document-understanding
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- Overview
- Getting started
- Activities
- Insights dashboards
- 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
- 1040x - ML package
- 3949a - ML package
- 4506T - ML package
- 709 - ML package
- 941x - ML package
- 9465 - ML package
- 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 Hebrew - ML package
- Invoices India - ML package
- Invoices Japan - ML package
- Invoices Shipping - ML package
- Packing Lists - ML package
- Payslips - ML package
- Passports - 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
- Traffic limitations
- OCR Configuration
- Pipelines
- OCR services
- Supported languages
- Deep Learning
- Data and security
- Licensing
Document Understanding User Guide
Last updated Sep 8, 2025
Apart from the default Document Understanding roles, you can also create and manage custom roles. Adapting custom roles to specific needs and permissions helps align them with organizational requirements.
Custom roles are available at both the tenant level, and the project level.
The tenant-level roles can grant the following permissions:
| Permission Type | Permission | Description |
|---|---|---|
| Authorization / Action | Read | Read allows the users to read the actions or permissions when creating a custom role or when viewing a role. |
| Authorization / Role | Read | View all roles. |
| Authorization / Role | Update | Update custom roles. |
| Authorization / Role | Create | Create custom roles. |
| Authorization / Role | Delete | Delete custom roles. |
| Authorization / Role Assignment | Read | View all existing role assignments. |
| Authorization / Role Assignment | Update | Update existing role assignments. |
| Authorization / Role Assignment | Create | Create new role assignments. |
| Authorization / Role Assignment | Delete | Delete existing role assignments. |
| Document Understanding - Tenant Settings | Read | Read Document Understanding tenant-level settings. |
| Document Understanding - Tenant Settings | Update | Update Document Understanding tenant-level settings. |
| Document Understanding - Tenant Settings | Create | Create Document Understanding tenant-level settings. |
| Permission Type | Permission | Description |
|---|---|---|
| Authorization / Role Assignment | Export role assignment data | Export role assignment data from the user interface. |
The project-level roles can grant the following permissions:
| Permission Type | Permission | Description |
|---|---|---|
| Authorization / Action | Read | Read allows the users to read the actions or permissions when creating a custom role or when viewing a role. |
| Authorization / Role | Read | View all roles. |
| Authorization / Role | Update | Update custom roles. |
| Authorization / Role | Create | Create custom roles. |
| Authorization / Role | Delete | Delete custom roles. |
| Authorization / Role Assignment | Read | View all existing role assignments. |
| Authorization / Role Assignment | Update | Update existing role assignments. |
| Authorization / Role Assignment | Create | Create new role assignments. |
| Authorization / Role Assignment | Delete | Delete existing role assignments. |
| Document Understanding - Classifier | Read | View all classifiers. |
| Document Understanding - Classifier | Update | Update classifiers. |
| Document Understanding - Classifier | Create | Create classifiers. |
| Document Understanding - Classifier | Delete | Delete classifiers. |
| Document Understanding - Data Set Export | Read | Read data set exports from a project version. |
| Document Understanding - Data Set Export | Create | Export data sets from a project version and manage the visibility of the download document(s) button. |
| Document Understanding - Data Set Export | Delete | Delete data set exports from a project version. |
| Document Understanding - Document Type | Read | Read document types. |
| Document Understanding - Document Type | Update | Update document types. |
| Document Understanding - Document Type | Create | Create document types. |
| Document Understanding - Document Type | Delete | Delete document types. |
| Document Understanding - Documents | Delete | Delete documents from a project. |
| Document Understanding - Extractor | Read | View extractors. |
| Document Understanding - Extractor | Update | Update extractors. |
| Document Understanding - Extractor | Create | Create extractors. |
| Document Understanding - Extractor | Delete | Delete extractors. |
| Document Understanding - Monitor Processed Documents | Read | View processed documents. |
| Document Understanding - Monitor Processed Documents Detail | Read | View details for processed documents |
| Document Understanding - Monitor Project Performance | Read | View the project performance. |
| Document Understanding - Project | Read | View projects. |
| Document Understanding - Project | Update | Update projects. |
| Document Understanding - Project | Create | Create projects. |
| Document Understanding - Project | Delete | Delete projects. |
| Document Understanding - Project Version | Read | View project versions. |
| Document Understanding - Project Version | Update | Update project versions. |
| Document Understanding - Project Version | Create | Create project versions. |
| Document Understanding - Project Version | Delete | Delete project versions. |
| Document Understanding - Project Version Label | Read | View project version labels. |
| Document Understanding - Project Version Label | Update | Update project version labels. |
| Document Understanding - Project Version Label | Create | Create project version labels. |
| Document Understanding - Project Version Label | Delete | Delete project version labels. |
| Permission Type | Permission | Description |
|---|---|---|
| Authorization / Role Assignment | Export role assignment data | Export role assignment data from the user interface. |
| Document Understanding | Use extractors and classifiers from projects. | Use the same extractors and classifiers used inside projects. |
To create a custom role:
- Navigate to your respective Automation CloudTM URL and log in with your UiPath® account.
- From the left-side navigation pane, select Document Understanding.
-
Select the Manage access button.
- Go to the Roles tab,
select Create role, and fill in the following fields:
- Role name - Give your role a descriptive name.
- Description - Optionally, provide a description.
- Category -
Choose between:
- Tenant - You can assign this role at tenant-level. It consists of tenant-level permissions.
- Project - You can assign this role to existing or new projects. It consists of project-level permissions.
- Select Next to proceed to the permissions page.
- In the Standard permissions and Additional permissions tabs, select the permissions to assign to the custom role.
- Select Create.
To view
a custom role:
- Navigate to your respective Automation CloudTM URL and log in with your UiPath® account.
- From the left-side navigation pane, select Document Understanding.
- Select the Manage access button.
- Go to the Roles tab and select the ellipsis for the custom role you want to view.
- Select View.
To edit a custom role:
- Navigate to your respective Automation CloudTM URL and log in with your UiPath® account.
- From the left-side navigation pane, select Document Understanding.
- Select the Manage access button.
- Go to the Roles tab and select the ellipsis for the custom role you want to view.
- Select Edit to modify the description and permissions of the custom role.
- After making the changes, select Update.
To
duplicate a custom role:
- Navigate to your respective Automation CloudTM URL and log in with your UiPath® account.
- From the left-side navigation pane, select Document Understanding.
- Select the Manage access button.
- Go to the Roles tab and select the ellipsis for the custom role you want to view.
- Select Duplicate & customize, to create a copy of the role and modify its description and permissions.
- After making the changes, select Create.
To
remove a custom role:
- Navigate to your respective Automation CloudTM URL and log in with your UiPath® account.
- From the left-side navigation pane, select Document Understanding.
- Select the Manage access button.
- Go to the Roles tab and select the ellipsis for the custom role you want to view.
- Select Delete.
Note: Deleting a custom role also removes all associated role assignments.
