document-understanding
2024.10
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Document Understanding Modern Projects User Guide
Automation CloudAutomation Cloud Public SectorAutomation SuiteStandalone
Last updated Nov 11, 2024

Migrating modern projects

Export

You can export annotated datasets from your modern project and:
  • Import them into another modern project from a different tenant or organization.
  • Import them into a classic project. For more information on how to import datasets into a classic project, check the Document Understanding User Guide for classic projects.
    Note: Datasets exported from modern projects are compatible with classic projects only when training on model version 23.4.0 or newer.

For more information on how to export datasets and migrate your modern projects, check the Migrating modern projects.

Export data

If you want to import your project to a different tenant or organization, or backup your project, export the dataset.
  1. Go to the Publish section in your project.
  2. Navigate to the Export tab.
  3. Select Export data.
    Note: Make sure that you have a project version created for the dataset you want to export.
  4. Choose the document type you want to export from the Document type drop-down list.
  5. Choose the project version you want to export from the Project Version drop-down list.
  6. Select Export.

Once the export job is started, the dataset is being prepared for download. Once ready, a pop-up message is displayed with a Download button. Select the button to download your dataset.



You can also download the dataset at a later time or delete it from the three-dot menu next to the project version you want to download.



Import datasets

Once you have an exported dataset, you can import it into a different project. For more information on how to export datasets, check the Export section from the Publish page.
  1. Navigate to and open the project into which you want to import data.
  2. Select Add document type and create a new custom document type.
    Note: You can only import zip datasets directly in a document type.
    Figure 1. Add document type

  3. On the new custom document type, select Upload and choose the zip file of the classic project you exported. Wait for the upload to finish.
    Figure 2. Upload processing

Once the dataset is imported, the training starts automatically.
  • Export
  • Export data
  • Import datasets

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