---
schema_version: "1"
id: 743db141e567ce47227bdde03b35c65ac8fdb42ed1ab8fb704cc7df607e70879
title: Set Up Intelligent Document Automation
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_document_automation.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_document_automation.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 32173a941aacaf02f98d378f4f1f133b572301fae6874300e38d23d24f42ae12
description: To simplify your document management process, set up document types, enable an API to extract data, and ensure your users have access. You can also set up action plans, queues, or processes to automate your document work flows.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Set Up Intelligent Document Automation

To simplify your document management process, set up document types, enable an API to extract data, and ensure your users have access. You can also set up action plans, queues, or processes to automate your document work flows.

### 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: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

1. **[Set Up a Document Type](https://help.salesforce.com/s/articleView?id=ind.admin_document_automation_doc_types.htm&release=264.0.0&type=5)**  
    Set up a document type to hold the data you’re extracting from incoming documents. We start with a document type to handle patient referrals. You can use the same steps to create document types for any kind of data you anticipate working with.
2. **[Enable AnalyzeID for Photo Identification](https://help.salesforce.com/s/articleView?id=ind.document_automation_enable_analyzeid_for_photo_identification.htm&release=264.0.0&type=5)**  
    AnalyzeID is a specialized API within Amazon Textract that extracts data from photo identification such as U.S. driver’s licenses and passports. Enabling this API allows for more accurate extractions with Intelligent Document Automation.
3. **[Provide Action Plan Templates](https://help.salesforce.com/s/articleView?id=ind.admin_document_automation_action_plans.htm&release=264.0.0&type=5)**  
    You can provide templates for users to create action plans. An action plan can improve the consistency of your document workflow by guiding the user to the right selection of document checklist items every time.
4. **[Set Up Intelligent Document Automation Users](https://help.salesforce.com/s/articleView?id=ind.admin_document_automation_users.htm&release=264.0.0&type=5)**  
    Determine the users who work with documents and forms and give them the tools they need. For patient referrals, these users typically are case managers or intake coordinators.