document-understanding
latest
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- Overview
- Getting started
- Building models
- Consuming models
- ML packages
- 1040 - document type
- 1040 Schedule C - document type
- 1040 Schedule D - document type
- 1040 Schedule E - document type
- 1040x - document type
- 3949a - document type
- 4506T - document type
- 709 - document type
- 941x - document type
- 9465 - document type
- ACORD125 - document type
- ACORD126 - document type
- ACORD131 - document type
- ACORD140 - document type
- ACORD25 - document type
- Bank Statements - document type
- Bills Of Lading - document type
- Certificate of Incorporation - document type
- Certificate of Origin - document type
- Checks - document type
- Children Product Certificate - document type
- CMS 1500 - document type
- EU Declaration of Conformity - document type
- Financial Statements - document type
- FM1003 - document type
- I9 - document type
- ID Cards - document type
- Invoices - document type
- Invoices Australia - document type
- Invoices China - document type
- Invoices Hebrew - document type
- Invoices India - document type
- Invoices Japan - document type
- Invoices Shipping - document type
- Packing Lists - document type
- Payslips - document type
- Passports - document type
- Purchase Orders - document type
- Receipts - document type
- Remittance Advices - document type
- UB04 - document type
- Utility Bills - document type
- Vehicle Titles - document type
- W2 - document type
- W9 - document type
- Public endpoints
- Supported languages
- Insights dashboards
- Data and security
- Licensing
- How to
- Troubleshooting
Document Understanding Modern Projects User Guide
Last updated May 8, 2025
Introduction
Document UnderstandingTM is the main starting point for creating and managing projects.
You can use Document Understanding for structured or semi-structured documents, and also enlist the help of pre-trained models. You can always start a training session from scratch, validate your documents, and customize the projects as needed.
After creating a project, you can open it from the Projects section. This
section presents a list with all created projects. You can sort the list:
- Alphabetically in ascending order.
- Alphabetically in descending order.
- By creation date. This is the default sorting order.
Figure 1. Document Understanding main
page
You can use the Columns option to customize the amount of details available
for the projects list. You can customize the following details:
- Name: displays the name of the project.
- Document types: displays the type of documents used for each project.
- Extractors: displays the number of extractors used for each project.
- Documents processed: displays the number of processed documents for each project.
- Creation date: displays the creation date for each project.
- Refresh: Refreshes the information in the displayed columns for all projects.
Tip:
You can choose which columns are displayed from the Columns ˅ drop-down menu. If you select Reset, all fields will be displayed, no matter of the previous selections.
After selecting the project you want to work on, the project page opens.
Each project page has four sections:
- Build: Upload documents, train document classification and extraction models, and receive recommended next steps for improving model performance.
- Measure: Review the overall status of your project and verify the performance of classification and extraction models.
- Publish: Publish a version of the project containing the models, consume the models using activities or APIs.
- Monitor: Review the performance metrics of your automation, and view an audit trail of processed documents.
