Transfer standard forms learning instance

Standard forms learning instance can be used across similar Document Automation environments. Export/Import an existing learning instance to avoid creating another one with the same configurations.

  • Ensure that the source and destination systems are running the same Document Automation version. Learning instances from different Document Automation versions cannot be imported because their database schema will not match.
  • Back up your database before importing learning instances.
  • Export the .dw file from the source Document Automation environment.
  • Import the .dw file into the destination Document Automation environment.
Note: The incoming model of the source system must be available in the configuration of the target system.

For detailed information on exporting/importing learning instances, see Export or Import learning instances.