- Overview
- Getting started
- Building models
- Consuming models
- Automations in Document Understanding™
- Activities
- Create a new automation starting from a file
- API calls
- Generative features
- Consuming models from different environments
- Model Details
- Public endpoints for Automation Cloud and Test Cloud
- Public endpoints for Automation Cloud and Test Cloud Public Sector
- 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
- Invoices2 - 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
- Receipts2 - document type
- Receipts Japan - document type
- Remittance Advices - document type
- UB04 - document type
- US Mortgage Closing Disclosures - document type
- Utility Bills - document type
- Vehicle Titles - document type
- W2 - document type
- W9 - document type
- Supported languages
- Insights dashboards
- Data and security
- Logging
- Licensing
- How to
- Troubleshooting
Document Understanding user guide
Create a new automation starting from a file
Automate your document processing tasks by using the Extraction Automation Builder to create a Studio Web workflow. You only need a document to start with, then you can use the suggested, pre-configured activities.
Select the Quick start in Studio button from the main page of Document UnderstandingTM for Automation CloudTM to upload a sample document to create a template automation in Studio Web.
Initiate a new extraction automation
Perform the following steps to initiate a new extraction automation:
- Upload a document. Once the document is uploaded, the document type is automatically detected, with a 0-100% confidence. Manually select the document type if the automatic detection was incorrect.
Note:
Make sure that the document's format is either JPG, PDF, or PNG. The document can have a size of maximum 14 MB and 20 pages. Special characters, such as # or &, are not supported in the name of the file.
- Expand the Optional configurations menu for advanced settings.
- Add a custom project name and description.(optional).
- Choose if the extracted data should be validated or not (optional).
- Select Create Workflow.
You are then redirected to Studio Web, where you can further customize your workflow, or just run it to see the extracted results on the screen.
View your automation
Once you create a new workflow, you can view it by performing the following steps:
- Access Studio Web.
- Select the Projects tab.
- Select your automation project.
Once opened, your project should look like this:
Run the project
You can now run your project so that data can be extracted and validated.
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Select Run to run the project.
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Open Action Center and assign the action to yourself. The running workflow is suspended until you complete the task in Action Center.
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Select Resume to resume running your workflow.
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Once completed, you can check all the extracted data in the right panel.
