Manage Document AI Configurations

View Document AI Configuration Details

The details page for an Document AI configuration shows its runtime status, source, output data, and other information.

1. From App Launcher, select Data Cloud.
2. Click Process Content | Document AI.
3. Select an Document AI configuration and review the details.
4. To review the output schema, click Output.

Delete an Document AI Configuration

1. From App Launcher, select Data Cloud.
2. Click Process Content | Document AI.
3. Select the Document AI configuration that you want to delete.
4. From the object view, click Delete.

Rebuild a Search Index Configuration

If you create a document schema configuration, and it’s not properly processed, you can trigger a full rebuild of the configuration from the document schema list page or the object record view.

1. From App Launcher, select Data Cloud.
2. Click Process Content | Document AI.
3. Click the document schema configuration that you want to rebuild.
4. On the details page, select Rebuild.

Add a Document Schema Configuration to a Data Kit

In Data 360, add document schema configurations to a data kit to share functionality across users and environments.

1. Go to Data Cloud Setup.
2. In Tools, click Data Kits, and then click New.
3. Name the data kit and add an optional description, such as what it contains.
4. Click Save.
5. Under Document Schemas, click Add.
6. From the Add Document Schemas page, select document schema configurations to add to your data kit, and then click Next.
7. Click Save, and then click Publish.