Document Understanding
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Document Understanding User Guide for Modern Experience
Last updated Apr 4, 2024

Introduction

Document Understanding is the main starting point for creating new projects. You can use it for structured or semi-structured documents, and also along with pre-trained models. You can always start a training session from scratch, validate your documents, and customize the projects as needed.

Overview Page

Here you can find a list of all the created projects, with specific details. You can sort the projects alphabetically, or by date, create a new project, and customize the page view.

Projects

Presents the list of all created projects. There are three types of sorting for Projects:

  • Alphabetically in ascending order
  • Alphabetically in descending order
  • By creation date.

    The default sorting order is by the creation date.

Once a project is created you can select the type of the document. There are two options:

  • Using Forms AI (fixed layout format) - intended for Forms AI
  • Using Semi-Structured AI - intended for Document Manager


If you want to delete a document type, then open your project, select the document type that you want to delete, open the Action Menu and click on the Delete option.

Columns

Use this function to customize the amount of details available for the Projects list. Here's the full list of details that can be displayed for each created project.

  • Name - Displays the name of the project.
  • Document types - Displays the type of documents used for each project.
  • Extractors - Displays the number of extractors used for each project.
  • Documents processed - Displays the number of processed documents for each project.
  • Creation Date - Displays the creation date for each project.
  • Refresh - Refreshes the information in the displayed columns for all projects.
Tip: You can select which column are displayed from the Columns ˅ drop-down menu. If you click Reset, all fields will be displayed, no matter of the previous selections.

New Project

Create a new project by using the Create project button. Clicking on the Create project opens a new popup window. To use the modern experience, select Modern. This experience is currently in public preview.



When a new project is created, the following information is required:

Option

Description

Field status

Name

Provide a name for the new project.Mandatory
Building experienceChoose between Classic or Modern experience. The modern experience is currently in public preview. Mandatory
Enable OCR for Chinese, Japanese or Korean Languages Checking this box will configure the UiPath Chinese Japanese Korean OCR as the OCR engine used in this project. You can change this later from the project settings. Optional

After creating a project, you can change the project settings and configure advanced options. To do so, select your project and go to Project settings.

Table 1.
OptionDescriptionField status

Description

Provide more details about the project.Optional

OCR method

Select the OCR method for the new project.

Choose between the following options:

  • UiPath Document OCR
  • UiPath Chinese, Japanese, Korean OCR
  • Google Cloud Vision OCR
  • Google Cloud Vision for Japanese
  • Microsoft Read OCR

Mandatory

OCR API Key

Provide the OCR API Key for the chosen OCR method.

If the OCR method is UiPath OCR, or UiPath Chinese, Japanese, Korean OCR, then the value of this field is available on the cloud platform by going to Admin > Licenses > Consumables > AI Units

Optional

OCR URL

Provide the OCR URL corresponding to the chosen OCR method.

Here's the list of the OCR URLs corresponding to the UiPath OCR method.

Here is a list of other commonly used OCR URLs:

Microsoft Read 3.2 Azure: <Azure_resource_Endpoint>/vision/v3.2/read/analyze
Microsoft Read 3.2 On-Prem: http://<IP_addr>:<port_number>/vision/v3.2/read/analyze
Microsoft Read 2.0 Azure: <Azure_resource_Endpoint>/vision/v2.0/read/core/asyncBatchAnalyze
Microsoft Read 2.0 On-Prem: http://<IP_addr>:<port_number>/vision/v2.0/read/core/Analyze

Mandatory

Apply OCR on PDF

Establishes if the OCR process should be applied or not to PDF documents. If set to Yes, the OCR is applied to all PDF pages of the document.

If set to No, the OCR is not applied to any pages and returns only the text embedded in the PDF . When set to Auto OCR applies only to the scanned pages of the document. The default value is Auto.

Mandatory

Note: UiPath OCR API Key is also available on the cloud platform by going to Admin > Licenses > Consumables > AI Units and copying the available key.

A project linked to AI Center is easily identified by the AI Center icon next to the project name.

If you want to delete a project that's linked to AI Center, then the deleting procedure automatically deletes it from AI Center as well.

Project Page

There are four sections part of any project page:
  • Build: Upload documents, train document classification and extraction models, and receive recommended next steps for imprpoving model performance.
  • Measure: Review the overall status of your project and verify the performance of classification and extraction models.
  • Publish: Publish a version of the project containing the models, consume the models using activities or APIs.
  • Monitor: Review the performance metrics of your automation, and view an audit trail of processed documents.

Other Options

The following options are applicable throughout the entire interface of Document Understanding.

Search option enables you to initiate a search among the available list of projects, document types, or extractors. Search is active separately for each selected tab, meaning that if you want to search for an extractor, you should select the Extractors tab. Same applies for Document types. Start a search by typing the name of the project inside the Search bar.

Refresh - Refreshes the list of projects.

Remove project - Deletes the selected project. The Remove project button becomes visible only after opening the action menu.

Note: When deleting a project, all containing document types and extractors are deleted along with the project.

Page scrolling - Easy scroll through the list of project pages, document types, or extractors. Go page by page or skip directly to the first/last page.

Items per page - Select the number of projects, document types, or extractors displayed per project page.

REST API - Opens the REST API framework capabilities.

Licensing

In the Licensing category of this guide, you can check the following information:

RPA Integration

If you want to integrate your Document Understanding project into an RPA workflow, make sure that you follow the steps below:

  • Open UiPath Studio and create a new project by selecting Document Understanding Process from the templates list.

The following packages should also be added to your UiPath Studio project:

  • UiPath.IntelligentOCR.Activities
  • UiPath.OCR.Activities
  • UiPath.DocumentUnderstanding.OCR.LocalServer
  • UiPath.DocumentUnderstanding.ML.Activities
  • UiPath.Omnipage.Activities

Make sure Document Understanding is enabled on your tenant. To do so, follow these steps:

  1. Go to your Automation Cloud™ Administration panel.
  2. Select the tenant where you want to enable the Document Understanding service.
  3. Select Services.
  4. On the Document Understanding card, click on the three-dot icon and select Enable.


Once the Document Understanding is enabled, the Document Understanding tab appears on the left navigation bar.

  • Overview Page
  • Projects
  • Columns
  • New Project
  • Project Page
  • Other Options
  • Licensing
  • RPA Integration

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