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Configure and publish learning instance assets in IQ Bot Extraction360 (Preview)

  • Updated: 2022/05/04

    Configure and publish learning instance assets in IQ Bot Extraction360 (Preview)

    Build a bot that uploads documents from a source folder to the learning instance. Then, publish the learning instance assets (process, form, and bots) to the public repository so that the learning instance can be used in public mode to extract data from real documents, and validators can manually validate documents.

    Procedure

    1. Build an Extraction-Scheduler bot to automate uploading documents to the learning instance: Build a bot to upload documents to IQ Bot Extraction360 (Preview)
    2. Publish the process.
      After you have configured and tested the process and bots, check in the process. The bots and form are automatically added as dependencies.
      1. Navigate to the folder with the same name as the learning instance
      2. Mouse over the triple ellipses to the right of the process to open the menu.
      3. Click Check-in process.
        The Check in Process page opens with the bots and form auto-selected to also be checked in.
      4. Click Check in.
      When the Control Room completes the check-in process, the folder with the same name as the learning instance is placed within the IQ Bot Processes folder in the public repository.
    3. Publish the Extraction-Scheduler bot.
      1. Locate the Extraction-Scheduler bot in the private tab.
      2. Mouse over the triple ellipses to the right of the bot to open the menu.
      3. Click Check in Task bot.
        The Check in Task bot page opens with the bot auto-selected.
      4. Add a comment and click Check in.

    Next steps

    Deploy the learning instance assets: Log in as the Admin user to configure IQ Bot to process documents in real time.

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