UiPath Document Understanding - Full Tutorial

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  • เผยแพร่เมื่อ 29 มิ.ย. 2024
  • On this tutorial, we will learn from scratch, how to process and extract data from different document types in UiPath using the Document Understanding framework.
    [Tutorial Resources]
    📄Documents used: drive.google.com/drive/folder...
    💡Document Understanding endpoints: docs.uipath.com/document-unde...
    [UiPath Course]
    ▶️ UiPath - The Complete RPA Training Course: www.udemy.com/course/uipath-t...
    ⏱️VIDEO CHAPTERS⏱️
    0:00 - Intro
    0:48 - Brief explanation of Document Understanding phases
    1:48 - Create UiPath Studio project
    2:11 - Packages installation
    3:53 - Taxonomy
    10:47 - Create loop for each document
    12:03 - Digitize document
    17:30 - Classification
    25:39 - Data Extraction Scope
    28:30 - Form extractor
    32:30 - Machine Learning extractor
    35:33 - Check extraction results
    38:53 - Export extraction to Excel
    43:12 - Conclusion
    ✅ Did you like the video?
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    ✍️ Leave your comment
    📢 Share with your friends
    🕵 Follow me on social media ➽ linktr.ee/marcelocruz
    #rpa #uipath #documentunderstanding
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ความคิดเห็น • 50

  • @sharathshary
    @sharathshary ปีที่แล้ว +4

    I have no experience in UiPath or any RPA tool. Yet your video really helped me to understand the concept clearly and practically. I tested it in my dev machine, but would like to test it after deployment. I wish to learn about deployment of robots and test them.

  • @ajeetsun
    @ajeetsun 23 วันที่ผ่านมา +1

    Very good Video on Document Extraction --- Thanks Marcelo--

    • @marcelocruzrpa
      @marcelocruzrpa  22 วันที่ผ่านมา

      Thanks for the feedback! You're welcome😃

  • @juanmauriciomontenegroabar746
    @juanmauriciomontenegroabar746 ปีที่แล้ว +1

    Excelente tutorial, explicado paso a paso. Felicitaciones

  • @volundros
    @volundros 5 หลายเดือนก่อน +1

    Found your video more useful than the documentation. Sent you a super thanks.

    • @marcelocruzrpa
      @marcelocruzrpa  5 หลายเดือนก่อน

      Wow thank you so much for the support, it's the first time I receive one super thanks, really appreciated! 😊

  • @heavysummer
    @heavysummer ปีที่แล้ว +1

    Marcelo, this was so well done and explained! Subscribed.

    • @marcelocruzrpa
      @marcelocruzrpa  ปีที่แล้ว

      Thank you so much Alicia for your feedback!

  • @rajunaik2889
    @rajunaik2889 ปีที่แล้ว +1

    Great Explanation . Thanks for the video

  • @thiagovinicius7838
    @thiagovinicius7838 ปีที่แล้ว +3

    Muito bom Marcelo, obrigado pelo conteúdo!!

  • @Manojkumar-ih3dt
    @Manojkumar-ih3dt 4 หลายเดือนก่อน +1

    finally the video I am searching for is here

    • @marcelocruzrpa
      @marcelocruzrpa  4 หลายเดือนก่อน +1

      Glad to know that! 🚀

  • @becauseyoucare666
    @becauseyoucare666 7 หลายเดือนก่อน +1

    Great video, one of the few concise, clear tutorials on this topic. Thank you

    • @marcelocruzrpa
      @marcelocruzrpa  22 วันที่ผ่านมา

      Thanks a lot for the feedback. It's a pleasure :)

  • @junlee307
    @junlee307 ปีที่แล้ว +2

    Very nice content, It's really easy to understand by your incredible explaintion, thank you, Marcelo!

    • @marcelocruzrpa
      @marcelocruzrpa  ปีที่แล้ว

      Thank you so much for your feedback and kind words! :)

  • @lmshorts5404
    @lmshorts5404 ปีที่แล้ว

    Easy n detail explanation.. thank you !

  • @islambadry7113
    @islambadry7113 ปีที่แล้ว +1

    Thank you very much for this brilliant demo ..Actually I learnt a lot from it

    • @marcelocruzrpa
      @marcelocruzrpa  ปีที่แล้ว

      You're welcome, glad to know you've learned from this tutorial! :)

  • @cs-ey2dy
    @cs-ey2dy ปีที่แล้ว +1

    excellent !!!

  • @volundros
    @volundros 5 หลายเดือนก่อน +1

    Thanks!

  • @shrikantshinde5847
    @shrikantshinde5847 ปีที่แล้ว +1

    Awesome👍👏

  • @leonardobeletatto7324
    @leonardobeletatto7324 ปีที่แล้ว +1

    Olá Marcelo, tudo bem? seu tutorial me ajudou muito, só fiquei com uma dúvida que na verdade é uma necessidade minha: teria como extrair apenas um valor de cada pdf, salvar em uma variável e usar essa variável para renomear o arquivo? exemplo: salvar apenas o número da invoice, salvar na variável e renomar o arquivo com ela?
    Obrigado pelo ótimo vídeo!

