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Document Understanding 用户指南

上次更新日期 2026年4月23日

发布

You can use the Publish section to:

  • 创建项目版本:将当前模型状态冻结到项目版本中。
  • 部署项目版本:使模型可从工作流访问。
  • Automate your process: consume the product version in an automation and open Studio Web or Studio Desktop, or integrate using APIs.
  • 导出数据集,以便其他租户或组织使用,或者将其保存为备份。

projectVersion

A project version is a snapshot of the current models state. Since the Classifier and Extractor models are trained continuously as you upload data or interact with the model, you can use the Project version feature to freeze the current state of the models if you are satisfied with the performance. Once a project version is created, you can start using your models in a workflow.

新建项目版本

如果您对当前的模型性能感到满意,或者想在工作流中测试模型行为,请新建项目版本。

  1. Go to the Publish section in your project.
  2. Select Create a project version.
  3. Fill in the name of your project version in the Name field.
  4. [Optional] Add a description for your project version.
  5. Choose the models you want to be included from the Models to include drop-down list.
    提示:

    选择多种文档类型时,系统会自动启用分类。

  6. 选择部署类型。
  7. 选择“创建”

创建项目版本后,您可以开始在工作流中使用模型。系统会针对所有上传的数据,对在创建流程版本期间选择的“分类器”和“提取程序”进行训练。根据模型和数据集的大小,这可能需要几分钟到几个小时。

“创建项目版本”界面的屏幕截图。

提示:

You can check the model version used in your project version. To do so, select the three-dot icon next to the project version and choose Edit version. You can check the model version from the Selected models section. “编辑项目版本”界面的屏幕截图。

部署项目版本

创建项目后,项目版本可以具有以下任一状态:

  • Training: Models in the project are being trained. This is a transitory state.
  • Trained: Models in the project are trained.
  • Undeployed: Models trainining is complete, but the models are in idle state. Models are not consuming any resources and the project version cannot be referenced from, or used in workflows. Undeployed project versions are not available in Studio activities.
  • Deployed: Models training is complete, and the are running. Models are consuming hardware resources and the project version can be referenced from and used in workflows.

To deploy a project version, select the toggle from the Deployed column.

“项目版本”界面的屏幕截图。

编辑项目版本

To edit a project version, select the three-dot icon for the desired project version and choose Edit versionfrom the drop-down menu:

  • Name: you cannot edit the name of a project version.
  • Description: you cannot edit the description of a project version.
  • Selected models: you can check detailed information on the model:
    • Base model: the base ML model used in the project version.
    • Document type: the document type used in the project version.
    • Version: the version of the ML model.
  • Deployment tag: you can select a tag that links directly to the specific activity. This allows you to consume only a snapshot of your project. Your selection made within the classification or extraction activities in Studio show up in the Version field found in the Document Details. For more information about using the Tag and Version fields in the activities, visit the following:

自动化您的流程

部署项目版本后,您可以在工作流中使用模型。

You can do this easily by selecting the desired deployed project version from the list and selecting Open Studio Web or selecting Open Studio Desktop.

备注:

This button is not available for projects in Delayed update organizations.

If you are using Document UnderstandingTM Cloud APIs, you can also use the project in your API automation. You can do this easily be selecting Integrate via API.

备注:
  • The Integrate via API button is only active if you have extraction models in your project version.
  • The Open Studio Web button is not available in this screen.

If you select Integrate via API, a new window with the code is displayed. Here, you have the option to select your preferred programming language and paste this code into your preferred editor. However, please remember to modify the specified variables before consuming the deployed project via REST APIs.

“待复制 Python API 代码”界面的屏幕截图。

导出

您可以从新式项目导出带批注的数据集,并且:

  • 将它们导入到其他租户或组织的另一个新式项目中。
  • Import them into a classic project. For more information on how to import datasets into a classic project, check the Document Understanding User Guide for classic projects.
    备注:

    Datasets exported from modern projects are compatible with classic projects only when training on model version 23.4.0 or newer.

重要提示:

仅导出已标注且已确认的活动(绿色盾牌图标)。 已确认盾牌图标的屏幕截图。

For more information on how to export datasets and migrate your modern projects, check the Migrating modern projects page.

  • projectVersion
  • 新建项目版本
  • 部署项目版本
  • 编辑项目版本
  • 自动化您的流程
  • 导出

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