- Overview
- Getting started
- Choosing the deployment type
- Enable Document Understanding™
- Role-based access control
- Migrating classic projects
- Choosing the automation type
- Document Understanding Process template
- Document Understanding™ configuration checklist
- Building models
- Consuming models
- Model Details
- 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
- Public endpoints
- Supported languages
- Insights dashboards
- Data and security
- Licensing and Charging Logic
- How to
Document Understanding™ configuration checklist
After you install and enable Document Understanding™ modern projects on your Automation Suite environment, make sure to check the list present in this guide that evaluates if Document Understanding is working properly.
- Activate the license
- Enable Document Understanding on the tenant
- Create a project in Document Understanding
- Upload documents
- Classify and annotate your documents
- Check that training is running
- Check the performance of your project and models
- Create and publish a project version
- Monitor your automations
Sign in to Automation Suite, then go to Admin > Licenses and input your license key. For more information on how to access Automation Suite, check the Accessing Automation Suite page.
Upon successful activation, under Consumables, AI Units quantity should not be 0.
Go to and enable Document Understanding on your tenant.
For more information, check the Tenants and services page from the Automation Suite Admin Guide.
Select Document Understanding from the menu on the left side and create a new project.
For more information, check the Create a project page.
Upload documents in your new project.
For more information, check the Import documents page.
Classify your uploaded documents and annotate them.
For more information, check the Build page.
After annotating your documents, check that a training progress indicator is displayed.
For more information, check the Build page.
Check the overall performance of your projects and your classification and extraction score.
For more information, check the Measure page.
Create a project version and publish it. Deploy the project version and use it in an automation.
For more information, check the Publish page.
Check the performance metrics for your Document Understanding automations.
For more information, check the Monitor page.
