document-understanding
2022.4
true
- Overview
- Introduction
- Language Support
- AI Center Relation to Document Understanding
- Document Understanding Process
- Document Understanding Process: Studio Template
- Quickstart Tutorials
- Extracting Data From Receipts
- Invoices Retrained With One Additional Field
- Extracting Data From Forms
- Framework Components
- Taxonomy
- Taxonomy Overview
- Taxonomy Manager
- Taxonomy Related Activities
- Digitization
- Digitization Overview
- OCR Engines
- Digitization Related Activities
- Document Classification
- Document Classification Overview
- Configure Classifiers Wizard of Classify Document Scope
- Keyword Based Classifier
- Special Requirements
- Intelligent Keyword Classifier
- Special Requirements
- FlexiCapture Classifier
- Machine Learning Classifier
- Document Classification Related Activities
- Document Classification Validation
- Document Classification Validation Overview
- Classification Station
- Document Classification Validation Related Activities
- Document Classification Training
- Document Classification Training Overview
- Configure Classifiers Wizard of Train Classifiers Scope
- Machine Learning Classifier Trainer
- Document Classification Training Related Activities
- Data Extraction
- Data Extraction Overview
- Configure Extractors Wizard of Data Extraction Scope
- RegEx Based Extractor
- Special Requirements
- Form Extractor
- Special Requirements
- Intelligent Form Extractor
- Special Requirements
- Machine Learning Extractor
- FlexiCapture Extractor
- Data Extraction Related Activities
- Data Extraction Validation
- Data Extraction Validation Overview
- Validation Station
- Data Extraction Validation Related Activities
- Data Extraction Training
- Data Extraction Training Overview
- Configure Extractors Wizard of Train Extractors Scope
- Machine Learning Extractor Trainer
- Data Extraction Training Related Activities
- Data Consumption
- Data Consumption Overview
- Data Consumption Related Activities
- ML Packages
- About ML Packages
- Hardware Requirements
- Supported languages
- OCR
- ML Packages
- Other services
- OCR Configuration
- Pipelines
- About Pipelines
- Training Pipelines
- Evaluation Pipelines
- Full Pipelines
- Fine-tuning
- The Auto-Fine-tuning Loop (Public Preview)
- Document Manager
- About Document Manager
- Access Document Manager
- Use a Predefined Schema
- Create and Configure Fields
- Import Documents
- Label Documents
- Search Documents
- Export Documents
- Checkboxes and Signatures
- OCR Services
- OCR Services
- Document Understanding deployed in Automation Suite
- Install and Use
- First Run Experience
- Deploy UiPathDocumentOCR
- Deploy an Out-of-the-box ML Package
- ML Packages Offline Installation
- Offline bundles 2022.4.15
- Offline Bundles 2022.4.14
- Offline Bundles 2022.4.13
- Offline Bundles 2022.4.12
- Offline Bundles 2022.4.11
- Offline Bundles 2022.4.9
- Offline Bundles 2022.4.7
- Offline Bundles 2022.4.5
- Offline Bundles 2022.4.0
- Use Document Manager
- Use the Framework
- Document Understanding deployed in AI Center standalone
- Install and Use
- Hardware Requirements
- SQL Server Requirements
- First Run Experience
- Activate the License
- Create a Project on AI Center
- Upload the Document Understanding ML Packages
- Create a Data Labeling Session
- Launch the Data Labeling Session
- Deploy UiPathDocumentOCR
- Deploy an Out-of-the-box ML Package
- Create an Invoices ML Package
- Deploy the Invoices ML Package as an ML Skill
- ML Packages Offline Installation
- Use Document Manager
- Use the Framework
- Use Document Understanding Models (including UiPathDocumentOCR)
- Deep Learning
- Training High Performing Models
- Data Extraction Components
- Licensing
- Public Endpoints
- API Key
- Cloud and On-Prem Usage
- Machine Learning Extractor
- Metering & Charging Logic
- Legal Information
- References
- Activities Packages
- UiPath.Abbyy.Activities
- UiPath.AbbyyEmbedded.Activities
- UiPath.DocumentUnderstanding.ML.Activities
- UiPath.DocumentUnderstanding.OCR.LocalServer.Activities
- UiPath.IntelligentOCR.Activities
- UiPath.OCR.Activities
- UiPath.OCR.Contracts
- UiPath.DocumentProcessing.Contracts
- UiPath.OmniPage.Activities
- UiPath.PDF.Activities
Document Understanding User Guide
Last updated Apr 4, 2025
Important:
Starting with v2022.10, this activity is deprecated.
We recommend using instead the Form Extractor activity.
The Intelligent Form Extractor is a specialized tool for processing fixed-layout documents for data extraction, that is building on top of the Form Extractor and adding extra capabilities, such as
- handwriting recognition and handwritten data extraction,
- signature detection.
The additional features of Intelligent Form Extractor, when compared to Form Extractor, make it a very good fit for processing all types of forms that
- may be printed OR handwritten,
- may require checking whether the form is signed or not.
These two additional features are configurable from the activity's Template Manager wizard, in addition to the configurations already present in the Form Extractor.
This extractor does not have learning (training) capabilities and requires up-front configuration.
Note:
More related information about Intelligent Form Extractor:
- Intelligent Form Extractor activity page
- Taxonomy Manager - setup instructions
- Template Manager wizard - setup instructions
- Anchorbased workflow example
Activity Configuration
The Intelligent Form Extractor has two major configurations to be considered:
- the Template Manager wizard - that allows you to define templates to be applied to incoming documents. This wizard enables the Template Editor and the Boolean field interpretation settings.
- the MinOverlapPercentage setting - that allows you to control how strict the value area matching should be. Accepts a value between
0and100, and it controls what words are accepted or rejected from being part of a given value, based on how well their location fits the area defined in the template.
More information about using the Intelligent Form Extractor activity wizard can be found here.