Document Automation settings

The Document Automation settings enable users to use generative AI provider and extraction provider services in learning instances.

Note: A valid Cloud license is required to configure these settings.

Users with administration permissions can enable or disable the generative AI provider and extraction provider services for users to use in their learning instances. See Feature permissions for a role.

Generative AI provider

To use the generative AI provider option when you create a learning instance, select a provider and a region to send and receive data. Selecting a region depends on following factors:
  • Data residency and compliance: Different countries, regions, and organizations have legal or regulatory requirements that govern how data is stored and processed. Selecting an appropriate region ensures that you comply with such requirements.
  • Latency and performance: Selecting a region closer to you or the users using these services might reduce latency, leading to faster response times and improved performance.
If you are using bring your own license (BYOL) for a provider, these settings will not be considered. For configuring BYOL for a provider, see Extract data action.
Note:
  • Support for additional new regions (Australia, Canada, Japan, and India) were added in v.34 release. To use these new regions, you must use Document Extraction package version 3.34.xx or later.
  • If you use an older version of the package and update to v.34 or later release, you will see the following behavior:
    • If the external connections option was enabled: The generative AI and external provider options will be enabled. The region for these providers will be set to the region selected in v.33 release.
    • If the external connections option was disabled: The generative AI provider options will be enabled and the United States region will be selected for the providers. The extraction provider option will be disabled.
  • When the generative AI provider is disabled after creating learning instances, you will see an error when you process documents. You need to enable the generative AI provider or configure BYOL for the generative AI provider in the Extract data action for the learning instance to process documents. See Extract data action.

To enable generative AI providers, see Enable generative AI and other external connections to Document Automation.

Extraction provider

To use Google Document AI extraction provider or Google Vision OCR, select the extraction provider option and select an appropriate region.

Note:
  • You will not be able to create a learning instance using the Google Vision OCR when the extraction provider option is disabled. Users will see an error when they try to create a learning instance using Google Vision OCR.
  • If you are using Google Vision OCR in a learning instance and if this option is disabled after creating the learning instance, you will see an error when you process documents. You need to enable this option to process documents.
  • If you are using Google Document AI extraction provider in a learning instance and if this option is disabled after creating the learning instance, you will see an error when you process documents. You need to enable this option or configure BYOL for the generative AI provider in the Extract data action for the learning instance to process documents. See Extract data action.

Regions support matrix

The following table provides the regions supported for generative AI and extraction providers:

Region Microsoft OpenAI Anthropic Claude Google Document AI and Google Vision OCR
United States Yes Yes Yes
Europe Yes Yes Yes
India Yes Yes No
Australia Yes Yes No
Canada Yes No No
Japan Yes No No