- Overview
- Getting started
- Building models
- Consuming models
- ML packages
- 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
- 941x - ML package
- 9465 - ML package
- ACORD125 - ML package
- ACORD126 - 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
- Receipts Japan - ML package
- Remittance Advices - ML package
- UB04 - ML package
- Utility Bills - ML package
- Vehicle Titles - ML package
- W2 - ML package
- W9 - ML package
- Public endpoints
- Supported languages
- Insights dashboards
- Data and security
- Licensing
- How to
Document Understanding Modern Projects User Guide
Introduction
UiPath® Document UnderstandingTM provides a variety of pre-defined solutions designed to help you extract and classify information from common document types. These solutions are built on a set of pre-trained models specifically trained to extract information from a standard set of document types. Combined with our pre-built industry templates, they can handle typical use cases with minimal configuration.
For a complete list of pre-built models, check the Out-of-the-box pre-trained ML packages page.
However, if our pre-built solutions don't meet your requirements or if you want to refine one of our existing models, you can use our model training experience based on active learning to create your own custom Document Understanding solution.
- Configuring and building models
- Consuming models through automations
Document Understanding provides a set of AI-based solutions for document processing. These solutions include classification and extraction. To learn more about how to configure and build your own custom Document Understanding solution, follow the instructions from the Building models section of this guide.
Once you have trained, tested, and deployed your Document Understanding models, you can create an automation using them. You have the option to use either our robotic process automation (RPA) activities or APIs. To determine which set of activities is best suited for your particular use case, and to learn how to select them, check the Consuming models page.
We offer Document UnderstandingTM via different delivery models: Automation CloudTM, Automation Suite. Each delivery model has specific advantages.
- Automation CloudTM is a web-based platform that allows task execution from any location, offering immediate access to the latest features and updates.
- Automation Suite, an integrated software package installed on-premises, provides an advanced level of control and robust data handling. This is suitable for environments that demand a higher degree of data discretion.
To learn more about out delivery models and their differences, check the Delivery Options section from the Overview guide.
There are currently three experiences available for building models. The following table describes the available experiences in each delivery model.
Project type | Available in |
---|---|
Modern projects |
|
Classic projects | Automation Cloud™ |
Projects based on AI Center™ |
|
There are currently two sets of activities available to develop your automations. The following table describes where each set of activities is available in.
Activity type | Available in |
---|---|
DocumentUnderstanding.Activities | Studio Web, Studio Desktop (Windows and cross-platform projects) |
IntelligentOCR.Activities | Studio Desktop (Windows and Windows Legacy projects) |