---
schema_version: "1"
id: 2f65f4d9241c87434a1dc128411c401d996cd69bb02afac6ad7dfe5936e2c8ef
title: Manage Document AI Configurations
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/data/264-0-0/c360_a_document_ai_manage_configs.md
canonical_url: https://help.salesforce.com/s/articleView?id=data.c360_a_document_ai_manage_configs.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2591515f6072c52ae54f50a5bbcd4d121eef7fccd17394d0be6cd4b785520ea5
description: View, edit, publish, export, and rebuild Document AI configurations. Package Document AI configurations in data kits. Save Document AI configurations as drafts, and refine your extraction schemas over multiple sessions.
products:
  - Data 360
release: "264"
---
# Manage Document AI Configurations

View, edit, publish, export, and rebuild Document AI configurations. Package Document AI configurations in data kits. Save Document AI configurations as drafts, and refine your extraction schemas over multiple sessions.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>All Editions</strong> supported by Data 360. See <a href="https://help.salesforce.com/s/articleView?id=data.c360_a_dc_editions.htm&amp;release=264.0.0&amp;type=5" title="Data 360 is available in several supported Salesforce editions. Some Data 360 features also require additional licenses.">Data 360 edition availability</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d188505e68">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d188505e68 ">To manage Document AI configurations </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d188505e68 ">
              <p>Permission set: </p>
              <ul>
                <li>Data Cloud Architect</li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

**Document AI Requirements**

- To use Document AI in Data Cloud 360, [turn on Einstein Generative AI](https://help.salesforce.com/s/articleView?id=ai.generative_ai_enable.htm&language=en_US&type=5) and [Agentforce](https://help.salesforce.com/s/articleView?id=ai.agent_setup_enable.htm&language=en_US&type=5).
- Make sure that you have a Data 360 license. Document AI isn't available with Customer Data Platform.

## View Document AI Configuration Details

The details page for a Document AI configuration shows whether it's in **Draft** or **Activated** state, its runtime status, source, output data, and other information.

1. From the App Launcher, select **Data Cloud**.
2. Click **Process Content** | **Document AI**.
3. Select a Document AI configuration and review the details.
4. To review the output schema, click **Output**.

## Edit a Draft Configuration

Modify and refine a draft configuration before publishing it.

1. From the App Launcher, select **Data Cloud**.
2. Click **Process Content** | **Document AI**.
3. Select the draft configuration that you want to edit.
4. Click **Edit**.
5. Make your changes to the fields, tables, or other configuration settings.
6. Click **Test** to verify the extraction results.
7. Select **Save Draft** to save your changes.

## Publish a Document AI Configuration

When your schema meets the required accuracy, publish your draft configuration to activate it for document processing.

1. From the App Launcher, select **Data Cloud**.
2. Click **Process Content** | **Document AI**.
3. Select the draft that you want to publish.
4. Review the details and test results.
5. Click **Publish**.

## Delete a Document AI Configuration

1. From the App Launcher, select **Data Cloud**.
2. Click **Process Content** | **Document AI**.
3. Select the Document AI configuration that you want to delete.
4. From the object view, click **Delete**.

## Rebuild a Document AI Configuration

If a document schema configuration isn't processed correctly, rebuild the configuration.

1. From the App Launcher, select **Data Cloud**.
2. Click **Process Content** | **Document AI**.
3. Click the document schema configuration that you want to rebuild.
4. On the details page, select **Rebuild**.

After the rebuild completes, the Last Run Status field changes to Ready.

## Export a Document AI Configuration as JSON

Export and reuse a Document AI configuration as a JSON file.

1. From the App Launcher, select **Data Cloud**.
2. Click **Process Content** | **Document AI**.
3. Select the dropdown menu to export the Document AI configuration.
4. Select **Export JSON**.

The configuration downloads as a JSON file that you can [import](https://help.salesforce.com/s/articleView?id=data.c360_a_document_ai_new_config_no_source.htm&release=264.0.0&type=5) into another org or environment.

## Add a Document Schema Configuration to a Data Kit

Add a document schema configuration to a data kit to share functionality across users and environments.

1. Go to **Data Cloud Setup**.
2. In Tools, click **Data Kits** | **New**.
3. Name the data kit and add an optional description.
4. Click **Save**.
5. Under Document Schemas, click **Add**.
6. Select the document schemas to add to the data kit, and click **Next**.
7. Click **Save**, and then click **Publish**.

Your data kit is created. You can now publish it in [Package Manager](https://help.salesforce.com/s/articleView?id=data.c360_a_publish_package_kit.htm&type=5&language=en_US).

#### See Also

- [Document AI](https://help.salesforce.com/s/articleView?id=data.c360_a_document_ai.htm&release=264.0.0&type=5 "Document AI in Data 360 uses large language models (LLMs) to extract structured data from unstructured documents such as invoices, resumes, lab reports, and purchase orders.")
- [Auto-extract the Document Schema](https://help.salesforce.com/s/articleView?id=data.c360_a_document_ai_new_config.htm&release=264.0.0&type=5 "Use the document schema builder to auto-extract the document schema, including fields, tables, and columns.")
- [Add Tables to Extract](https://help.salesforce.com/s/articleView?id=data.c360_a_document_ai_new_config_manual.htm&release=264.0.0&type=5 "Configure the tables to extract.")