- Overview
- Getting started
- Introduction
- Enabling Document Understanding™ and creating a project
- Customer-Managed Keys
- Forms AI
- One Click Classification
- One Click Extraction
- Activities
- Insights dashboards
- Document Understanding Process
- Quickstart tutorials
- Framework components
- ML packages
- Overview
- Document Understanding - ML package
- DocumentClassifier - ML package
- ML packages with OCR capabilities
- 1040 - ML package
- 1040 Schedule C - ML package
- 1040 Schedule D - ML package
- 1040 Schedule E - ML package
- 1040x - ML package
- 3949a - ML package
- 4506T - ML package
- 709 - ML package
- 941x - ML package
- 9465 - ML package
- ACORD131 - ML package
- ACORD140 - ML package
- ACORD25 - ML package
- Bank Statements - ML package
- Bills Of Lading - ML package
- Certificate of Incorporation - ML package
- Certificate of Origin - ML package
- Checks - ML package
- Children Product Certificate - ML package
- CMS 1500 - ML package
- EU Declaration of Conformity - ML package
- Financial Statements - ML package
- FM1003 - ML package
- I9 - ML package
- ID Cards - ML package
- Invoices - ML package
- Invoices Australia - ML package
- Invoices China - ML package
- Invoices Hebrew - ML package
- Invoices India - ML package
- Invoices Japan - ML package
- Invoices Shipping - ML package
- Packing Lists - ML package
- Payslips - ML package
- Passports - ML package
- Purchase Orders - ML package
- Receipts - ML Package
- Remittance Advices - ML package
- UB04 - ML package
- Utility Bills - ML package
- Vehicle Titles - ML package
- W2 - ML package
- W9 - ML package
- Other Out-of-the-box ML Packages
- Public endpoints
- Traffic limitations
- OCR Configuration
- Pipelines
- OCR services
- Supported languages
- Deep Learning
- Licensing
Enabling Document Understanding™ and creating a project
Document UnderstandingTM is a service within Automation CloudTM. All Document Understanding users need to have an account in Automation Cloud.
Check the About Automation Cloud™ page from the Automation CloudTM Admin Guide for more information.
To start using Document Understanding, you need to enable it on a specific cloud tenant.
Check the About Tenants for more information about Automation Cloud tenants.
- Open Automation Cloud.
- Go to the Admin menu.
- Select the tenant on which you want to enable Document Understanding.
- Go to Services.
- Select the three-dot ⋮ icon
from the Document Understanding and AI Center cards and choose Enable
to enable both services.
Note: 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.
Before creating a new project, familiarize yourself with Document Understanding by going through this short tutorial.
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:
- Open your project and click on the New project button.
- 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.
- Import your data by following these instructions.
