- Overview
- Getting started
- Building models
- Consuming models
- Model Details
- Public endpoints for Automation Cloud and Test Cloud
- Public endpoints for Automation Cloud and Test Cloud Public Sector
- 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
- Insights dashboards
- Data and security
- Logging
- Licensing
- How to
- Troubleshooting
Document Understanding user guide
Choosing the project type
After enabling Document UnderstandingTM, the first step is to create a new project:
- Classic: full-featured model-building experience. Use this option to consume projects from different tenants or export datasets or models. If you choose this experience, please check the Document Understanding Classic User Guide for all the information related to the classic experience.
- Modern: guided model-building experience that also includes recommendations for optimal model performance and active learning. This user guide covers this experience.
Note:
Before you start using Document Understanding modern projects, make sure that you have an API Key generated in Automation CloudTM, Admin > Licenses > Consumables > AI Units page. Once generated, allow for up to 20 minutes for changes to be propagated in the system.
Figure 1. Choosing the project type
A second classic option is to develop the Document Understanding project within AI Center™. Currently, this option gives more control over model training and deployment. However, this option is only recommended for advanced users. For more information about AI Center-based projects, check the AI Center - Using AI Center page from the AI Center User Guide.
The newest and most advanced experience is the experience based on modern projects. However, it's worth noting that modern projects currently have some feature gaps compared to classic experiences. These are planned to be addressed in future releases.
Comparing project types
To better understand the advantages and disadvantages of the different project types, check the following table.
| Modern projects | Classic projects | AI Center-based projects | |
|---|---|---|---|
| Advantages |
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| Disadvantages |
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Projects compatibility matrix
To better understand the compatibility between different methods, activities, and APIs, check the following table.
| Project type | Deployment method | Activities compatibility | Document Understanding public APIs compatibility | Available ML model versions |
|---|---|---|---|---|
| Modern projects |
|
| Yes |
|
| Classic projects | Automation Cloud TM |
| Yes | 24.4 and all older model versions |
| Projects based on AI Center |
| IntelligentOCR activities package | No | 24.4 and all older model versions |