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.

Configure import settings
Create a DocAI solution
Configure classification
Optional. Configure trainable separation
 Configure documents as follows:
1. Add document types:
  - Add a configurable document type
  - Add a predefined document type
    
    The Tungsten Document Library requires a license for use in production. Refer to the Tungsten Document Library Help for a list of supported document types and their required license.
2. Upload training documents
3. Upload test documents
4. Test classification
 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 configurable and predefined document types, if needed, do one or more of the following:
4. Test field extraction
5. Enable extraction accuracy
  - Include test documents in extraction accuracy calculations
  - Extraction accuracy results
    - Calculate solution accuracy
    - Calculate document type accuracy
 Configure steps as follows:
 Configure settings as follows:
1. Configure processing settings
2. Configure import channels using one or more of the following:
3. Configure solution access
 Save your solution
 Publish your solution
 Customize a solution workflow
 Try your solution
 Close your solution