document-understanding
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- Overview
- Getting started
- Activities
- Insights dashboards
- Document Understanding Process
- Quickstart tutorials
- Framework components
- ML packages
- Overview
- Document Understanding - ML package
- DocumentClassifier - ML package
- ML packages with OCR capabilities
- 1040 - ML package
- 1040 Schedule C - ML package
- 1040 Schedule D - ML package
- 1040 Schedule E - ML package
- 1040x - ML package
- 3949a - ML package
- 4506T - ML package
- 709 - ML package
- 941x - ML package
- 9465 - ML package
- ACORD125 - ML package
- ACORD126 - ML package
- ACORD131 - ML package
- ACORD140 - ML package
- ACORD25 - ML package
- Bank Statements - ML package
- Bills Of Lading - ML package
- Certificate of Incorporation - ML package
- Certificate of Origin - ML package
- Checks - ML package
- Children Product Certificate - ML package
- CMS 1500 - ML package
- EU Declaration of Conformity - ML package
- Financial Statements - ML package
- FM1003 - ML package
- I9 - ML package
- ID Cards - ML package
- Invoices - ML package
- Invoices Australia - ML package
- Invoices China - ML package
- Invoices Hebrew - ML package
- Invoices India - ML package
- Invoices Japan - ML package
- Invoices Shipping - ML package
- Packing Lists - ML package
- Payslips - ML package
- Passports - ML package
- Purchase Orders - ML package
- Receipts - ML package
- Remittance Advices - ML package
- UB04 - ML package
- Utility Bills - ML package
- Vehicle Titles - ML package
- W2 - ML package
- W9 - ML package
- Other Out-of-the-box ML Packages
- Public endpoints
- Traffic limitations
- OCR Configuration
- Pipelines
- OCR services
- Supported languages
- Deep Learning
- Data and security
- Licensing
Document Understanding User Guide
Last updated Oct 15, 2025
Navigate to the Manage Access section to start managing role assignments.
Attention:
Roles can be assigned to users, groups, or external applications.
Here you can assign a new role by using the Assign role option, view a list with all the users that received roles, and the roles each user has.
- Sort the list of available users by Name and Role(s).
- Select the Assign role option for assigning a role(s) to a user, a group, or an external application.
- Select the Refresh
button whenever changes occurred.
- Select the More actions
menu to Edit or Remove the role(s) of a user, a group, or an external application.
The Roles tab provides information about all available roles that can be assigned to a user.
- Use the Search bar to initiate a search for a specific role.
- Select the Name
sorting option to sort the roles alphabetic, in ascending, or descending order.
- Select the Refresh
- Select the View
permissions option to visualize all available permissions for the selected role.
Each role has specific permission. Here is the complete list of all permissions assigned to each available role.
You can choose between the following role permissions:
- Document Understanding Administrator: has all permissions at both project and tenant level.
- Document Understanding Data Annotator: can view projects, label documents, edit fields, but can't delete data from Document Types or publish project versions.
- Document Understanding Developer: can read projects and can manage anything inside a project: classifiers, extractors, document types. Cannot create or delete projects.
- Document Understanding Model Trainer: can view projects, label documents, edit fields, import or export data and delete data from a Document Type session.
- Document Understanding Viewer: can view all entities but has no rights to edit or delete them.
- Document
Understanding Project Administrator: has all
permissions to manage a project and users for the
project.
Note: This role is only available at project level.
|
Permission |
Description |
|---|---|
| Classifier.Create | You can create a new classifier. |
| Classifier.Delete | You can delete an already available classifier. |
| Classifier.Read | You can read the classifier. |
| Classifier.Update | You can update a classifier that is already available. |
| DocumentType.Create | You can create new document types. |
| DocumentType.Delete | You can delete document types. |
| DocumentType.Read | You can read an already available Document Type. |
| DocumentType.Update | You can update a document type that is already available. |
| Extractor.Create | You can create a new extractor. |
| Extractor.Delete | You can delete an already available extractor. |
| Extractor.Read | You can read the extractor. |
| Extractor.Update | You can update an extractor that is already available. |
| MonitorProcessedDocuments.Read | You can read the processed documents from the Monitor section. |
| MonitorProcessedDocumentsDetail.Read | You can read the processed documents detail from the Monitor section. |
| MonitorProjectPerformance.Read | You can read the Projects Performance dashboard from the Monitor section. |
| Project.Create | User can create new projects. |
| Project.Delete | You can delete an already available project. |
| Project.Read | You can read the project. |
| Project.Update | You can update an already available project. |
| ProjectVersion.Create | You can create new project versions. |
| ProjectVersion.Delete | You can delete an already available project version. |
| ProjectVersion.Read | You can read a project version. |
| ProjectVersion.Update | You can update an already available project version. |
| ProjectVersionLabel.Create | You can create new project version labels. |
| ProjectVersionLabel.Delete | You can delete an already available project version label. |
| ProjectVersionLabel.Read | You can read a project version label. |
| ProjectVersionLabel.Update | You can update an already available project version label. |
| TenantSettings.Create | You can create Document UnderstandingTM tenant level settings. |
| TenantSettings.Read | You can read Document Understanding tenant level settings. |
| TenantSettings.Update | You can update Document Understanding tenant level settings. |
|
Permission |
Description |
|---|---|
| Classifier.Read | You can read the classifier. |
| DocumentType.Read | You can read an already available Document Type. |
| DocumentType.Update | You can update a document type that is already available. You can update anything inside a particular document type (for example, add or remove documents, add or remove annotations, add or remove fields, and others). |
| Extractor.Read | You can read the extractor. |
| MonitorProcessedDocuments.Read | You can read the processed documents from the Monitor section. |
