Document Understanding User Guide

DELIVERY:

Last updated May 8, 2025

Migrating modern projects

Export

You can export annotated datasets from your modern project and:

Import them into another modern project from a different tenant or organization.
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.
Note: Datasets exported from modern projects are compatible with classic projects only when training on model version 23.4.0 or newer.

You can only export a project version, so make sure that you have a project version created for the dataset you want to export.

Important:

Datasets from project versions created prior to the General Availability (GA) date in May 2024 are not supported for export.
Only annotated and confirmed (green shield icon) are exported.

Export data

If you want to import your project to a different tenant or organization, or backup your project, export the dataset.

Go to the Publish section in your project.
Navigate to the Export tab.
Select Export data.

Note: Make sure that you have a project version created for the dataset you want to export.
Choose the document type you want to export from the Document type drop-down list.
Choose the project version you want to export from the Project Version drop-down list.
Select Export.

Once the export job is started, the dataset is being prepared for download. Once ready, a pop-up message is displayed with a Download button. Select the button to download your dataset.

You can also download the dataset at a later time or delete it from the three-dot menu next to the project version you want to download.

Import datasets

Once you have an exported dataset, you can import it into a different project. For more information on how to export datasets, check the Export section from the Publish page.

If there are any errors during import, an error message is displayed.

Navigate to and open the project into which you want to import data.
Select Add document type and create a new custom document type.

Note: You can only import zip datasets directly in a document type.

Figure 1. Add document type
On the new custom document type, select Upload and choose the zip file of the project you exported. Wait for the upload to finish.

Figure 2. Upload processing