Modify default process

Document Automation uses a process to manage the end-to-end document processing workflow. When you create a learning instance in Document Automation, the system creates a process.

The default process includes extracting data and downloading it to a specific folder. You might have to modify this default process for the following reasons:

  • Meet your business specific requirements: To include custom rules or logic that align with your business needs.
  • Integrate with other systems: To integrate your enterprise systems such as document management systems (DMS), enterprise resource planning (ERP) platforms, or other systems of record into the default process.
  • Custom approval workflows: To add steps for reviews and approvals from users in the workflow.
  • Performance optimization: To remove any existing elements to improve processing speed and efficiency. For example, if your business needs require you to integrate with enterprise systems, then you might want to remove the download bot element to improve the processing speed as the data will be directly handled by the enterprise system.

Procedure

  1. Log in to your Control Room.
  2. Navigate to Automation > Document Workspace Processes > <li-name>.
  3. Click the process name.
  4. In the process editor, modify the process by configuring or removing elements for the process. For information about configuring elements for a process, see Create a process automation in Process Composer.