Edit a use case in Now Assist in Document Intelligence
Edit a use case to change the name, fields, tables, questions, and integrations.
Before you begin
Role required: Admin, DocIntel Admin, DocIntel Manager
About this task
Follow these steps to edit a use case along with its fields, tables, questions, integrations, and flows.
Use cases marked as read-only can’t be edited. However, you can make a copy of a read-only use case that is editable. For more information, see Make a copy of a use case in Now Assist in Document Intelligence.
Procedure
Navigate to All > Now Assist Admin > Skills.
In the workflow list, select Platform.
In the Platform skills list, find the applicable document intelligence skill and select Edit in the options menu (
Field options menu icon\).
- In the row of the use case you want to edit, select Edit in the options menu (
Field options menu icon\).
Make changes as needed.
For more information on use case setup, see Set up a use case for Now Assist in Document Intelligence
Parent Topic:Configuring Now Assist in Document Intelligence
Related topics
Activate a Now Assist in Document Intelligence skill
Set up a use case for Now Assist in Document Intelligence
Turn on Full automation mode for a use case
Change the language models for a use case
Make a copy of a use case in Now Assist in Document Intelligence
Deactivate a use case in Now Assist in Document Intelligence