The new Document Intelligence Admin application lets you set up your use cases even faster and with more guidance.

This guide will walk through the steps to set up Document Intelligence using the Document Intelligence Admin application.

By the end of this guide, you’ll be:

• familiar with the new Admin application
• able to create use cases, configure fields and process Document tasks
• able to locate and change the settings

Gather a few examples of documents to process, and let’s get started!

Follow this link to go back to the Quick Start Guide.

To use Document Intelligence Admin, start by installing the Document Intelligence Admin plugin (sn_docintel_admin).

A note if you were using Document Intelligence before v2.3, the terminology has changed:

Task definition ⇒ Use case Key ⇒ Field Key group ⇒ Group Extraction task ⇒ Document task

Extracted value ⇒ Field value

The Admin Home can be accessed from the navigation menu:

If you are setting up Document Intelligence for the first time, the Home screen will show a “Get started” button. When you have configured your first use case, the screen will show the performance over time of your use cases.

Once a use case is created, it can be configured in the Admin application. We start by defining the fields that we want to extract from the documents.

Define the properties of the field in the modal window.

Once the fields are configured, the Document tasks menu is available and we can start processing documents.

Attach a document to the Document task to start processing.

Once the task is ready for extraction, it can be opened in the Document Intelligence workspace.

You can review the settings by navigating to the Settings page from the use case:

	This is the end of the DocIntel Admin walk-through!

References

	Document Intelligence Administration

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