Simplified Tips for Scanned and Normal PDF | uipath | 2024

Simplified Tips for Scanned and Normal PDF | uipath | 2024
Document understanding in UiPath refers to the ability of the UiPath platform to extract structured data from various types of documents, such as invoices, receipts, and contracts. The Document Understanding framework in UiPath allows you to automate the extraction and processing of information from PDF files.
To extract data from multiple PDF invoices using UiPath's Document Understanding, you would typically follow these steps:
1. Install the necessary packages: Ensure that you have the required packages installed in your UiPath Studio. This includes the IntelligentOCR package, which provides the Document Understanding features.
2. Create a new Document Understanding project: Start a new project in UiPath Studio and select the "Document Understanding" template. This template provides pre-built workflows and activities specifically designed for document processing.
3. Train the Document Understanding model: Use the Document Understanding ML Extractor to train the model on a set of sample invoices. This involves labeling the relevant data fields (such as invoice number, date, total amount) in a few representative invoices. The ML Extractor will learn from these examples and generalize the extraction process to other invoices.
4. Configure data extraction: Configure the data extraction scope and set up the required data fields. In the case of invoices, you would typically define fields like invoice number, date, total amount, line items, etc. UiPath Studio provides a visual interface to define these fields and specify their extraction rules.
5. Design the processing workflow: Create a workflow that uses the Document Understanding capabilities to process multiple invoices. This workflow may involve activities like loading PDF files, extracting data
using the trained model, and storing the extracted information in a structured format (e.g., Excel or a database).
6. Iterate and optimize: Test your workflow on a set of sample invoices to ensure accurate extraction. If the results are not satisfactory, you can retrain the model by providing more labeled data or refining the extraction rules.
7. Deploy the automation: Once you are satisfied with the extraction accuracy, deploy the automation to your production environment. You can schedule it to run on a regular basis, processing incoming invoices automatically.
UiPath provides comprehensive documentation, tutorials, and resources to guide you through the entire process of using Document Understanding for PDF extraction. You can refer to the UiPath Academy, UiPath Forum, and official UiPath documentation for detailed step-by-step guides and best practices.
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That being said, we encourage you to do your own research and we want you to succeed in your automation journey, and that means being informed and making the best choices for your unique situation.
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