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Configure and publish the assets in Document Automation

  • 已更新:2022/04/06
    • Automation 360 v.x
    • IQ Bot
    • Digitize

Configure and publish the assets in Document Automation

Configure learning instance assets (process, form, and bots). Then, publish the assets 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.

过程

  1. Navigate to Automation > Private tab > IQ Bot Processes and click the folder with the same name as the learning instance to configure the assets.
    You can edit the AARI process and bots. For example:
    • Add a bot to extract invoices from email attachments
    • Add a bot to upload data from the output file to a third-party back-end system
    To learn more about the steps in the process, see About the AARI process in Document Automation.
  2. Build an Extraction-Scheduler bot to automate uploading documents to the learning instance: Upload documents to a learning instance in Document Automation
  3. 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.
  4. 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.

后续步骤

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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