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Create Document Types and Templates
Create document types for each type of document that you want to extract information from. For example, if you want to extract information from identity documents, create a document type that can be used for all identity documents. Create a template for each document type. Then, specify the objects and the object record types where you want to store the information extracted from the uploaded documents.
Required Editions
| Available in: Lightning Experience |
| Available in: Financial Services Cloud, Health Cloud, and Public Sector Solutions |
| Intelligent Form Reader is available for an additional cost with the Intelligent Form Reader add-on license. |
| User Permissions Needed | |
|---|---|
| To create document types and templates: | System Administrator profile |
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Create a document type.
- From Setup, in the Quick Find box, enter Document Type, and then select Document Type.
- Click New Document Type.
- Enter a label for the document type.
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Enter an API name for the document type.
The API name is automatically filled based on the label, and can be customized. Ensure that each document type has a unique API name.
- Ensure that the Is Active checkbox selected.
- Enter a description for the document type.
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If you’re creating a document type for identity documents, select Identity
Document as the form type.
Note After you create a document type with a form type, you can’t change the form type. - Save your changes.
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Create a template for each document type.
- From Setup, in the Quick Find box, enter Intelligent Form Reader, and then select Intelligent Form Reader.
- Click New Template.
- Enter a name for the template.
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Enter an API name for the template.
The API name is automatically filled based on the template name, and can be customized. Ensure that each template has a unique API name.
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Select the document type that you want to associate with the document.
If the template is to extract information from identity documents, select a document type that has the Identity Document form type.
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To upload the required document, click Upload File.
Note
- You can upload a maximum of five files at a time. The size of each file must be less than 5 MB and the file must be in the JPG, JPEG, PNG, or PDF format.
- For printed documents, Intelligent Form Reader works with documents in English, Spanish, German, Italian, Portuguese, and French. Only English is supported for handwritten documents.
- Intelligent Form Reader doesn’t extract data from Acrobat fillable fields in PDF files. To extract this data, convert the PDF file to a static or flat document by printing the file as a new PDF.
- The Analyze ID API, which is used to extract data from identity documents, can extract data only from US driver licenses and passports.
- Click Continue.
Intelligent Form Reader extracts data from the uploaded document and stores it in document fields.Note For identity documents, key names are standardized within the response. For example, if your driver license says LIC# (license number) and passport says Passport No, Analyze ID response returns the standardized key as “Document ID” along with the raw key, such as LIC#. This standardization lets you easily combine information across many IDs that use different terms for the same concept.
You can now specify the objects and the object record types where you want to store the information for each type of incoming document.
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