- 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
Document Understanding Process template
Document Understanding Process is a fully functional UiPath® Studio project template based on a document processing flowchart. You can use it to get started with working on either a demo, or a large-scale implementation of Document UnderstandingTM.
The process provides logging, exception handling, retry mechanisms, and all the methods that should be used in a Document Understanding workflow, out of the box.
- Windows – This framework uses the IntelligentOCR activity package, designed for Windows projects.
- Cross-platform – This framework uses the DocumentUnderstanding activity package, designed for Cross-platform projects.
The process has an architecture decoupled from other connected automations:
- It does not matter where the files to be processed are coming from or what triggers the execution, this is the responsibility of an upstream process;
- It does not matter where the extracted information should be used, this is the responsibility of a downstream process.
The process has the same architecture for scenarios using both attended robots, and unattended robots running Document Understanding, that have human in the loop validation via Action Center.
Items are not processed in bulk. Instead, there is one job for each input file. A dispatcher is required for processing every item, but this flexible approach helps you get started, develop, debug, and scale Document Understanding processes.
The Document Understanding Process template only supports Visual Basic projects.
- Windows:
- Cross-platform:
You can find the Document Understanding Process template on the official template feed. Navigate to the Templates tab and click the Document Understanding Process card.
Select Use Template.
Enter a Name for your process and choose a Location on your PC. For Compatibility, select the type of project compatibility you want the template to have. Each compatibility type uses a different activity package for its framework. Lastly, select Create to open the process.
The process comes with detailed documentation included in the project folder. We recommend you to read the enclosed User Guide even if you are familiar with the Document Understanding solution.
You can contribute directly to the project by making a pull request or by opening an issue in our repository here. If you want to create a new branch, please be aware of the naming conventions in the README.md file.
