document-understanding
2022.4
true
Document Understanding User Guide
Automation CloudAutomation Cloud Public SectorAutomation SuiteStandalone
Last updated Oct 24, 2024

Access Document Manager

To access Document Manager, two conditions have to be met:

  1. You need to have an Enterprise license either trial or full. To check this, go to Admin > Licenses.
  2. You need to have 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 click the options button and select Tenant Settings or you can create a new tenant if you click the Add Tenant button. In both cases, make sure AI Center is selected as a service before saving.

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 as shown below:



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 click the refresh button. Then click the session to launch it as shown below:



Launching a session opens a new tab with Document Manager.

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