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            Use Intelligent Document Automation in Public Sector Solutions

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            Use Intelligent Document Automation in Public Sector Solutions

            Simplify and centralize document management processes and reduce manual data entry.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To customize record pages: Customize Application
            To create a Document Checklist Item: Document Checklist
            To add Document Checklist Items to an Action Plan Template: Document Checklist, ActionPlans
            To work with received documents: Document Checklist

            Make your application intake and review process more efficient by accurately extracting and storing data from any paper or handwritten form into a digital record such as a business license application or an individual application. Easily map, review, and approve applications with just a few clicks, and eliminate the need for manual data entry. Use document checklist items to help ensure that constituents submit required supporting documentation for their applications.

            To use Intelligent Document Automation, first set up Intelligent Form Reader.

            Add the Review Component to an Application Record Page

            For reviewers to compare the extracted data in a business license application or individual application record with the scanned copy of the handwritten application, add the OCR Review component to the record page.

            Here’s how you can add the component to the business license application record page.

            1. Create a record page for the Business License Application object, or edit or clone an existing page
            2. Drag the OCR Review component onto the page canvas, above the Activity component.
            3. Save your changes and activate the page.

            Create a Document Checklist Item

            To encourage constituents to submit required supplemental documents, create document checklist items that help them manage file uploads and approvals. Here’s how to create a document checklist item for a business license application.

            1. Open the business license application that you want to create a document checklist item for.
            2. In the Document Checklist Items related list, click New.
            3. Enter a name for the checklist item.
            4. If you use document types, select the appropriate document type.
            5. (Optional) Under File Pertains To, specify the contact or user related to the file.
            6. Save your changes.

            Add a Document Checklist Item to an Action Plan Template

            Make document processing workflows more consistent by using action plan templates that contain document checklist items. When you add a document checklist item to an action plan template, it’s automatically added to action plans that are created from the template.

            1. From the App Launcher (App Launcher icon), find and select Action Plan Templates.
            2. Click New.
            3. Enter a name and a description for the template.
            4. For Action Plan Type, select Industries.
            5. For Target Object select Lead.
            6. Save your changes.
            7. On the newly created action plan template, click New Document Checklist Item and select a document type, such as Business License Application.
            8. If desired, create additional document checklist items.
            9. Review your document checklist items, and then publish the template.
              Important
              Important You can’t change an action plan template after it’s published. To make changes, create a new template and remove the published one.

            Use Document Data to Create an Application

            Relate pages from received documents to application or other record.

            1. From the App Launcher, find and select Received Documents.
            2. To upload a scanned copy of a handwritten application, click Upload Document and select a file on your computer.
            3. Select the document that you uploaded.
            4. On the record detail page, click the quick action menu and then select Transform Document.
            5. In the Transform Document window, select the pages that contain the data you need.
              • Select All Pages, or select Custom and specify the pages to include.
              • Select the box below a page thumbnail to include it.
            6. To rotate a page, below its thumbnail, click Rotate icon.
            7. To attach the document to a record, for Associated Record, select an object and then search for and select a record.
            8. Select document checklist items for the document.
            9. Save your work.

            See Also

            Review the Application

            Compare the information captured in a business license application or individual application record to verify the details.

            Here’s how you can review a business license application.

            1. From the App Launcher, find and select Business License Applications.
            2. Select an application to review.
            3. On the record detail page, under Review Documents, click Review.
            4. Select the scanned copy of the handwritten application for review, and then click Next.
            5. Select Business License Application as the object to copy information to, and then click Next.
            6. Select the business license application record and click Next.
              The scanned copy of the application and the fields from the business license application are shown side-by-side for review.
            7. Check the extracted details in the fields and make necessary corrections.
            8. To complete the review, click Finish.
             
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