Duplicate a document extraction use case

Make a copy of a use case to save time when you want to create a new use case that shares a similar structure to another.

Important: Starting with the Zurich release, Document Intelligence is being prepared for future deprecation. It will be hidden and no longer activated on new instances but will continue to be supported. For details, see the Deprecation Process article [KB0867184] in the Now Support Knowledge Base. Instead, you can extract information from documents using the Now Assist in Document Intelligence application. For more information, see Now Assist in Document Intelligence.

Before you begin

Role required: sn_docintel.manager

About this task

Follow these steps to create a copy of a use case along with its fields, field groups, integrations, flows, and all related machine learning (ML) models.

Procedure

1. Navigate to All > Document Intelligence > Document Data Extraction Administration > Use Cases.

2. In the list, select the display name of the use case that you want to copy.

1. On the use case screen, select the Duplicate this use case icon (

1. In the Duplicate use case box, type a name for the new use case.

1. Select Duplicate.

Result

The duplicated use case is displayed in the use cases list.

Parent Topic:Manage document extraction use cases

Related topics

Export a document extraction use case

Import a document extraction use case

Delete a document extraction use case