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Use Trial to Subscribe to the SAP Document AI Basic UI

Get access to the SAP Document AI user interface application, using SAP Business Technology Platform (SAP BTP) Trial.
You will learn
  • How to add the entitlements for the SAP Document AI Trial application
  • How to subscribe, assign role collection and access the SAP Document AI Trial application
Juliana-MoraisJuliana MoraisJuly 28, 2025
Created by
Juliana-Morais
October 14, 2020
Contributors
maximilianone
tobias61
Juliana-Morais

Prerequisites

  • Step 1

    After completing the prerequisite tutorial Use Trial to Create a Service Instance for SAP Document AI, to create a service instance for SAP Document AI, you can start with the steps to subscribe to the SAP Document AI Trial application.

    1. From your global account page, choose the trial tile to access your subaccount.

      DOX-UI
    2. On the navigation side bar, click Entitlements to see a list of all eligible services and applications. You are entitled to use every service in this list according to the assigned plan.

    3. Search for SAP Document AI. If you find document-information-extraction-trial-application in the list, you are entitled to use the SAP Document AI application. Now you can set this step to Done and proceed with Step 2.

      Entitlements

    ONLY if you DO NOT find document-information-extraction-trial-application in your list, proceed as follows:

    1. Click Edit.

      Configure Entitlements
    2. Click Add Service Plans.

      Add Service Plan
    3. Select SAP Document AI, and choose the default (Application) plan. Click Add 1 Service Plan.

      Add Service Plan
    4. Save your Entitlements changes.

      Add Service Plan

    You’re now entitled to subscribe to the SAP Document AI Trial application.

    For more details on how to configure entitlements, quotas, subaccounts and plans on SAP BTP Trial, see Manage Entitlements on SAP BTP Trial.

  • Step 2

    The Service Marketplace is where you find all the services and applications available on SAP BTP.

    1. To access it, click Service Marketplace on the navigation side bar.

      DOX-UI
    2. Search for SAP Document AI and click the tile.

      DOX-UI
    3. Click Create.

      DOX-UI
    4. In the dialog, choose the default plan and click Create.

    DOX-UI

    The subscription will now be created. Click on View Subscription to go to the list of your existing subscriptions.

    DOX-UI
  • Step 3
    1. Under Security, click Users and then the Navigation arrow.

      DOX-UI
    2. Click Assign Role Collection.

      DOX-UI
    3. Choose Document_Information_Extraction_UI_Templates_Admin_trial to access all the features available in the UI application and click Assign Role Collection.

      DOX-UI

    You’re now assigned to the Document_Information_Extraction_UI_Templates_Admin_trial role collection.

    DOX-UI

    Choose the role collection that gives you access to all the features available in the SAP Document AI basic UI.

  • Step 4

    Go back to Instances and Subscriptions, click the dots to open the menu and select Go to Application to open the app.

    DOX-UI

    The SAP Document AI application is displayed:

    DOX-UI

    You have successfully subscribed to the SAP Document AI basic UI. Find out how to use the application in the next tutorial: Use Machine Learning to Extract Information from Documents with the SAP Document AI Basic UI.

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