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            Create Templates for Document Types

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            3. Intelligent Document Reader

            Create Templates for Document Types

            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: 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 templates: Customize Application
            1. From Setup, in the Quick Find box, enter Intelligent Document Reader, and then select Intelligent Document Reader.
            2. Click New Template.
            3. Enter a name for the template.
            4. 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.
            5. 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.
            6. Click Upload File.
              Note
              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 Document Reader works with documents in English, Spanish, German, Italian, Portuguese, and French. Only English is supported for handwritten documents.
              • Intelligent Document 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.
              • If the queries API is enabled and you’ve created queries for the document type you’ve selected, then those queries are executed.
            7. Click Continue.
              Intelligent Document Reader extracts the data of the document and stores it in document fields.
              Note
              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.

            See Also

             
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