Document Understanding classic user guide

Document Understanding^TM is the main starting point for creating new projects. You can use it for structured or semi-structured documents, and also along with pre-trained models. You can always start a training session from scratch, validate your documents, and customize the projects as needed.

在这里，您可以找到所有已创建项目的列表，以及特定的详细信息。您可以按字母顺序或日期对项目进行排序，创建新项目并自定义页面视图。

显示所有已创建项目的列表。项目的排序分为三种类型：

创建项目后，您可以选择文档类型。有两个选项：

如果要删除文档类型，请打开项目，选择要删除的文档类型，打开“操作”菜单，然后单击“删除”选项。

Use this function to customize the amount of details available for the Projects list. Here's the full list of details that can be displayed for each created project.

Create a new project by using the New project button. Clicking on the New project opens a new popup window.

创建新项目时，需要提供以下信息：

链接到 AI Center 的项目可通过 AI Center 图标轻松识别。

如果要删除链接到 AI Center 的项目，则删除时也会自动将该项目从 AI Center 中删除。

您可以在此处找到有关已创建项目的更多详细信息，编辑项目名称或创建新的文档类型。

第一行信息显示以下详细信息：

在一般详细信息下方，您可以找到两个选项卡：

Document type - Provides a list of all the available document types for the selected project. Defining a document type is mandatory for creating an extractor or classifier. A document type can be an invoice, a purchase order, or a standardized form.

Extractors - Provides the list of extractors created for the document types of the selected project. Use extractors to train the document types.

Both Document types and Extractors have three types of sorting the information:

以下选项适用于 Document Understanding 的整个界面。

Search option enables you to initiate a search among the available list of projects, document types, or extractors. Search is active separately for each selected tab, meaning that if you want to search for an extractor, you should select the Extractors tab. Same applies for Document types. Start a search by typing the name of the project inside the Search bar.

Refresh - Refreshes the list of projects.

Remove project - Deletes the selected project. The Remove project button becomes visible only after opening the action menu.

Page scrolling - Easy scroll through the list of project pages, document types, or extractors. Go page by page or skip directly to the first/last page.

Items per page - Select the number of projects, document types, or extractors displayed per project page.

REST API - Opens the REST API framework capabilities.

在本指南的“许可”类别中，您可以查看以下信息：

如果要将 Document Understanding 项目集成到 RPA 工作流中，请确保按照以下步骤操作：

还应将以下包添加到 UiPath Studio 项目中：

确保在租户上启用 Document Understanding。

启用 Document Understanding 后，左侧导航栏中将显示 Document Understanding 选项卡。