Aktivieren von Document Understanding™ und Erstellen eines Projekts

Aktivieren von Document Understanding™

Document Understanding^TM is a service within Automation Cloud^TM. All Document Understanding users need to have an account in Automation Cloud.

Check the About Automation Cloud™ page from the Automation Cloud^TM Admin Guide for more information.

Um Document Understanding zu verwenden, müssen Sie es auf einem bestimmten Cloudmandanten aktivieren.

Hinweis:

If you are using classic projects or projects based on AI Center, you need to enable AI Center on your tenant as well.

Check the About Tenants for more information about Automation Cloud tenants.

Um Document Understanding für Ihren Mandanten zu aktivieren, führen Sie die folgenden Schritte aus:

1. Öffnen Sie die Automation Cloud.
2. Go to the Admin menu.
3. Wählen Sie den Mandanten aus, bei dem Sie Document Understanding aktivieren möchten.
4. Wechseln Sie zu Dienste.
5. Select the three-dot ⋮ icon from the Document Understanding and AI Center cards and choose Enable to enable both services.
   Hinweis:

   To gain access to AI Center, you need to change your licensing plan to Enterprise Trial or Enterprise. For more information, check the AI Center user guide.

Ein neues Projekt erstellen

Before creating a new project, familiarize yourself with Document Understanding by going through this short tutorial.

Ein neues Projekt mit Document Understanding erstellen

1. Öffnen Sie Document Understanding.

2. Click on the New project button.

3. Fill in all the required fields and click Create. You now have a new project that is available only in Document Understanding.

4. Open the newly created project, click on the New button, and select Using Semi-Structured AI. A popup opens requiring you to link the project to AI Center.

5. Click the Confirm button to create the same project in AI Center. Once confirmed, your project from Document Understanding receives a Linked to AI Center project icon next to its name.

   

Neuen Dokumenttyp erstellen

Once you have created your project, you can start creating new document types, according to your project needs. Here are the steps you need to follow for creating a new document type:

1. Open your project and click on the New project button.
2. Choose the document type, Using Forms AI (fixed layout forms) or Using Semi-Structured AI. For this example we are using the Semi-Structured AI document type.
3. Import your data by following these instructions.