Let us take a simple example to understand how to configure Document Suggestion preview feature.
To do so first we need to enable Text Analytics Service, Connect it to our CRM Online and configure similar record suggestions. Please follow the below post for all the details.
Go to Settings – Document Management – Manage Document Suggetions
Select the entity for which we want to enable it, as we had our similar record suggestions enabled for Case we select the Case entity here.
Click on Apply.
Now as we already have Similar Record Suggestions configured for Case entity, for a case record with Delay keyword in its title we get the below suggestions
So, for Delay in Dispatch record we are getting Delay in service, delivery and shipment as suggestions as similar cases.
Now what we have done over here next is that we have attached document(s) to each of these case records.
For Delay in Dispatch case record –
For Delay in Service case record –
For Delay in Shipment record we have 2 document attached.
For Dispatch in Delivery case record we do not have any document attached yet.
Now let us open case with title “Dispatch in Delivery” and go to its Documents related records and click on Show Suggestions button
A dialog opens which list all the documents that are associated to the case records similar to the Delay in Delivery record i.e. all the remaining case records having delay keyword in its title.
Select documents and click on Copy.
Documents Copied to the Delay in Delivery record.
Hope it helps..