Document Management Tool Kit

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Posted on by sthankakrishna

Hi ,

I am new to using this Document Management Tool Kit .

Is it possible to use this base kit in multiple projects ?

I want the documents coming to different shared mailboxes handled by different AI models and document management.

Any ideas how that can be done.

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CedrickB Microsoft Employee on at

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Hi,

At the moment, you can have only one per environment.

Though it could possibly support several projects but we didn't tested it.

Here is what I would do

1. Create a new unmanaged solution, add all components included in the base kit

2. Update the "Documentation Automation Application" to allow multiple configuration. Put "true" on visible field

3. Create a new Configuration in the Document Automation Application for each project

Alternatively, you could duplicate the "Document Automation Application" for each projet, create a "Project Name" column in the "Document Automation Configuration" table and in the Configuration page change the query to filtering on this particular "Project Name" value.

You would probably have to do similar filter in other parts of the application to only get the documents processed for this project

4. Duplicate the the flow "Document Automation Email Importer" for each project.

5. In this flow, update below action adding a filter to the proper configuration (E. g. aib_documentautomationconfigurationid eq %GUIDVALUE%)

This may work but again was never tested.

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sthankakrishna 16 on at

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Thank you I will give this a try
Also the Document automation kit is used only for documents coming through email ?

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CedrickB Microsoft Employee on at

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It is up to you to either replicate the "Document Email Importer" to add a new trigger or simply remove the existing trigger and replace by another one like OneDrive or SharePoint.

Be carefull to re-add all dynamics fields in subsequent tasks when you do this operation.

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jlalonde 26 on at

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I'm testing this as an option, but having a hard time trying to figure out how to get %GUIDVALUE% out of the Document Automation Configuration table. Any thoughts?

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jlalonde 26 on at

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In our industry, we have dozens and dozens of completely different forms which means we will have completely different AI models. While the Document Automation solution is a fantastic start, is there anything on the roadmap that would allow us to easily use multiple AI models (all in the same environment) within the same Document Automation app? I'm ready to pull my hair out trying to find a configuration in the app and flows that can use multiple models.

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CedrickB Microsoft Employee on at

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Looks like you need some support.

Can you send an email to aihelpen@microsoft.com, we will arange a 1h call to help you get started with the customizations to perform.

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GTR 50 on at

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Exactly same question please. Can the Document Automation solution use more than one AI Model picking the best one for the document. Can it log which model was used?

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jlalonde 26 on at

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Yes and yes, but send an email over to aihelpen@microsoft.com to get some help. Cedrick was phenomenal in helping us with customization to use dynamically with multiple AI models.

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