Test a use case

task australia Updated Nov 6, 2026 1 min read test-the-use-case.md

Test a use case with a sample document to verify how well it extracts and processes information. Upload a document from a record or your device, then review the test outputs before saving your results.

Before you begin

Role required: DocIntel Admin [sn_docintel.admin] or DocIntel Manager [sn_docintel.manager]

Procedure

Select Test a new document.
Select a document:

Option	Description
Upload from record	Select Upload from record. Enter search criteria in the search field. Select a record from the list. This option appears only when a target table is selected for the use case.
Upload from this device	Select Upload from this device. Select Add file. Select a file and select Open. Select Upload.

3. Select **Continue**.

**Tip:** Select the **Open in a new tab** button \(\[Omitted image "cu-new-tab.png"\] Alt text: Open in new tab icon.\) to view the document in a larger workspace on a separate browser tab.

The Test Outputs screen appears.

Review the performance of the skill for the test document.
Select Save and continue.

What to do next

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---
title: Test a use case
description: Test a use case with a sample document to verify how well it extracts and processes information. Upload a document from a record or your device, then review the test outputs before saving your results.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/intelligent-experiences/test-the-use-case.html
release: australia
topic_type: task
last_updated: "2026-11-06"
reading_time_minutes: 1
breadcrumb: [Set up a use case, Information Extraction skill, Configure, Content Understanding, Generative AI skills, Enable AI Experiences]
---

# Test a use case

Test a use case with a sample document to verify how well it extracts and processes information. Upload a document from a record or your device, then review the test outputs before saving your results.

## Before you begin

Role required: DocIntel Admin \[sn\_docintel.admin\] or DocIntel Manager \[sn\_docintel.manager\]

## Procedure

1.  Select **Test a new document**.

2.  Select a document:

<table id="table_i25_b2f_y2c"><thead><tr><th>

Option

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Upload from record

</td><td>

1.  Select **Upload from record**.
2.  Enter search criteria in the search field.
3.  Select a record from the list.
 This option appears only when a target table is selected for the use case.

</td></tr><tr><td>

Upload from this device

</td><td>

1.  Select **Upload from this device**.
2.  Select **Add file**.
3.  Select a file and select **Open**.
4.  Select **Upload**.


</td></tr></tbody>
</table>3.  Select **Continue**.

    **Tip:** Select the **Open in a new tab** button \(\[Omitted image "cu-new-tab.png"\] Alt text: Open in new tab icon.\) to view the document in a larger workspace on a separate browser tab.

    The Test Outputs screen appears.

4.  Review the performance of the skill for the test document.

5.  Select **Save and continue**.


## What to do next

1.  [Add integration](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/intelligent-experiences/add-integration.md)
2.  [Review and activate](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/intelligent-experiences/review-and-activate.md)