QuestionIf a document is sent from HighQ → Document Intelligence, and then the Document Name is subsequently changed in HighQ, will/can the Document Name be automatically updated in Document Intelligence to what it is named in HighQ? AnswerA document's file name can only change in HighQ if it is in the drafting stage, in which it would either:
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QuestionWhat happens if a Word document that exists in Document Intelligence is edited in HighQ? AnswerAnytime there is ANY edit to the Word document in HighQ, upon saving the edits, HighQ will send the updated version to Document Intelligence. It will DELETE and REPLACE the old one, so any metadata stored in attribute values within Document Intelligence will be permanently deleted. Take care when adding attribute values within Document Intelligence on documents within the drafting stage of HighQ. |
QuestionIf a document name is changed in Document Intelligence, will it change the document name in HighQ? AnswerIf the file name is changed in Document Intelligence, it will NOT update in HighQ. |
QuestionIf a document is sent from HighQ → Document Intelligence, and then is split in Document Intelligence, can the split documents be sent back to HighQ as separate documents? AnswerSplits will break it - the extractions will not extract and the "preview URL" will no longer link from HighQ to Document Intelligence. |
QuestionCan the Document Type field in HighQ update a Attribute field in Document Intelligence automatically? AnswerNo, changing metadata in HighQ will not change metadata/attributes in Document Intelligence. It only sends the document. The integration is currently a "one-way street" for metadata, meaning only from Document Intelligence → HighQ. |
QuestionIf there is a need to import key attributes from Document Intelligence into HighQ, can metadata be easily exported from HighQ? AnswerYes and vice versa. To note: the only piece of information that comes through from HighQ is the document name, so if metadata is being imported into Document Intelligence from HighQ, there may be the issue of duplicate file names. |
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