- 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
- 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
- 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 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
- Deep Learning
- 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
Document Understanding User Guide
First run experience
Follow the steps below to access Document UnderstandingTM in Automation Suite:
- Activate the license
- Enable AI Center on the tenant
- Create a project on AI Center
- Upload the model base images
- Create a data labeling session
- Launch the data labeling session
Sign in to Automation Suite, then go to Admin > Licenses and input your license key. More information on how to access Automation Suite can be found here.
Upon successful activation, under Consumables, AI Units quantity should not be 0. A specified number of pages are shown for Document Understanding after clicking the Generate new button.
Please go to Admin > Tenants, click the three dot menu and select AI Center as a provision service under Tenant Setting.
- To create a project on AI Center, select AI Center on the left rail, and then select Create Project from the top bar.
- Enter a project name and select Create.
Upload the Document UnderstandingTM ML Packages to AI Center. You need to upload only the models you want to use.
Detailed instructions can be found here.
If you are using Form Extractor, Intelligent Form Extractor, and Intelligent Keyword Classifier, you can directly access the model without uploading it to AI Center. Detailed instructions can be found here.
Create a data labeling session to use Data Manager to label your dataset and retrain the base model.
- Go to Data Labeling > UiPath Document Understanding.
- Name the data labeling session, enable the Create new dataset slider.
- Name the dataset and then select Create.
This may take a few minutes to deploy. Please refresh the page if the status does not change.
