Document Understanding
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- Overview
- Getting Started
- Activities
- Insights Dashboards
- Document Understanding Process
- Quickstart Tutorials
- Extracting Data From Receipts
- Invoices Retrained With One Additional Field
- Extracting Data From Forms
- Create a new automation starting from a file
- 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
- 4506T - ML Package
- 990 - ML Package - Preview
- ACORD125 - ML Package
- ACORD126 - ML Package
- ACORD131 - ML Package
- ACORD140 - ML Package
- ACORD25 - ML Package
- Bank Statements - ML Package
- BillsOfLading - 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 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
- RemittanceAdvices - 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
- Deep Learning
- Licensing
Create a new automation starting from a
file
Document Understanding User Guide
Last updated Apr 26, 2024
Create a new automation starting from a file
Automate your document processing tasks by using the Extraction Automation Builder to create a Studio Web workflow. You only need a document to start with, then you can use the suggested, pre-configured activities.
Select Create automation from the main page of Document Understanding for Automation CloudTM to access the Extraction
Automation Builder.
Perform the following steps to initiate a new extraction automation:
- Upload a document. Once the
document is uploaded, the document type is automatically detected, with a 0-100%
confidence. Manually select the document type if the automatic detection was
incorrect.
Note: Make sure that the document's format is either JPG, PDF, or PNG. The document can have a size of maximum 14 MB and 20 pages.
- Expand the Optional configurations menu for advanced settings.
- Add a custom project name and description.(optional).
- Choose if the extracted data should be validated or not (optional).
- Select Create Workflow.
Once you create a new workflow, you can view it by performing the following steps:
- Access Studio Web.
- Select the Projects tab.
- Select your automation project.
Once opened, your project should look like this:
You can now run your project so that data can be extracted and validated.
- Select Run to run the project.
- Open Action Center and assign the action to yourself. The running workflow is suspended until you complete the task in Action Center.
- Select Resume to resume running your workflow.
- Once completed, you can check all the extracted
data in the right panel.