Upload your documents to IQ Bot for an existing standard forms learning instance for content extraction.

Prerequisites

For extracting content from a single document, use the Upload Document action from IQ Bot package in Automation Workspace.

See.Upload document action

For content extraction from multiple or large number of documents, you can use the Process documents action from IQ Bot Extraction package in Control Room. Use the following instructions to upload multiple or large number of documents:

Procedure

  1. Drag the Process documents action into the workflow.
  2. Click the Learning instance name drop-down menu and select a standard forms learning instance.
  3. In the Desktop folder tab, enter the file path for the input folder or click Browse to select it.
  4. Select the output folder from the Output folder path field.
  5. Select the Send documents to IQ Bot Validator for validation check box.

    Although the documents are processed using Bot Runners on your local machine, you must use this option if you want to validate the documents in the Validator

  6. Click Save.