- Overview
- Document Understanding Process
- Quickstart tutorials
- 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
- 1040x - ML package
- 3949a - ML package
- 4506T - ML package
- 709 - ML package
- 941x - ML package
- 9465 - 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
- 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 China - ML package
- Invoices Hebrew - ML package
- Invoices India - ML package
- Invoices Japan - ML package
- Invoices Shipping - ML package
- Packing Lists - ML package
- Passports - ML package
- Payslips - ML package
- Purchase Orders - ML package
- Receipts - ML package
- Remittance Advices - 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
- Hardware requirements
- Pipelines
- Document Manager
- OCR services
- Supported languages
- Deep Learning
- Insights dashboards
- Document Understanding deployed in Automation Suite
- Document Understanding deployed in AI Center standalone
- Licensing
- Activities
- UiPath.Abbyy.Activities
- UiPath.AbbyyEmbedded.Activities
- UiPath.DocumentProcessing.Contracts
- UiPath.DocumentUnderstanding.ML.Activities
- UiPath.DocumentUnderstanding.OCR.LocalServer.Activities
- UiPath.IntelligentOCR.Activities
- UiPath.OCR.Activities
- UiPath.OCR.Contracts
- UiPath.OmniPage.Activities
- UiPath.PDF.Activities
Prerequisites and access conditions for Document Manager, including the Enterprise license requirement and the need for both Document Understanding and AI Center to be enabled on your tenant.
To access Document Manager, two conditions have to be met:
- You need to have an Enterprise license, either trial or full. To check this, go to Admin > Licenses.
- You need to have both Document UnderstandingTM and AI Center enabled as a service for your tenant. To do so, go to Admin > Tenants. Here you can either edit an existing tenant if you selectthe options button and select Tenant Settings or you can create a new tenant if you select the Add Tenant button. In both cases, make sure AI Center is selected as a service before saving.
Make sure that both Document Understanding and AI Center are enabled on your tenant.
To start using Document Manager, create an AI Center Project and a Dataset. Then, select Data Labeling from the left navigation menu and create a labeling session.
Notice that when creating a Data Labeling session, a form appears to select an export dataset. This is the dataset where all data exported from the data labeling session will be kept.
Once created, a Data Labeling session is deployed instantly. To change the status of the session from Deploying to Available, simply select the refresh button. Then select the session to launch it.
Launching a session opens a new tab with Document Manager.