Make a copy of a use case in Now Assist in Document Intelligence

Make a copy of a use case to save time when you need to create a new use case with a similar structure.

Before you begin

Role required: Admin, DocIntel Admin, DocIntel Manager

About this task

Follow these steps to create a copy of a use case along with its fields, tables, questions, integrations, and flows.

Procedure

1. Navigate to All > Now Assist Admin > Skills.

2. In the workflow list, select Platform.

3. In the Platform skills list, find the applicable document intelligence skill and select Edit in the options menu (

1. In the row of the use case you want to copy, select Make a copy in the options menu (

1. In the confirmation box, select Make a copy.

2. Select Continue.

3. Enter a name for the use case.

4. Select Make a copy.

Result

The duplicated use case appears in the use cases list.

What to do next

Edit the new use case to make any necessary changes and test it to make sure it functions properly.

For more information, see Edit a use case in 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

Edit a use case in Now Assist in Document Intelligence

Deactivate a use case in Now Assist in Document Intelligence

Delete a use case in Now Assist in Document Intelligence