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Document Understanding classic user guide

Última atualização 23 de abr de 2026

Classificação de um clique

Use the One Click Classification feature to easily train document classifiers straight from the Document UnderstandingTM interface. This feature allows bypassing the need for manually creating Datasets, Pipelines, and ML Skills in AI Center with the help of a new user experience within Document Understanding.

Make sure that your Document Understanding project is linked to AI Center before using this functionality.

Opção classificar

You can use One Click Classification with Document Manager and/or Forms AI and can identify it by the Classify button.

To use One Click Classification, upload your documents in a Document Type session. Click on the New button and select one of the following options: Using Forms AI (fixed layout forms) or Using Semi-structured AI. Both options open a session where you can upload your documents. Once documents have been uploaded in their respective Document type session, you can use the New Classifier button to open the One Click Classification dialog.

The Classify button opens a dropdown with two options: Automated Training and Manual Training. Before using any of these options, make sure you have at least two Document Understanding sessions created with at least ten samples each. Not complying results in an error as the one below.

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Treinamento Automatizado

Use the Automated Training option to train a classification dataset straight in Document Understanding. Once you choose this option, you have to add a Classifier Name, select the preferred Document Types, and select the version of the DocumentClassifier model. When finished, click the Train button.

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Essa funcionalidade cria automaticamente um novo conjunto de dados no AI Center com o nome fornecido anteriormente por você no campo Nome do Classificador da janela pop-up Treinar conjunto de dados de classificação.

Detalhes

You can see more details about the created Automated Training action by clicking on the name of the classifier from the Classifiers page, or by clicking the actions menu, and selecting the Details option.

Here's a list with all the information provided by the Details option:

  • Training set - Specifies the number of documents and number of pages processed.
  • Documents classified - Specifies the number of classified documents.
  • F1 Score - Provides an accuracy score percentage for the dataset.
  • Status - Provides the status of the classification action.
  • Document types - Provides the list of Document types used for the action.
  • Package Name - Provides the name of the used ML Package.
  • Package Version - Provides the used version of the DocumentClassifier model.
  • ML Skill details - Provides the URL of the ML Skill created for the dataset. You can copy it and use it in your workflow.
  • Dataset link - Provides the public endpoint URL of the created (public) dataset.
  • Pipeline details - Provides the URL of the pipeline created for the dataset.
  • Score details - Specifies the accuracy score of the dataset.
  • View/Hide Logs - Provides a list with all the logs of the created dataset. You can copy it and use it when needed.
    Observação:

    Score details and Score percentage options are available for datasets running with DocumentClassifier version 23.1 or higher.

Treinamento manual

Use the Manual Training option to export a classification dataset to AI Center and then train it in AI Center. Once you choose this option, you have to add a Dataset Name and select the preferred Document Types. When finished, click the Export button.

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Detalhes

You can see more details about the created Manual Training action by selecting the Classifiers tab from your project page, clicking on the actions menu, and selecting the Details option.

Here's a list with all the information provided by the Details option:

  • Training set - Specifies the number of documents and number of pages processed.
  • Documents classified - Specifies the number of classified documents.
  • F1 Score - Provides an accuracy score percentage for the dataset.
  • Status - Provides the status of the classification action.
  • Document types - Provides the list of Document types used for the action.
  • Package Name - Provides the name of the used ML Package.
  • Package Version - Provides the used version of the DocumentClassifier model.
  • ML Skill details - Provides the URL of the ML Skill created for the dataset. You can copy it and use it in your workflow.
  • Dataset link - Provides the public endpoint URL of the created (public) dataset.
  • Pipeline details - Provides the URL of the pipeline created for the dataset.
  • Score details - Specifies the accuracy score of the dataset.
  • View/Hide Logs - Provides a list with all the logs of the created dataset. You can copy it and use it when needed.

Status dos classificadores

You can check the status of all your classification actions by using the Classifiers tab from your project page.

Visão geral

Após selecionar a guia Classificadores, você poderá visualizar quatro colunas diferentes, cada uma apresentando informações sobre as ações de classificação criadas. Você pode ordená-las individualmente em ordem alfabética crescente ou decrescente, ou deixá-las em seu estado padrão, organizadas por data de criação, com o último dado no topo:

  • Name - Displays the name of the classification actions.
  • Type - Displays the type of classification action (export or train).
  • Creation date - Displays the creation date.
  • Status - Displays the status of the action. There are multiple available statuses for each action. Check the table below for more details.
  • Refresh - Refreshes the statuses for all actions, displaying the most recent ones.
StatusDescriptionOpção classificar
DisponívelA ação foi executada com sucesso.Treinamento Automatizado
InProgressA ação ainda está em execução.Treinamento Automatizado
Exportação concluídaA ação foi executada com sucesso.Treinamento manual
Exportação em andamentoA ação ainda está em execução.Treinamento manual
Não IniciadoA execução da ação ainda não foi iniciada.Automated Training Manual Training
Fora de sincronizaçãoO status do Document Understanding não é sincronizado com aquele do AI Center.Automated Training Manual Training
SuspensoA ação foi pausada.Automated Training Manual Training

Menu Ações

O menu de ações está disponível no lado direito e traz as seguintes opções disponíveis, uma vez aberto:

  • Copy URL - Allows you to copy the URL of the public endpoint created with the Automated Training action.
  • Details - Provides information about the created action.
  • Delete - Deletes the created action from both Document Understanding and AI Center.
  • Stop ML Skill - Stops the ML Skill for the Automated Training action.
  • Opção classificar
  • Treinamento Automatizado
  • Treinamento manual
  • Status dos classificadores
  • Visão geral
  • Menu Ações

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