You are here:
Create Document Types
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.
Required Editions
| Available in: Lightning Experience |
| Available in: Automotive Cloud, Consumer Goods Cloud, Education Cloud, Financial Services Cloud, Health Cloud, Manufacturing Cloud, Media Cloud, Net Zero Cloud, Nonprofit Cloud, Public Sector Solutions. View product and edition availability. |
| Intelligent Document Reader is available with the Intelligent Document Reader add-on license. |
| User Permissions Needed | |
|---|---|
| To create document types: | Customize Application |
- From Setup, in the Quick Find box, enter Document Type, and then select Document Type.
- Click New Document Type.
-
Enter a label and 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 is selected.
- Enter a description for the document type.
-
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.
You can also create document types within Intelligent Document Reader.
- From Setup, in the Quick Find box, enter Intelligent Document Reader, and then select Intelligent Document Reader.
- In the Global Content Extraction Settings section, click Edit Settings.
- Select the Document Type tab.
- Click New Document Type.
-
Enter a name, select the Form Type, and add a description for the document type.
If queries are enabled, add your queries for the document type.
-
Save your changes.
The Edit Global Content Extraction Settings page opens.
- Click Save.
この記事で問題は解決されましたか?
ご意見をお待ちしております。
