UiPath Document Understanding Overview

About the UiPath Document Understanding Course  

The UiPath Document Understanding course teaches how UiPath Studio and Robot extract and interpret information. You’ll analyze a complete workflow, observing what the five main steps look like in real-time. These steps are defining a taxonomy, digitizing, classifying, extracting, and validating data. 

This course focuses on the use of the Intelligent OCR package activities. It doesn't cover adjacent topics, such as building the data consumption workflow, or advanced topics, such as building customized Machine Learning-Based extractors. 

The UiPath Document Understanding course is intermediate level. It takes 4 hours 45 minutes to complete. At the end, you’ll receive a diploma of completion.  

Course Prerequisites 

This course is intermediate level, so it requires the completion of the RPA Developer Foundation learning plan. 

UiPath Document Understanding Agenda 

The Document Understanding with UiPath course covers the Document Understanding Framework. You’ll be taken through an introduction, information on the five steps, practice, and a quiz. The full agenda includes: 

1. Introduction: 

• What is a Document? 
• OCR vs. Document Understanding 
• Document Understanding Framework - Overview 
• Intelligent OCR activities 

2. Taxonomy: 

• Taxonomy Manager 
• Working with Taxonomies 
• Practice - Adding a New Document Type 

3. Digitize: 

• Digitizing Scanned and Native Documents 
• Document Object Model 

4. Classify: 

• Document Classification 
• Practice - Setting up a Classifier 

5. Extract: 

• Data Extraction 
• Practice - Setting up Extractors 

6. Validate: 

• Validation Station 
• Practice - Validating the Extraction Results 

7. Post-processing: 

• How to Consume the Data and the Feedback Loop 
• Practice - Exporting the Data and Training the Classifiers 

8. Practice: 

• Practice: Build an end-to-end Document Understanding Workflow 

9. Quiz 

UiPath Document Understanding Learning Objectives 

At the end of the Document Understanding with UiPath course, you should be able to: 

• Assess whether some steps are optional or not, for your use case 
• Pick the right classifiers and extractors for the document structures found in your use case 
• Build an end-to-end Document Understanding Workflow. 

The UiPath Document Understanding course covers everything you need to know about processing documents through automation in UiPath Studio. Once complete, there are additional courses you can take to further your knowledge of automation and UiPath Studio. Explore UiPath AI Center Overview and other courses by clicking the ‘Related Courses’ tab.