---
schema_version: "1"
id: a79815806e441a216681eb8eebf98782234bfa2b549ff3f1a4b37ce2bc34bd58
title: Intelligent Document Automation
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/document_automation.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.document_automation.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 18cd2b1ee91d80998560af401ffd8aa8f6911a4deeb08fcd03843870264abbfa
description: Centralize all your document management tasks in one place. Use Intelligent Document Automation to get the most out of incoming customer information provided in PDFs and image files. Extract data from these documents into preconfigured document records in Salesforce. Work efficiently with customer-related documents that have been faxed or emailed to you. Convert them to digital files; select pages to include or exclude; rotate those pages if needed; and extract their data into Salesforce.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Intelligent Document Automation

Centralize all your document management tasks in one place. Use Intelligent Document Automation to get the most out of incoming customer information provided in PDFs and image files. Extract data from these documents into preconfigured document records in Salesforce. Work efficiently with customer-related documents that have been faxed or emailed to you. Convert them to digital files; select pages to include or exclude; rotate those pages if needed; and extract their data into Salesforce.

### 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>

## 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.

## Get Started

- **[Set Up Intelligent Document Automation](https://help.salesforce.com/s/articleView?id=ind.admin_document_automation.htm&release=264.0.0&type=5)**  
    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.
- **[Upload a Document](https://help.salesforce.com/s/articleView?id=ind.document_automation_upload.htm&release=264.0.0&type=5)**  
    Use the Received Documents view to add submitted documents to your collection.
- **[Use Data from a Document](https://help.salesforce.com/s/articleView?id=ind.document_automation_transform.htm&release=264.0.0&type=5)**  
    To get the right information to the right place, select the pages you need and discard the rest. Pages that have already been associated with an object and attached to a document checklist item are marked with a “Transformed” icon.