Developer support

This is a guide to the Document Automation Support page, SS&C Blue Prism Document Automation Developer Support.

Sign up to get access to all our support tools where we have plenty of content waiting for you, including tips and tricks for optimal digitization. Once you log in, you will have full access to the Document Automation Developer Support resources, including our knowledge base, ticketing system, and discussion forum. See the Solutions page to learn more about how you can use Document Automation to digitize your forms.

Document Automation developer solutions

The knowledge base is organized in a detailed step-by-step instruction of how to use the product. Template Setup & Digitization, is an easy track guide to set up a Template for digitization & sending files for digitization.

Quick start guide

  1. Field creation – Customize your fields for capture. This is a required step before the fields can be placed on the template for data extraction.

  2. Template definition – Upload a clean, blank form as your template. You can add versions to accommodate all the possible form types. Your template will help identify which forms require specific pieces of data to be extracted.

  3. Field placement – Place and resize fields on your templates to capture where the data would appear on a form.

    Multiple choice fields require an additional step to train READ.

  4. Batch submission – Submit a batch (set of files) through the interface for digitization with READ. After it has been digitized, access your data and see the results.

Template set up user manual

  1. Version discovery – Determine the optimal amount and organization of sheets to upload into the Document Automation system.

  2. Template definition and field placement – Tackle complex template definition and field placements scenarios with these tools to improve your setup results. This section directly maps from Steps 1-3 from the Template Setup & Digitization section.

  3. Document recognition configuration – Learn how your form submissions match to your templates and identify the required changes necessary to improve form-to-template matches.

  4. Data quality review and analysis – Evaluate your template build and data quality using the REVIEW interface and DQA tool.

Developer tickets

Users will be able to submit and track their own tickets to SS&C Blue Prism Document Automation through the SS&C Blue Prism Document Automation Developer Support account.

Developer forum

Through the discussion forums, SS&C Blue Prism Document Automation will issue release notes about new features and for Document Automation users to provide feedback and share their product knowledge.