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Using Document Extraction action

  • Updated: 8/11/2021
    • Automation 360 v.x
    • Build
    • IQ Bot

Using Document Extraction action

Use the Document Extraction action to process documents using TaskBots created in the Control Room.

Prerequisites

Create a bot, and then use the IQ Bot (Preview) > Document Extraction action to process your documents and extract data from the production-document fields and tables.

This action extracts documents using IQ Bot with Auto-extraction.

Procedure

  1. On the left pane, click Automation.
    A list of available bots and forms is displayed.
  2. Click Create a bot.
  3. In the Create Task Bot window, enter a name and click Create & edit.
  4. The bot designer window appears.
  5. In the Edit Task Bot > Actions column, search for IQ Bot to display the available actions.
  6. Drag the IQ Bot (Preview) > Document Extraction action into your workflow.
  7. In the Input File Path field, use Browse to navigate to the file you want to process.
  8. From the drop-down list, select your learning instance.
    Recommendation: Do not use the Learning Instance configuration file option because this is used for backward-compatibility only and will be deprecated in upcoming versions of the product.
  9. In the Assign the status to the output variable field, select prompt-assignment – String from the drop-down list.
    The action response code is saved in the provided variable.
  10. Optional: Drag the Message box action to display results in the message box. Define the message you want to see displayed in the message box.
    1. Click the Insert a value (F2) icon in the Enter the message to display field.
    2. In the Insert a value dialog box, select prompt-assignment - String from the drop-down list and click Yes, insert.
  11. Click Save and then click Run to run the bot.
If all fields are extracted, and the value has a high confidence, the system sends the successfully extracted data to the output folder, specified during learning instance creation, and the Success sub folder for successfully processed documents; while failed documents are sent to a different folder for validation. The status of the data extraction is updated in Bot Insight and is reflected in the Learning Instance page.
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