution by importing packages that can include one of more of the following:

  • PDF profiles to configure the PDF generation step.

  • Separation profiles for the Scan/File upload import channel.

  • Formatters for field configuration in extraction.

  • Business processes for sub-process activities.

  • Business rules for business rule activities.

  • Custom services for custom service activities.

  • Resources and groups for solution access and activity assignment.

  • Images for the application icon.

This same Import setting is available on the DocAI solutions page.

Before you begin

Before you import a package into a DocAI solution, verify that the following requirements are met.

  • You have an exported ZIP file for the package.

  • The ZIP is a valid DocAI solution.

  • You cannot import a solution if a DocAI solution with the same name or ID already exists with a newer version.

  • You cannot import a solution if a DocAI solution with the same name but with a different ID already exists. The solution name must be unique.

  • You cannot import a solution from the Tungsten TotalAgility Designer.

Procedure

  1. Open the DocAI solutions page.
  2. From the DocAI solutions toolbar, select Import.
  3. In the File Explorer window, browse to and select the ZIP to import and select Open.
  4. The system checks if it is a valid DocAI solution package. If the ZIP is valid, click Import.

    The ZIP is imported and its contents are available for use.

Next steps

  • Optional. Edit the newly imported DocAI solution.

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