Map the document types to the system document type. For example, map the document type Passport - Indian to the system document type Passport. Then, select the extraction mode, such as Controlled automation, and select the document auto-linking.
Set up a document type to use document intelligence as follows:
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Add the document type, such as Passport - Indian, if not already defined. On Admissions Settings, go to Reference data and then Documents and then Document types. Then, select
and define the document type as follows:- Name
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Enter a unique name for the document type, such as Passport - Indian. The value must not exceed the maximum length of the corresponding field in an integrated system, such as a student management system.
- Document category
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Select the category of documents with this document type, such as the category Formal identification.
- Description
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Enter a description used to select the document type, such as Passport - Indian.
- Maximum size (MB)
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Enter the maximum file size in the range is 1 MB to 15 MB.
- In use
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Select In use so that documents for this document type can be uploaded.
- File types
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Select
to ad the accepted file types for upload, such as Image JPEG file, PDF document. Values are defined in reference data for File types.
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Define the document mapping. On Admissions settings, go to Reference data and then Applications and then Document type mapping. Then, select
and define the document type mapping as follows:- Name
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Select the document type, such as Passport - Indian.
- System document type
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Select the system document type Passport.
- Extraction intelligence mode
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Select the extraction mode, such as Controlled automation.
- Document linking mode
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Select the document linking mode, such as Automatically link documents from the same applicant.
- In use
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Select In use to use document intelligence with this document type.