Create a document class
Create fields as part of your document classification use case. Document Intelligence uses fields to define the classes or categories to apply to documents.
Important: Starting with the Zurich release, Document Intelligence is being prepared for future deprecation. It will be hidden and no longer activated on new instances but will continue to be supported. For details, see the Deprecation Process article [KB0867184] in the Now Support Knowledge Base. Instead, you can extract information from documents using the Now Assist in Document Intelligence application. For more information, see Now Assist in Document Intelligence.
Before you begin
Role required: sn_docintel.manager
Procedure
Navigate to All > Document Intelligence > Document Classification > Use Cases.
Select a use case in the list.
Go to the Fields tab and select New.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Display Name | The name for the class as it appears in the Document Intelligence workspace. |
| Use Case | The use case associated with this field \(class\) record. |
| Type | The type of field \(for example, a text field or a check box option\). Select text. |
| Active | Option to indicate whether the class is being used. |
- Select Submit.
Result
The system added the new class field to the Fields list associated with the use case.
Document classification use case with classes