document-understanding
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- Overview
- Getting started
- Building models
- Consuming models
- Automations in Document Understanding™
- Activities
- Create a new automation starting from a file
- API calls
- Generative features
- Consuming models from different environments
- Model Details
- Public endpoints
- 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
- 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
- Receipts Japan - document type
- Remittance Advices - document type
- UB04 - document type
- Utility Bills - document type
- Vehicle Titles - document type
- W2 - document type
- W9 - document type
- Supported languages
- Insights dashboards
- Data and security
- Licensing
- How to
- Troubleshooting
Document Understanding Modern Projects User Guide
Last updated May 15, 2025
Create a new automation starting from a file
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.
