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DocAI solution sequence

The order to create a solution is important. Some items must exist before you can proceed to the next task. Review the Before you begin and Next steps sections carefully to ensure that you do not skip a step.

The following sequence shows the best order to use to create a DocAI solution. Select each link for more information.

  1. Create a DocAI solution.
  2. Configure documents as follows:
    1. Add document types:
    2. Upload training documents.
    3. Upload test documents.
    4. Test classification.
  3. Configure fields as follows:
    1. Enable field extraction.
    2. If you have a configurable document type, add extraction fields using one or more of the following methods:
    3. For both configured and predefined document types, Apply field formatting and validation to extraction fields as needed.
    4. Test field extraction.
    5. Enable table detection.
    6. Test table detection.
  4. Configure steps as follows:
    1. Configure document review.
    2. Configure validation.
    3. Configure verification.
    4. Configure document rescan.
    5. Configure PDF generation.
    6. Configure document export.
    7. Configure document deletion.
  5. Configure Solution settings as follows:
    1. General, processing, and export settings.
    2. Configure import channels using one or more of the following:
    3. Configure solution access.
  6. Save your solution.
  7. Publish your solution.
  8. Customize a solution workflow.
  9. Try your solution.
  10. Close your solution.