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Unstructured and complex documents user guide
Last updated Aug 11, 2025
This section describes how you can manage projects in the Unstructured and complex documents capability in UiPath® IXP.
Note: You must have the IXP Service Admin role assigned to create projects.
You can create projects through the following methods:
- From scratch by creating a blank project.
- Using templates, which are a preconfigured set of
taxonomies that allow you to create projects with predefined, validated
schemas of all of the required taxonomy elements, that you can further
customize to your needs.
Creating a project from scratch
To create projects from scratch, proceed as follows:
- Navigate to the Unstructured and complex documents capability.
- Select Create project, under the Projects tab.
- Enter the name of your project.
- Select Create.
Creating a project using templates
To create projects using templates, proceed as follows:
- Navigate to the Unstructured and complex documents capability.
- Select the Templates tab.
- Select a template from the ones displayed on the page. Alternatively, you can also use the search bar to check if a particular template is available.
- Once you select a template, you can preview the taxonomy to check if the required fields and their instructions are suitable for your use case.
- Select Use template to continue.
Note: Once you create the project, you can further customize these to meet your needs.
- Next, in the Create project pop-up window, either enter the name of your project or keep the default template name.
- Select Create.
To edit a project, proceed as follows:
- Navigate to the Unstructured and complex documents capability.
- Select the ellipsis for your project, and then select Edit project.
- A side panel appears where you can modify the project Name and Description.
- Select Save.
To edit a project, proceed as follows:
- Navigate to the Unstructured and complex documents capability.
- Select the ellipsis for your project, and then select Delete.
- A pop-up window appears where you need to enter the exact name of the project you want to delete to confirm your action. Once the name you entered matches the project name, the Delete project button becomes enabled.
- Select Delete project.
