Configure the document automation base kit

Completed

In this unit, you will

  • Learn which are the predefined personas supported and which features are available.

  • Discover how to configure the roles.

  • Understand how to create a forms processing model to extract data from your documents.

  • Assess how to prepare the pipeline to process your documents.

The targeted person for configuring roles and permissions should:

  • Understand which users must have access to which features.

  • Have good knowledge of Microsoft Power Platform's role-based access control.

Makers are usually a good fit for this task.

The Document automation base kit provides a basic implementation of role-based access control allowing you to control features available to each persona described in the previous unit, the manual reviewer, and the process owner.

The features available in the validation application by each persona are summarized in the table.

Feature Manual Reviewer Process Owner
Controlling Dataverse role Document Automation Reviewer System Customizer
Access the Configuration tab X
Configure the model to use X
Access the Documents tab X X
View documents Only in Manual Review state if not yet opened by another reviewer* X
Filter documents list by state X
Open the side-by-side viewer (file/extracted data) X X
Edit fields X X
Validate a document X X
Delete a document X

*When someone opens a processed document, he automatically assigns it to himself. Other validators will no longer see this document in the list and would get an error if they tried to update it.

Note

If your company does not need to have role-based access control, you can just assign the System customizer role to everybody.

Configuring roles

  1. Open the Microsoft Power Platform Admin center and select your environment, then select Settings on the top.

    List of saved environments.

  2. Expand Users + permissions and select Users.

    Environment settings with Users + permissions.

  3. Then select Manage users in Dynamics 365 on the top banner.

    Users list with Manage users in Dynamics 365 command.

  4. Search for a user name, select the user, and select Manage Roles.

    User search with Manage roles command.

  5. Add the System Customizer role to Process Owners or the Document Automation Reviewer role to Manual Reviewers.

    Manage User Roles dialog with list of selectable roles.

  6. Select the 3 ... dots on the top banner and Select System Views.

    Select 3 dots on the top banner.

  7. On the left pane > Select Security Roles > Select System Customizer.

    Select Security Roles entity from the left pane.

  8. Select Business Management Tab > Security Role > Enable the privilege Business Unit for Create and Write > Save and Close.

    Select Business Unit prvilege to Create and Write for the security role.

Create a form processing model

The next step is to create a Form Processing model that will extract the data from your document with AI Builder.

Follow the module Get started with Form processing in AI Builder to learn how to make it.

Tip

To create an AI Builder model, you need at least 5 samples of documents. If your suppliers send documents with various layouts, you should consider creating one collection per document type in the model.

Optionally configure rules on received emails

You can customize the way emails are processed by selecting View Solution.

Screenshot of Power Automate Document automation page with the View solution button in the Custom documents section.

  1. Select "Document automation base kit."

    Screenshot of Power Automate Solutions page with the Document automation base kit selected.

  2. Then select “Document Automation Email Importer” and Edit in the top banner.

    Screenshot of Power Automate My flows page with the Document Automation Email Importer open.

  3. You are in the authoring experience of the email importer flow. Here you can configure the email rules to filter on the specific emails that you want to process. You must keep the “include attachments” property set to “Yes” as this flow takes the document on attachment as the document to be processed. But you can configure filters on the topic, senders, and so on, based on your needs.

    Screenshot of the settings in the "When a new email arrives" step that flows into the "For each attachment" step.

Configuring the model to use

Role

The targeted person for configuring providers should:

  • Have an overview of the suppliers of the company and get samples of these documents.

  • Have good knowledge of AI Builder including building a Form Processing model.

Makers are usually a good fit for this task.

Once the model is created, you can use it in the pipeline.

  1. Launch the Document Automation Application from Power Automate Document Automation by selecting Open application. You will land on the documents list page where you will see all processed documents.

    Document Automation Application's Document List tab.

  2. Select the Configuration tab, then Add configuration to configure the AI model to be used.

    Document Automation Application's Configuration tab.

  3. You now need to select an AI Builder model to extract labels from documents.

    See Get started with form processing to learn how to create an AI Builder form processing model.

    Once your model is created and published, you can refresh this page with Reload models, select the appropriate model, and select Next.

    Model selection tab with models list.

  4. The next screen will show how the labels of the model will be stored in the Document Automation Data table of Dataverse. Select Save.

    Fields mapping tab with values extracted from model.

    Note

    If you update your model changing the label of model, you must get back to this page and use the Refresh button to have changes applied to the starter kit and select Save again.

  5. The kit is ready to perform the document extraction and to automate the processing of your documents.

    Configuration saved for Document Processing.

  6. Select the 3 dots on the top banner and Select System Views

    Screenshot of the Select System View dialog.

  7. On the left pane > Select Security Roles > Select System Customizer

    Screenshot of the Select System Customizer screen.

  8. Select Business Management Tab > Security Role > and enable the privilege Business Unit for Create and Write > Save and Close

    Screenshot of the Select Business unit screen.

You have successfully understood how the Document automation base kit allows you to define different security roles and how it must be configured to process your documents.