What is the primary function of Document Intelligence?
To accurately and efficiently extract information from documents into the Now Platform for faster processing.
What technology does Document Intelligence use beyond OCR?
Machine Learning (ML) to identify, understand, and extract text and data.
What are the main steps in training Document Intelligence?
Upload document → Analyze (OCR) →
User trains AI with key-value pairs →
Model fine-tuned with more documents.
What are the steps when using a trained model?
Upload document →
Extract data →
Review extracted values.
Name three problems Document Intelligence helps solve.
Digitizes manual workflows,
reduces data extraction time,
increases agent productivity.
What file types is Document Intelligence able to extract data from?
PDF, JPEG, PNG.
Under 10 pages for JPEG and PNG, Under 25 for PDFs
What makes an organization ideal for Document Intelligence?
Documents follow patterns and workflows rely on structured forms like invoices or applications.
What are nonideal criteria for implementation?
Handwritten documents,
free-flow text,
regulated industries,
or need for languages beyond English/French.
What are common document types used for training?
Invoices,
purchase orders,
finance applications,
government forms,
claim forms.
What are the formatting requirements for documents?
JPEG/PNG/PDF,
under 4MB, horizontal text,
font ≥15px,
printable characters,
rotated in 90° increments.
Can Document Intelligence be customized for specific tasks?
Yes, task definitions can be tuned for high-confidence predictions.
How does Flow Designer enhance Document Intelligence?
Enables automation and integration with ServiceNow or third-party apps.
What integration options are available for Document Intelligence?
ServiceNow Store,
IntegrationHub,
APIs,
Flow Designer,
CSM,
FSO.
What can integrations help automate?
Extracting data from forms and auto-populating fields.
Why is it important to follow design recommendations?
To avoid missed opportunities and maximize ROI from Document Intelligence.
What are the two Document Intelligence flows available?
one to process documents and
the other to apply the extracted information to target tables.
This can be customized to customer needs with flow actions and decisions.
