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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. Configure import settings
  2. Create a DocAI solution
  3. Configure classification
    1. Test classification
    2. Enable classification accuracy
    3. Calculate classification accuracy and view the results
  4. Optional. Configure trainable separation
  5. Manage documents as follows:
    1. Add document types:
    2. Upload training documents
    3. Upload test documents
    4. Test classification
  6. Configure fields as follows:
    1. Enable field extraction
    2. If you have a user-defined document type, add extraction fields using one or more of the following methods:
    3. For both user-defined and predefined document types, if needed, do one or more of the following:
    4. Test field extraction
    5. Enable extraction accuracy
  7. Configure steps as follows:
    1. Configure document conversion
    2. Configure document review
    3. Configure validation
    4. Configure verification
    5. Configure document rescan
    6. Configure PDF generation
    7. Configure document export
    8. Configure document deletion
  8. Configure settings as follows:
    1. Configure processing settings
    2. Configure import channels using one or more of the following:
    3. Configure solution access
  9. Save your solution
  10. Publish your solution
  11. Customize a solution workflow
  12. Try your solution
  13. Close your solution