Document Automation Community Edition

The Community Edition version offers users limited features from the document processing solutions Document Automation and Automation 360 IQ Bot. This version is available to users for free.

Users are not required to purchase a license and there are no time limitations. However, there are some functionality constraints as follows:
  • You can create a maximum of five learning instances per user.
  • You cannot delete a learning instance.
  • In the learning instance list, you can view and access only the learning instances and data that you created.
  • You cannot integrate a Community Edition version of Document Automation with an Automation 360 IQ Bot environment.
  • Google Document AI and Standard forms are not supported.

Get started with Community Edition

Important:

Automation 360 IQ Bot Community Edition will no longer be available from November 28, 2023. Use the Document Automation Community Edition for enhanced intelligent document processing.

Users who have created automations using Automation 360 IQ Bot will need to rewrite them using Document Automation.

To begin using Community Edition:
  1. Register and log in to Community Edition:

    Complete steps one and two of Set up Community Edition.

  2. Install the Bot Agent and set user device credentials.
    1. Navigate to Manage > Devices and click Connect local device. Follow the steps in the wizard to connect the Control Room to your device.
    2. Click Refresh to verify that your device is connected.
    3. Click your username. Navigate to My settings > Devices > Credentials. Click Edit to provide your device username and password.
  3. Navigate to AI > Document Automation and select a version of IQ Bot to begin creating learning instances:
    • Option 1: Click the Create learning Instance option.

      Create learning instances to extract data from invoices in Document Automation: Create a learning instance in Community Edition

    • Option 2: Click the Train other documents option.

      Create learning instances to extract data from other document types using Automation 360 IQ Bot: IQ Bot Community Edition quick start guide

      Note: From Automation 360 v.31 onwards, the Train other documents option is not available for Community Edition users as IQ Bot is deprecated.