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Configure Document Intelligence using Now Assist for Accounts Payable Operations \(APO\) › Configure Now Assist for Accounts Payable Operations \(APO\) › Now Assist for APO › Accounts Payable Operations › Finance and Supply Chain
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure data extraction modes

Configure Document Intelligence extraction modes for invoice processing use cases to define how fields are extracted from invoice documents.

Before you begin

Role required: sn_docintel.manager

Procedure

  1. Navigate to All > Now Assist Admin > Features to access the Now Assist Features tab of the Now Assist Admin console.

  2. In the workflow group, select > Finance and Supply Chain > Invoice data extraction to view the skills for the APO features.

  3. Select the settings

Image omitted: icon-docintel-settings-gear.png
docintel settings icon.
  1. Select the extraction mode for the use caseAccounts Payable Operations.
Image omitted: settings-na.png
Extraction mode

  1. Adjust the DocIntel full automation mode.

    • When Full automation mode is turned on, DocIntel automatically completes and submits the document task. The required values or fields in the invoice document are auto-filled or identified as missing in the document. If there are no fields defined as required for the document task, then DocIntel automatically completes and submits the document task.
    • When you turn on the Any required field is missing in the document, the full automation mode is turned off and requires an agent review.
    • Select Save.

Result

Document Intelligence Data extraction mode is activated.