Deduplication Outline & Getting Started – Document Intelligence Support

Core Steps for Deduplication Projects

Export Duplication reports from Duplicate Analysis workspace Dashboard as well as a full workspace Export with all documents and Attributes
Lookup Group IDs from Duplication Exports into Workspace export to identify impacted document population
Using workspace/use case-specific logic, determine documents to keep or delete
Harmonize attributes from documents to be deleted onto documents to keep
Attribute update the harmonized attributes into your workspace for the documents to keep then request a bulk delete of the documents to delete once you are satisfied with the the end result.

From a Workspace Dashboard page, choose Duplicate Analysis dashboard
From here you can gauge the level of effort you might be facing when undertaking a deduplication project. Key things to take into consideration:
1. Documents sub-section
  1. Total Documents Impacted
  2. Unique Documents
2. Source Documents subsection
  1. Total Source Documents Impacted
From each subsection, Documents and Source Documents, scroll down to the 2nd table below the frequency chart - this is the duplicate report that contains the duplicate Group IDs that allow you to navigate your way through the deduplication process.
1. Duplicate Documents from Documents subsection
2. Duplicate Source Documents from the Source Documents subsection
Download each of these tables by clicking the 3 dots in the top right of each table (NOTE: workspaces with a lot of duplicates, you may need to filter the dashboard into smaller groups to be able to download the necessary reports - filtering by Document Type can be an easy way to approach this).
With the Duplication Reports downloaded, do a full export of all documents and relevant Attributes from the workspace.

Drafting - ask your CSM or submit a ticket to Support for any assistance on this step.