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Create new document group

  • Обновлено: 12/08/2021
    • Automation 360 v.x
    • IQ Bot
    • Digitize

Create new document group

Manually define a user-created document group to process documents with an identical layout, for example, invoices from a specific supplier.

Подготовка

  • If you have not done so already, Создайте экземпляр обучения. After you create a learning instance, you are redirected to the document groups page, where you create a new document group.
  • Identify the group label. This is the name of the folder in the documents\classify\train directory where documents with an identical layout are sent. You will provide the group label in the steps below.
  • Identify sample documents (maximum 150) that have an identical layout. You can upload more documents to train the group after the group is created.

Процедура

  1. Navigate to the learning instance details page and click Create group.
  2. In the Group label field, provide the folder name that contains the sorted documents in the documents\classify\train directory.
  3. Click Browse to upload sample documents to define the layout.
  4. Click Save.

Дальнейшие действия

  1. Configure the mechanism to sort incoming documents to the correct group:
  2. Update the following actions:
  3. Upload more documents to train the group. When you are done with training, set the group to production.
  4. After you set the group to production: If you have a bot with the Process Documents action, you must update the action with the group label. See step 7 in Использование IQ Bot документов процесса action.
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