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Document Understanding User Guide for Modern Experience
Automation CloudAutomation Cloud Public SectorAutomation SuiteStandalone
Last updated Oct 4, 2024

Document Understanding Process template Preview

Overview

Document Understanding Process is a fully functional UiPath® Studio project template based on a document processing flowchart. You can use it to get started with working on either a demo, or a large-scale implementation of Document UnderstandingTM.

The process provides logging, exception handling, retry mechanisms, and all the methods that should be used in a Document Understanding workflow, out of the box.

Figure 1. Document Understanding Process template overview

Framework

Document Understanding Process is preconfigured with a variety of basic document types, classified under a specific taxonomy. The template is equipped with:
  • A classifier, designed to distinguish between these categories using the Document Understanding Project Classifier (Preview) activity.
    If you want to use this, to consume modern projects, drag and drop it in the 30_Classify workflow.
  • An extractor for retrieving the classified information, using the Document Understanding Project Extractor (Preview) activity.

This activity setup is compatible with modern projects, making the process template a best practice sample that you can adapt to your needs.

Figure 2. Document Understanding Project Extractor in the template

Architecture

The process has an architecture decoupled from other connected automations:

  • It does not matter where the files to be processed are coming from or what triggers the execution, this is the responsibility of an upstream process;
  • It does not matter where the extracted information should be used, this is the responsibility of a downstream process.

The process has the same architecture for scenarios using both attended robots, and unattended robots running Document Understanding, that have human in the loop validation via Action Center.

Items are not processed in bulk. Instead, there is one job for each input file. A dispatcher is required for processing every item, but this flexible approach helps you get started, develop, debug, and scale Document Understanding processes.

Supported project language types

The Document Understanding Process template only supports Visual Basic projects.

How to access the process

Note: Document Understanding Process is compatible with Studio version 21.4.4 or higher. For previous Studio versions, you can download the NuGet package from here.

You can find the Document Understanding Process template on the Official template feed. Navigate to the Templates tab and click the Document Understanding Process card.

Figure 3. Official Feed for Studio Templates

Select Use Template.

Figure 4. Use Document Understanding Process template

Enter a Name for your process and select a Location on your PC. Click Create to open the process.



User guide

The process comes with detailed documentation included in the project folder. We recommend you to read the enclosed User Guide even if you are familiar with the Document Understanding solution.

Contribute to the project

You can contribute directly to the project by making a pull request or by opening an issue in our repository here. If you want to create a new branch, please be aware of the naming conventions in the README.md file.

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