document-understanding
latest
false
UiPath logo, featuring letters U and I in white

Document Understanding User Guide

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

Enabling Document Understanding™ and creating a project

Enabling Document Understanding™

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.

Note: 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.

To enable Document Understanding on your tenant, follow the steps below:
  1. Open Automation Cloud.
  2. Go to the Admin menu.
  3. Select the tenant on which you want to enable Document Understanding.
  4. Go to Services.
  5. 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.

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.
  • Enabling Document Understanding™
  • Create a new project
  • Create a new project using Document Understanding
  • Create a new document type

Was this page helpful?

Get The Help You Need
Learning RPA - Automation Courses
UiPath Community Forum
Uipath Logo White
Trust and Security
© 2005-2024 UiPath. All rights reserved.