  • @sahbafallah3182
    @sahbafallah3182 หลายเดือนก่อน

    thank u for your video. it was perfect.
    i have a qustion. I have a few utility bills and wanted to export the files using document understanding. But the problem is that the names of the additional costs titles are not always the same. For example, one bill says "water", another says "wastewater", another says "basic charge", etc.
    how can i do it with document undrestanding.
    thank u

  • @lokeshwarsamudrala9789
    @lokeshwarsamudrala9789 ปีที่แล้ว +1

    Nice content

  • @louisliu8207
    @louisliu8207 ปีที่แล้ว +1

    Hi! I love this video so much, clear explanation! What about the training step in the whole workflow, do you have any video about it? So much thanks!

    • @marcelocruzrpa
      @marcelocruzrpa  ปีที่แล้ว

      Hi Louis, I'm glad you liked this tutorial, thank you for your feedback!🙂 I don't have yet, but it's on the backlog for tutorials to be released in the future!

    • @louisliu8207
      @louisliu8207 ปีที่แล้ว

      ​@@marcelocruzrpa Hi Marcelo! I have another question. I would like to use UiPath Document Understanding to deal with skewed scanned versions of PDFs. Are there any activities that can solve this problem? I searched the internet and found that the Image GetSkew activity may do this, but I was told that there is no compatible version with Windows Projects when I tried to install it. Are there any other methods to correct the scanned PDFs? Thank you so much!

  • @kristinathomas4809
    @kristinathomas4809 ปีที่แล้ว

    Great tutorial - how can I get the date to write to excel in dd/MM/yyyy format?

  • @biswajitdash810
    @biswajitdash810 4 หลายเดือนก่อน

    Actually I tried one invoice which has multiple line item as well as multiple pages.. but the ml extractor is not extracting all the data properly. And also some time the vendor name it takes from the logo. Could you please help me on this? I need to create different template for different invoice template or what?

  • @user-qm9tg9fk2b
    @user-qm9tg9fk2b 3 หลายเดือนก่อน

    I have a question regarding the home version of UiPath I'm using. Whenever I try to run the program, I receive a warning message stating that my license may not be valid. What should I do?

  • @raymondlee8951
    @raymondlee8951 ปีที่แล้ว +1

    Super

  • @soundaryasureshmohan7524
    @soundaryasureshmohan7524 ปีที่แล้ว

    how to use the document understaning in cross platform..my requirment is need this to be run in VM but not able to do it.. ur help is needed please

  • @naziraltamar
    @naziraltamar ปีที่แล้ว +1

    Hi Marcelo,
    Thank you very much for that tutorial!
    May I ask why I'm (and you) getting double results? (Simple fields and Simple fields formatted). How to get only one result?

    • @marcelocruzrpa
      @marcelocruzrpa  ปีที่แล้ว

      Hello Robert, you're welcome! You're double results on different format, and that's normal behavior on Document Understanding, if you want to get only "Simple Fields" result, you just have to call for the dataset variable and then add .Tables("Simple Fields"), also with this you don't need anymore to use the for each loop to iterate the dataset tables.

  • @sindhuragav493
    @sindhuragav493 ปีที่แล้ว +1

    Thank you so much for the explaination !
    I have installed taxanomy manager , when i created a group and tried inputting category ,suddenly it stopped saying "communication between uipath studio and taxonomy manager ended unexpectedly".i am unable to open it again. Then I created new process but when i put category same thing is happening. Can you please help?

    • @marcelocruzrpa
      @marcelocruzrpa  ปีที่แล้ว +1

      You're welcome!
      I didn't have that error yet, so I just did a search on UiPath Forum and I have found this: forum.uipath.com/t/communication-between-uipath-studio-and-the-taxonomy-manager-ended-unexpectedly/300909/5
      There is a solution provided, I suggest to try it.

    • @sindhuragav493
      @sindhuragav493 ปีที่แล้ว

      @@marcelocruzrpa Thank you so much! I will look into it

  • @desistang8794
    @desistang8794 ปีที่แล้ว +1

    hey docs seems to be corrupted(pdf invoices and w2s) , can you check

    • @marcelocruzrpa
      @marcelocruzrpa  ปีที่แล้ว +1

      Hello! I uploaded the files again :)

    • @desistang8794
      @desistang8794 ปีที่แล้ว +1

      @@marcelocruzrpa thanks

    • @marcelocruzrpa
      @marcelocruzrpa  ปีที่แล้ว

      @@desistang8794 You're welcome!

  • @santoshpaul24
    @santoshpaul24 ปีที่แล้ว +1

    How to extract data from the invoice having double or multiple tables... this video does not have extracting data from multiple tables from a single invoice