How It Works
When a user uploads a document, Salesforce creates a record for that document and allows the
user to extract data from selected pages of the document using an optical character recognition
process that runs in the background. You can use action plan templates to automatically attach
the scanned document to a document checklist item, assign it to a queue, or trigger a flow.
To make Intelligent Document Automation available to your users, identify the kinds of
documents they'll be working with and decide how to handle the data from those documents.
The document management process begins when a user uploads a PDF, JPG, or PNG file to
Salesforce. A user can select pages in this content document to extract data from with
Intelligent Form Reader.
A Received Document record is created every time a user uploads an image file and manipulates
the uploaded file. By default, the name of the Received Document is the name of the file that
the user uploaded.
Intelligent Document Automation works with PDF, JPG, and PNG image files. However, PDF files
with form field data are not supported.
