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Document Understanding™ configuration checklist

After you install and enable Document Understanding™ modern projects on your Automation Suite environment, make sure to check the list present in this guide that evaluates if Document Understanding is working properly.

  1. Activate the license
  2. Enable Document Understanding on the tenant
  3. Create a project in Document Understanding
  4. Upload documents
  5. Classify and annotate your documents
  6. Check that training is running
  7. Check the performance of your project and models
  8. Create and publish a project version
  9. Monitor your automations

Activate the license​

Sign in to Automation Suite, then go to Admin > Licenses and input your license key. For more information on how to access Automation Suite, check the Accessing Automation Suite page.

Upon successful activation, under Consumables, AI Units quantity should not be 0.

Enable Document Understanding on the tenant​

Go to Admin > Tenants and enable Document Understanding on your tenant.

For more information, check the Tenants and services page from the Automation Suite Admin Guide.

Create a project in Document Understanding​

Select Document Understanding from the menu on the left side and create a new project.

For more information, check the Create a project page.

Upload documents​

Upload documents in your new project.

For more information, check the Import documents page.

Classify and annotate your documents​

Classify your uploaded documents and annotate them.

For more information, check the Build page.

Check that training is running​

After annotating your documents, check that a training progress indicator is displayed.

For more information, check the Build page.

Check the performance of your project and models​

Check the overall performance of your projects and your classification and extraction score.

For more information, check the Measure page.

Create and publish a project version​

Create a project version and publish it. Deploy the project version and use it in an automation.

For more information, check the Publish page.

Monitor your automations​

Check the performance metrics for your Document Understanding automations.

For more information, check the Monitor page.