Enabling Document Understanding and Creating a Project

As a first time user of Document Understanding, follow the steps below to create a new project or session.

Make sure that both Document Understanding and AI Center™ are enabled on your tenant by following the steps below:

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

Create a New Project

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

Create a New Project Using Document Understanding

1. Open 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.
   
   

   

   
   

Create a New Document Type

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.