- Overview
- Document Processing Contracts
- Release notes
- About the Document Processing Contracts
- Box Class
- IPersistedActivity Interface
- PrettyBoxConverter Class
- IClassifierActivity Interface
- IClassifierCapabilitiesProvider Interface
- ClassifierDocumentType Class
- ClassifierResult Class
- ClassifierCodeActivity Class
- ClassifierNativeActivity Class
- ClassifierAsyncCodeActivity Class
- ClassifierDocumentTypeCapability Class
- ExtractorAsyncCodeActivity Class
- ExtractorCodeActivity Class
- ExtractorDocumentType Class
- ExtractorDocumentTypeCapabilities Class
- ExtractorFieldCapability Class
- ExtractorNativeActivity Class
- ExtractorResult Class
- ICapabilitiesProvider Interface
- IExtractorActivity Interface
- ExtractorPayload Class
- DocumentActionPriority Enum
- DocumentActionData Class
- DocumentActionStatus Enum
- DocumentActionType Enum
- DocumentClassificationActionData Class
- DocumentValidationActionData Class
- UserData Class
- Document Class
- DocumentSplittingResult Class
- DomExtensions Class
- Page Class
- PageSection Class
- Polygon Class
- PolygonConverter Class
- Metadata Class
- WordGroup Class
- Word Class
- ProcessingSource Enum
- ResultsTableCell Class
- ResultsTableValue Class
- ResultsTableColumnInfo Class
- ResultsTable Class
- Rotation Enum
- SectionType Enum
- WordGroupType Enum
- IDocumentTextProjection Interface
- ClassificationResult Class
- ExtractionResult Class
- ResultsDocument Class
- ResultsDocumentBounds Class
- ResultsDataPoint Class
- ResultsValue Class
- ResultsContentReference Class
- ResultsValueTokens Class
- ResultsDerivedField Class
- ResultsDataSource Enum
- ResultConstants Class
- SimpleFieldValue Class
- TableFieldValue Class
- DocumentGroup Class
- DocumentTaxonomy Class
- DocumentType Class
- Field Class
- FieldType Enum
- LanguageInfo Class
- MetadataEntry Class
- TextType Enum
- TypeField Class
- ITrackingActivity Interface
- ITrainableActivity Interface
- ITrainableClassifierActivity Interface
- ITrainableExtractorActivity Interface
- TrainableClassifierAsyncCodeActivity Class
- TrainableClassifierCodeActivity Class
- TrainableClassifierNativeActivity Class
- TrainableExtractorAsyncCodeActivity Class
- TrainableExtractorCodeActivity Class
- TrainableExtractorNativeActivity Class
- Document Understanding Digitizer
- Document Understanding ML
- Document Understanding OCR Local Server
- Document Understanding Process - Studio Template
- Release notes
- About Document Understanding Process: Studio Template
- Document Understanding
- Release notes
- About the Document Understanding activity package
- Project compatibility
- Document Data
- Set PDF Password
- Merge PDFs
- Get PDF Page Count
- Extract PDF Text
- Extract PDF Images
- Extract PDF Page Range
- Extract Document Data
- Create Validation Task and Wait
- Wait for Validation Task and Resume
- Create Validation Task
- Classify Document
- Create Classification Validation Task
- Create Classification Validation Task and Wait
- Wait for Classification Validation Task and Resume
- Intelligent OCR
- Release notes
- About the IntelligentOCR activity package
- Project compatibility
- Load Taxonomy
- Digitize Document
- Classify Document Scope
- Keyword Based Classifier
- Intelligent Keyword Classifier
- Present Classification Station
- Create Document Classification Action
- Wait for Document Classification Action and Resume
- Train Classifiers Scope
- Keyword Based Classifier Trainer
- Intelligent Keyword Classifier Trainer
- Data Extraction Scope
- RegEx Based Extractor
- Form Extractor
- Intelligent Form Extractor
- Present Validation Station
- Create Document Validation Action
- Wait for Document Validation Action and Resume
- Train Extractors Scope
- Export Extraction Results
- ML Services
- OCR
- OCR Contracts
- Release notes
- About the OCR Contracts
- Project compatibility
- IOCRActivity Interface
- OCRAsyncCodeActivity Class
- OCRCodeActivity Class
- OCRNativeActivity Class
- Character Class
- OCRResult Class
- Word Class
- FontStyles Enum
- OCRRotation Enum
- OCRCapabilities Class
- OCRScrapeBase Class
- OCRScrapeFactory Class
- ScrapeControlBase Class
- ScrapeEngineUsages Enum
- ScrapeEngineBase
- ScrapeEngineFactory Class
- ScrapeEngineProvider Class
- OmniPage
- PDF
- [Unlisted] Abbyy
- [Unlisted] Abbyy Embedded
About Document Understanding Process: Studio Template
Document Understanding Process is a fully functional UiPath® Studio project template based on a document processing flowchart. Its aim is to offer a Document Understanding tool at hand that is easy to use and easy to execute for any developer who wants to start working either on a simple demo or on large-scale implementation.
The process provides logging, exception handling, retry mechanisms, and all the methods that should be used in a Document Understanding workflow, out of the box.
The Document Understanding Process is preconfigured with a series of basic document types in a taxonomy, a classifier configured to distinguish between these classes, and extractors to showcase how to use the Data Extraction capabilities of the framework. It is meant to be used as a best practice example that can be adapted to your needs while displaying how to configure each of its components.
The workflow has an architecture decoupled from other connected automations:
- it does not matter where the files to be processed are coming from or what triggers the execution, this is the responsibility of an upstream process;
- it does not matter where the extracted information should be used, this is the responsibility of a downstream process.
The architecture is common for both attended robots and unattended robots running Document Understanding and having human-in-the-loop validation via Action Center.
Items are not processed in bulk. Instead, there is one job for each input file. Indeed, a dispatcher is required every time but this flexible approach makes it simpler to get started, to develop, debug, and scale Document Understanding processes.
The process supports Visual Basic flavored projects.
The default dependencies in a Document Understanding Process are: UiPath.DocumentUnderstanding.ML.Activities, UiPath.Excel.Activities, UiPath.IntelligentOCR.Activities, UiPath.PDF.Activities, UiPath.System.Activities, and UiPath.UIAutomation.Activities.
You can find the Document Understanding Process template on the Official template feed. Navigate to the Templates tab and click the Document Understanding Process card.
Click Use Template.
Enter a Name for your process and select a Location on your PC. Click Create to open the process.
The process comes with detailed documentation included in the project folder. We recommend you to read the enclosed User Guide even if you are familiar with the Document Understanding solution.
You can contribute directly to the project by making a pull request or by opening an issue in our repository here. If you want to create a new branch, please be aware of the naming conventions in the README.md file.