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Import a package to an existing 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.

If you want to import an entire solution, see Import a solution.

The Import setting is available on the DocAI Studio menu and the DocAI solutions page.

Before you begin

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

  • You have an exported ZIP file for the package.

  • The ZIP is a valid DocAI Studio file.

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, select 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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