# Setup

> To successfully establish a connection and send requests to the Form Recognizer API, the [Azure Form Recognizer Scope](https://docs.uipath.com/marketplace/automation-cloud/latest/user-guide/microsoft-azure-form-recognizer-scope#azure-form-recognizer-scope) activity must provide a subscription key that validates your subscription to the Azure Form Recognizer service.

## Overview

To successfully establish a connection and send requests to the Form Recognizer API, the [Azure Form Recognizer Scope](https://docs.uipath.com/marketplace/automation-cloud/latest/user-guide/microsoft-azure-form-recognizer-scope#azure-form-recognizer-scope) activity must provide a subscription key that validates your subscription to the Azure Form Recognizer service.

To generate a subscription key and enable the other activities to successfully send requests to the Form Recognizer API operations, you must complete the following prerequisites and steps:

1. [Create a Form Recognizer Azure resource](https://docs.uipath.com/marketplace/automation-cloud/latest/user-guide/microsoft-azure-form-recognizer-setup#setup)
2. [Build and upload a training data set](https://docs.uipath.com/marketplace/automation-cloud/latest/user-guide/microsoft-azure-form-recognizer-setup#setup)
3. [Get shared access signature](https://docs.uipath.com/marketplace/automation-cloud/latest/user-guide/microsoft-azure-form-recognizer-setup#setup)
4. [Build your project](https://docs.uipath.com/marketplace/automation-cloud/latest/user-guide/microsoft-azure-form-recognizer-setup#setup)

   ![docs image](https://dev-assets.cms.uipath.com/assets/images/marketplace/marketplace-docs-image-34063-e94c2ae2-3b6d1454.webp)

### 1. Create a Form Recognizer Azure resource

Complete Microsoft's documented steps to [create a Form Recognizer resource](https://docs.microsoft.com/en-us/azure/cognitive-services/form-recognizer/quickstarts/curl-train-extract#create-a-form-recognizer-resource).
:::note
The Azure Form Recognizer service is available in a limited-access preview. Because of this, the process to create a resource may be different when compared to other Azure services (to learn more, see [request access](https://docs.microsoft.com/en-us/azure/cognitive-services/form-recognizer/overview#request-access) in the Microsoft documentation).
:::

When your Form Recognizer resource finishes deployment:

1. Find and select it from the **All resources** list in the portal.
2. Click the **Quick start** tab under **RESOURCE MANAGEMENT** to view your subscription data.
3.
   :::note
   the values of **Key1** and **Endpoint** (you'll enter these in the **Azure Form Recognizer Scope** activity).
      :::

   ![docs image](https://dev-assets.cms.uipath.com/assets/images/marketplace/marketplace-docs-image-35326-045d9a5e-f20c990a.webp)

### 2. Build and upload a training data set

Follow Microsoft's documented tips and input requirements to [build a training data set for a custom model](https://docs.microsoft.com/en-us/azure/cognitive-services/form-recognizer/build-training-data-set).
:::note
To build a training data set for our examples, we used the files in the **Train** folder of Microsoft's provided [sample data set](https://github.com/Azure-Samples/cognitive-services-REST-api-samples/blob/master/curl/form-recognizer/sample_data.zip).
:::

After building your training data set, follow Microsoft's documented steps to [create a container](https://docs.microsoft.com/en-us/azure/storage/blobs/storage-quickstart-blobs-portal#create-a-container) (you may need to [create a storage account](https://docs.microsoft.com/en-us/azure/storage/common/storage-quickstart-create-account?tabs=azure-portal#create-a-storage-account-1) first if you don't have one).

After creating your container:

1. Go to **Storage Explorer** in the Azure portal.
2. Under **Subscriptions**, find and select the storage account that you created your container in.
3. Under the account's **Blob containers**, select the container that you created.
4. **Upload** your training data set (e.g., 5 PDF invoices).

   ![docs image](https://dev-assets.cms.uipath.com/assets/images/marketplace/marketplace-docs-image-33927-0cab351d-35d9ad9a.webp)

### 3. Get shared access signature

The [Train Model](https://docs.uipath.com/marketplace/automation-cloud/latest/user-guide/microsoft-azure-form-recognizer-train-model#train-model) activity requires a URI to the container that has your training data set.

To get the container URI:

1. Go to **Storage Explorer** in the Azure portal.
2. Under **Subscriptions**, find and select the storage account that you created your container in.
3. Under the account's **Blob containers**, right-click the container that you created.
4. Click **Get Shared Access Signature** (this opens Shared Access Signature window).
5. Enter your **Access policy**,**Start time**,**Expiry time**,**Time zone**, and **Permissions**.
   * At a minimum, select *Read
   * and *List
   * from the **Permissions** list.
6. Click **Create**.
7.
   :::note
   the **URI** value.
      :::

   ![docs image](https://dev-assets.cms.uipath.com/assets/images/marketplace/marketplace-docs-image-34111-39d9c3d2-ba52641a.webp)

### 4. Build your project

1. Create a new automation project.
   1. Open **UiPath Studio**.
   2. Under **New Project**, click **Process** (this opens a **New Blank Process** window).
   3. Enter a project **Name**, **Location**, and **Description**.
   4. Click **Create**.

      ![docs image](https://dev-assets.cms.uipath.com/assets/images/marketplace/marketplace-docs-image-36284-22b0237a-78cdd79c.webp)
2. Install the **UiPath.AzureFormRecognizer.Activities** package.
   1. In the **Design** ribbon, click **Manage Packages** (this opens the **Manage Packages** window).
   2. Under **All Packages**, click **Go**.
   3. In the **Search** bar, enter *Azure*.
   4. Click, install and accept the license for the **UiPath.AzureFormRecognizer.Activities**.
      * For more information about Uipath Studio packages, see [Managing Packages](https://docs.uipath.com/studio/docs/managing-activities-packages) in the Studio Guide.

        ![docs image](https://dev-assets.cms.uipath.com/assets/images/marketplace/marketplace-docs-image-36620-9ab06e1c-771a1bda.webp)

You're done!

Now that you have completed the setup, you can start adding the Azure Form Recognizer activities to your project.

## Next steps

To learn more about the Azure Form Recognizer activities (including example property inputs/outputs), see the [Activities](https://docs.uipath.com/marketplace/automation-cloud/latest/user-guide/microsoft-azure-form-recognizer-activities) page for a complete list of activities and links to the detail pages.