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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Manage document extraction use cases

Manage your Document Intelligence use cases to efficiently support your document extraction requirements.

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.

The following topics describe features that you can use to manage your document extraction use cases.

  • Duplicate a use case and modify it as needed to quickly set up a new use case with similar fields, field groups, integrations, flows, and all the related machine learning (ML) models.
  • Export and import trained use cases to share them across your ServiceNow® instances.
  • Delete a use case if you no longer need to process documents with it.

  • 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.

  • Export a document extraction use case
    Export a document extraction use case for use in another ServiceNow instance by adding it to an update set.
  • Import a document extraction use case
    Import a document extraction use case for use in your ServiceNow instance.
  • Delete a document extraction use case
    Delete a use case when it’s no longer needed for your documents.

Parent Topic:Configuring Document Intelligence