| MonitorProcessedDocumentsDetail.Read | You can read the processed documents detail from the Monitor section. |
| MonitorProjectPerformance.Read | You can read the Projects Performance dashboard from the Monitor section. |
| Project.Read | You can read the project. |
| ProjectVersion.Read | You can read a project version. |
| ProjectVersionLabel.Read | You can read a project version label. |
|
Permission |
Description |
|---|---|
| Classifier.Create | You can create a new classifier. |
| Classifier.Delete | You can delete an already available classifier. |
| Classifier.Read | You can read the classifier. |
| Classifier.Update | You can update a classifier that is already available. |
| DataSetExport.Create | Export data sets from a project version and manage the visibility of the download document(s) button. |
| DataSetExport.Delete | Delete data set exports from a project version. |
| DataSetExport.Read | Read data set exports from a project version. |
| Documents.Delete | Delete documents from a project. |
| DocumentType.Create | You can create new document types. |
| DocumentType.Delete | You can delete document types. |
| DocumentType.Read | You can read an already available Document Type. |
| DocumentType.Update | You can update a document type that is already available. |
| Extractor.Create | You can create a new extractor. |
| Extractor.Delete | You can delete an already available extractor. |
| Extractor.Read | You can read the extractor. |
| Extractor.Update | You can update an extractor that is already available. |
| MonitorProcessedDocuments.Read | You can read the processed documents from the Monitor section. |
| MonitorProcessedDocumentsDetail.Read | You can read the processed documents detail from the Monitor section. |
| MonitorProjectPerformance.Read | You can read the Projects Performance dashboard from the Monitor section. |
| Project.Read | You can read the project. |
| Project.Update | You can update an already available project. |
| ProjectVersion.Create | You can create new project versions. |
| ProjectVersion.Read | You can read a project version. |
| ProjectVersion.Update | You can update an already available project version. |
| ProjectVersionLabel.Read | You can read a project version label. |
|
Permission |
Description |
|---|---|
| Classifier.Read | You can read the classifier. |
| DocumentType.Read | You can read an already available Document Type. |
| DocumentType.Update | You can update a document type that is already available. |
| Extractor.Read | You can read the extractor. |
| MonitorProcessedDocuments.Read | You can read the processed documents from the Monitor section. |
| MonitorProcessedDocumentsDetail.Read | You can read the processed documents detail from the Monitor section. |
| MonitorProjectPerformance.Read | You can read the Projects Performance dashboard from the Monitor section. |
| Project.Read | You can read the project. |
| ProjectVersion.Create | You can create new project versions. |
| ProjectVersion.Read | You can read a project version. |
| ProjectVersion.Update | You can update an already available project version. |
| ProjectVersionLabel.Read | You can read a project version label. |
|
Permission |
Description |
|---|---|
| Classifier.Read | You can read the classifier. |
| DocumentType.Read | You can read an already available Document Type. |
| Extractor.Read | You can read the extractor. |
| MonitorProcessedDocuments.Read | You can read the processed documents from the Monitor section. |
| MonitorProjectPerformance.Read | You can read the Projects Performance dashboard from the Monitor section. |
| Project.Read | You can read the project. |
| ProjectVersion.Read | You can read a project version. |
| ProjectVersionLabel.Read | You can read a project version label. |
Note: This role is only available at project
level.
|
Permission |
Description |
|---|---|
| Classifier.Create | You can create a new classifier. |
| Classifier.Delete | You can delete an already available classifier. |
| Classifier.Read | You can read the classifier. |
| Classifier.Update | You can update a classifier that is already available. |
| DataSetExport.Create | You can export a dataset from a project version and manage the visibility of the Download document(s) button. |
| DataSetExport.Delete | You can delete a dataset export. |
| DataSetExport.Read | You can read an available dataset export. |
| Documents.Delete | You can delete documents. |
| DocumentType.Create | You can create new document types. |
| DocumentType.Delete | You can delete entire document types (including documents, annotations, schemas, etc.) |
| DocumentType.Read | You can read an already available Document Type. |
| DocumentType.Update | You can update a document type that is already available. You can update anything inside a particular document type (for example, add or remove documents, add or remove annotations, add or remove fields, and others). |
| Extractor.Create | You can create a new extractor. |
| Extractor.Delete | You can delete an already available extractor. |
| Extractor.Read | You can read the extractor. |
| Extractor.Update | You can update an extractor that is already available. |
| MonitorProcessedDocuments.Read | You can read the processed documents from the Monitor section. |
| MonitorProcessedDocumentsDetail.Read | You can read the processed documents detail from the Monitor section. |
| MonitorProjectPerformance.Read | You can read the Projects Performance dashboard from the Monitor section. |
| Project.Read | You can read the project. |
| Project.Update | You can update an already available project. |
| ProjectVersion.Create | You can create new project versions. |
| ProjectVersion.Delete | You can delete an already available project version. |
| ProjectVersion.Read | You can read a project version. |
| ProjectVersion.Update | You can update an already available project version. |
| ProjectVersionLabel.Create | You can create new project version labels. |
| ProjectVersionLabel.Delete | You can delete an already available project version label. |
| ProjectVersionLabel.Read | You can read a project version label. |
| ProjectVersionLabel.Update | You can update an already available project version label. |
- Role Assignments Tab
- Roles tab
- Role permissions
- Document Understanding Administrator permissions
- Document Understanding Data Annotator permissions
- Document Understanding Developer permissions
- Document Understanding Model Trainer permissions
- Document Understanding Viewer permissions
- Project Administrator permissions
