Creating a project

Follow the instructions below to create your first Document Understanding project.

1. Open Document Understanding.
2. Click Create project.
3. Fill in the desired project name.
4. Select Modern to use the modern experience.
   This is a guided model building experience that also includes recommendations for optimal model performance and active learning.
5. Configure Advanced options if needed.
   1. Select the OCR you want to use for your new project from the OCR method drop-down list.
   2. Fill in the OCR API Key.
      Note: This field is filled in automatically if you select a UiPath OCR.
   3. Fill in the OCR URL. For the full list of URLs for UiPath OCRs, check the Public Endpoints page.
   4. Choose if you want to Apply OCR on PDFs. This is set to Auto by default.
6. Click Create.
   Figure 1. Creating your first project
   

   

   
   

After you create your new project, you can open it by clicking it from the Projects list.

Configure project settings

You can edit or configure additional project settings after you created the project.

To do this, open your project and click on Project settings on the bottom-left corner of the screen.

Figure 2. Additional project settings

You can configure the following additional project settings:

• Name: The name of the project.
• Description: Optionally, you can provide more details about the project.
• OCR method: Select the OCR method for the project from the drop-down list.
• OCR API Key: Provide the API key for the chosen API. This field is populated automatically if you selected a UiPath OCR.
• OCR URL: Provide the OCR URL corresponding to the chosen OCR method. For the full list of URLs for UiPath OCRs, check the Public Endpoints page.
• Apply OCR on PDFs: Establishes if the OCR process should be applied or not to PDF documents. If set to Yes, the OCR is applied to all PDF pages of the document. If set to No, the OCR is not applied to any pages and returns only the text embedded in the PDF. When set to Auto OCR applies only to the scanned pages of the document. The default value is Auto.