document-understanding
latest
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- Overview
- Getting started
- Activities
- Insights dashboards
- Document Understanding Process
- Quickstart tutorials
- Extracting data from receipts
- Invoices retrained with one additional field
- Extracting data from Forms
- Create a new automation starting from a file
- 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 Oct 15, 2025
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 Create automation from the main page of Document
UnderstandingTM for Automation CloudTM to access the Extraction Automation Builder.
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.
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:
You can now run your project so that data can be extracted and validated.
- Select Run to run the project.
- Open Action Center and assign the action to yourself. The running workflow is suspended until you complete the task in Action Center.
- Select Resume to resume running your workflow.
- Once completed, you can check all the extracted
data in the right panel.
