In test mode, users can try different settings for a learning instance to enhance data extraction and automatically track changes, eliminating the need for manual record-keeping.

Prerequisites

  • Ensure that you are using the Learning instance creator user to log in to the Control Room. See Document Automation users.
  • Ensure that the learning instance is in private mode before you enable test mode. You will see an error when you try to enable test mode for learning instances in public mode.

Procedure

  1. Log in to your Control Room.
  2. Navigate to AI > Document Automation.
  3. Enable test mode by turning on the Test mode toggle on the learning instance page.
    • For new learning instances, you can enable the test mode toggle when you configure the form and table fields. See Create a learning instance in Document Automation.
    • For existing learning instances, click the learning instance for which you need to enable the test mode, and then turn on the Test mode toggle.