- Overview
- 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
- 4506T - ML package
- 990 - ML Package - Preview
- 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 India - ML package
- Invoices Japan - ML package
- Invoices Shipping - ML package
- Packing Lists - ML package
- Passports - ML package
- Payslips - 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
- Hardware requirements
- Pipelines
- Document Manager
- OCR services
- Deep Learning
- Document Understanding deployed in Automation Suite
- Install and use
- First run experience
- Deploy UiPathDocumentOCR
- Deploy an out-of-the-box ML package
- Offline bundles 2023.10.12+patch1
- Offline bundles 2023.10.12
- Offline bundles 2023.10.11
- Offline bundles 2023.10.10
- Offline bundles 2023.10.9
- Offline bundles 2023.10.8
- Offline bundles 2023.10.7+patch1
- Offline bundles 2023.10.7
- Offline bundles 2023.10.6
- Offline bundles 2023.10.5
- Offline bundles 2023.10.4
- Offline bundles 2023.10.3
- Offline bundles 2023.10.2
- Offline bundles 2023.10.1
- Offline bundles 2023.10.0
- Use Document Manager
- Use the Framework
- Document Understanding deployed in AI Center standalone
- Licensing
- Activities
- UiPath.Abbyy.Activities
- UiPath.AbbyyEmbedded.Activities
- UiPath.DocumentProcessing.Contracts
- UiPath.DocumentUnderstanding.ML.Activities
- UiPath.DocumentUnderstanding.OCR.LocalServer.Activities
- UiPath.IntelligentOCR.Activities
- UiPath.OCR.Activities
- UiPath.OCR.Contracts
- UiPath.OmniPage.Activities
- UiPath.PDF.Activities
Prerequisites and steps to access Document Manager in Automation Suite, requiring an Enterprise license and both Document Understanding and AI Center enabled on your tenant.
To access Document Manager, two conditions have to be met:
- You need to have an Enterprise license, either trial or full. To check this, go to Admin > Licenses.
- You need to have both Document UnderstandingTM and AI Center enabled as a service for your tenant. To do so, go to Admin > Tenants. Here you can either edit an existing tenant if you selectthe options button and select Tenant Settings or you can create a new tenant if you select the Add Tenant button. In both cases, make sure AI Center is selected as a service before saving.
Make sure that both Document Understanding and AI Center are enabled on your tenant.
To start using Document Manager, create an AI Center Project and a Dataset. Then, select Data Labeling from the left navigation menu and create a labeling session.
Notice that when creating a Data Labeling session, a form appears to select an export dataset. This is the dataset where all data exported from the data labeling session will be kept.
Once created, a Data Labeling session is deployed instantly. To change the status of the session from Deploying to Available, simply select the refresh button. Then select the session to launch it.
Launching a session opens a new tab with Document Manager.