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Document Understanding User Guide

Automation CloudAutomation Cloud Public SectorAutomation SuiteStandalone
Last updated Dec 12, 2024

Access Document types

There are two ways you can access Document types:
  1. By using Document UnderstandingTM (recommended).
  2. By using AI Center.

To access Document types using AI Center, two conditions have to be met:

  1. You need to have an Enterprise license, either trial or full. To check this, go to Admin > Licenses.
  2. You need to have both Document Understanding and AI Center enabled as a service for your tenant. To do so, go to Admin > Tenants. Here you can either edit an existing tenant if you click the options button and select Tenant Settings or you can create a new tenant if you click the Add Tenant button. In both cases, make sure AI Center is selected as a service before saving.

Make sure that both Document Understanding and AI Center are enabled on your tenant.

To start using Document types, create an AI Center Project. Then, select Data Labeling from the left navigation menu and create a labeling session.

Notice that when creating a Data Labeling session, a form appears to select an export dataset. This is the dataset where all data exported from the data labeling session will be kept.

Once created, a Data Labeling session is deployed instantly. To change the status of the session from Deploying to Available, simply click the refresh button. Then click the session to launch it.

Launching a session opens a new tab with Document types.

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