document-understanding
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Document Understanding User Guide
Automation CloudAutomation Cloud Public SectorAutomation SuiteStandalone
Last updated Nov 11, 2024

Access Document Manager

To access Document Manager, two conditions have to be met:

  1. You need to have an Enterprise license, either trial or full. To check this, go to Admin > Licenses.
  2. You need to have both Document UnderstandingTM and AI Center enabled as a service for your tenant. To do so, go to Admin > Tenants. Here you can either edit an existing tenant if you click the options button and select Tenant Settings or you can create a new tenant if you click the Add Tenant button. In both cases, make sure AI Center is selected as a service before saving.

Make sure that both Document Understanding and AI Center are enabled on your tenant.

To start using Document Manager, create an AI Center Project and a Dataset. Then, select Data Labeling from the left navigation menu and create a labeling session.

Notice that when creating a Data Labeling session, a form appears to select an export dataset. This is the dataset where all data exported from the data labeling session will be kept.

Once created, a Data Labeling session is deployed instantly. To change the status of the session from Deploying to Available, simply click the refresh button. Then click the session to launch it.

Launching a session opens a new tab with Document Manager.

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