Set up Document Intelligence
- UpdatedJan 30, 2025
- 2 minutes to read
- Yokohama
- AI Experiences
Review the following information before you start setting up Document Intelligence.
Setup task | Description |
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Verify that the ServiceNow core applications or plugins that are required to support Document Intelligence are installed and activated. | Verify that the following applications or plugins are installed and activated from the ServiceNow Store. When you activate the first plugin, its dependent plugins are activated automatically. If not installed, install and activate one application at a time in the following order to
ensure a smooth implementation.
|
(Optional) Install the Document Intelligence Admin application for an improved user experience for process owners to set up, configure, and monitor their document extraction solutions. |
Install the Document Intelligence Admin application from the ServiceNow® Store. Review the listing for information on dependencies, licensing or subscription requirements, and release compatibility. Key features of the application include:
|
Verify that you’ve assigned the required ServiceNow AI Platform roles. | The following roles are used across the Document Intelligence features:
|
Domain separation |
Review the domain separation topic information if you intend to separate data, processes, and administrative tasks. |
Verify that file extensions required to support Document Intelligence are included in any glide.attachment.extensions system property customizations. |
The glide.attachment.extensions system property is empty by default. When customizing it, ensure that the following file extensions are included:
For more information, see Restrict attachment file extensions. |
Copy any use cases needed to support your Document Intelligence implementation. | Follow the steps in Duplicate a document extraction use case to copy a use case along with its fields, field groups, integrations, flows, and all the related machine learning (ML) models. |
Import any use cases needed to support your Document Intelligence implementation. | Follow the steps in Import a document extraction use case to import a use case along with its fields, field groups, integrations, flows, and all the related machine learning (ML) models. |