IQ Bot to Document Automation: Transition plan
- Updated: 2024/12/03
IQ Bot to Document Automation: Transition plan
When you plan to move your learning instances from IQ Bot to Document Automation, ensure that you review the various processes involved in this transition and then plan your transition accordingly.
Understanding the transition plan
Before moving your learning instances to Document Automation, it is important that you review the following requirements:
- Ensure that you understand the end-to-end workflow of moving learning instances from IQ Bot to Document Automation.
See the video in the prerequisites of the following article: Analyze IQ Bot metadata for transitioning to Document Automation.
See End-to-end workflow for moving learning instances from IQ Bot to Document Automation.
- Use the Excel template to analyze your IQ Bot instance metadata to understand
your transition plan. See Analyze IQ Bot metadata for transitioning to Document Automation.
Contact your Automation Anywhere Customer Success Manager (CSM) for assistance: Open a support case (A-People login required).
- Ensure that you have reviewed the prerequisites, considerations, and limitations of using the IQ Bot - DA Bridge package. See IQ Bot - DA Bridge package.
Moving learning instances to Document Automation
After reviewing your transition plan, consider any of the following approaches to move your learning instances from IQ Bot to Document Automation.
- Use the IQ Bot - DA Bridge package to move your learning instances from IQ Bot to Document Automation. See IQ Bot - DA Bridge package.
- Set up a new Document Automation environment and create your learning instances. See Set up your Document Automation environment and Create a learning instance in Document Automation.