- Overview
- About Document Understanding™
- Introduction
- Document types
- Fundamental capabilities
- Key concepts
- Getting started
- Choosing the deployment type
- Enable Document Understanding™
- Role-based access control
- Choosing the automation type
- Document Understanding Process template
- Building models
- Introduction
- Create a project
- Import documents
- Build
- Measure
- Publish
- Migrating modern projects
- Monitor
- Infrastructure
- Known limitations
- Consuming models
- Automations in Document Understanding™
- Activities
- API calls
- Consuming models from different environments
- Model Details
- Public endpoints
- Pre-trained document types
- 1040 - document type
- 1040 Schedule C - document type
- 1040 Schedule D - document type
- 1040 Schedule E - document type
- 1040x - document type
- 3949a - document type
- 4506T - document type
- 709 - document type
- 941x - document type
- 9465 - document type
- ACORD125 - document type
- ACORD126 - document type
- ACORD131 - document type
- ACORD140 - document type
- ACORD25 - document type
- Bank Statements - document type
- Bills Of Lading - document type
- Certificate of Incorporation - document type
- Certificate of Origin - document type
- Checks - document type
- Children Product Certificate - document type
- CMS 1500 - document type
- EU Declaration of Conformity - document type
- Financial Statements - document type
- FM1003 - document type
- I9 - document type
- ID Cards - document type
- Invoices - document type
- Invoices2 - document type
- Invoices Australia - document type
- Invoices China - document type
- Invoices Hebrew - document type
- Invoices India - document type
- Invoices Japan - document type
- Invoices Shipping - document type
- Packing Lists - document type
- Payslips - document type
- Passports - document type
- Purchase Orders - document type
- Receipts - document type
- Receipts2 - document type
- Receipts Japan - document type
- Remittance Advices - document type
- UB04 - document type
- US Mortgage Closing Disclosures - document type
- Utility Bills - document type
- Vehicle Titles - document type
- W2 - document type
- W9 - document type
- Supported languages
- Overview
- OCR
- ML models and capabilities
- Data and security
- Customer-Managed Keys
- Legal information
- Licensing and Charging Logic
- API Key
- Metering and charging logic
- How to
- Annotate documents
- Tables and group table rows
- Checkboxes and signatures
- Annotation best practices
- Classify documents automatically
- Retrain extractors
- Train a classifier
- Troubleshooting
- About troubleshooting
- Moving Document Understanding™ modern projects between tenants or organizations
Document Understanding User Guide for Automation Cloud Dedicated
Depending on the chosen deployment type, certain features and functionalities are not available. Check the tables below for the main differences between deployment types.
Legend:
= Available
= Not available / Not applicable
| Pre-defined project* for out of the box models | (only using Document Understanding API) | |||||
|---|---|---|---|---|---|---|
| Generative Annotation | ||||||
| UiPath Helix Extractor** in modern projects | ||||||
| Measure | No major differences | |||||
| Monitor | The Project Performance dashboard is currently only available in Public Preview on Automation Cloud™. Availability for other deployment models is planned. | |||||
| Publish | No major differences | |||||
* Pre-defined projects refer to projects that are linked to an out-of-the-box model developed by UiPath, or linked to the available Generative Extraction and Generative Classification options.
** For more information on region availability, check the UiPath Helix Extractor page from the Document Understanding Modern Projects User Guide in Automation Cloud™.
| Component | Automation Cloud™ | Automation Cloud™ Public Sector | Automation Cloud™ Dedicated | Automation Suite | Hybrid (Document UnderstandingTM on Automation Cloud™, robot on Automation Suite) |
|---|---|---|---|---|---|
| IntelligentOCR.Activities | |||||
| DocumentUnderstanding.Activities | |||||
| Document Understanding API | * | ||||
| Generative capabilities using DocumentUnderstanding.Activities | |||||
| Generative capabilities using IntelligentOCR.Activities | |||||
| Generative Validation |
* Generative capabilities for Document Understanding API are not available in Automation Suite. If you are using Document Understanding modern projects on an Automation Suite environment (versions 2024.10.0 and newer), Document Understanding API provide access to both modern and AI Center-based projects.
| Component | Automation Cloud™ | Automation Cloud™ Public Sector | Automation Cloud™ Dedicated | Automation Suite | Hybrid (Document UnderstandingTM on Automation Cloud™, robot on Automation Suite) |
|---|---|---|---|---|---|
| Document Understanding dashboard templates in Insights (Public Preview) | |||||
| AI units consumption dashboards | |||||
| Project Performance dashboard (currently in Public Preview, available in Monitor) |