Document Understanding takes the power of RPA and adds a layer of AI, enabling the robot to know what type of document it is and then extracting and utilizing that information according to the document type. This opens a new world for RPA - semi and unstructured data. During this event, you will learn how to get started with the Document Understanding Process template in UiPath Studio. It provides all the primary components used in DU ready for customization based on your requirements. There will be live coding on which we will configure the connection and create a sample workflow based on the Main-ActionCenter template. 📕 Agenda: Introduction to Document Understanding Configuration Document Understanding Process template Live coding - unattended automation with Main-ActionCentre Q&A Session 📢Speakers: 👩🏼‍💻 Christian Ventriglia | 2023 UiPath MVP | RPA Consultant @CAI | USN Certified Solution Architect | ITIL 👩🏽‍💻 Kamil Miśko | 2xUiPath MVP | Senior RPA Developer/Solution Architect @Zurich Insurance

1. UiPath Document
Understanding Framework: A
Crash Course
11.05.2023
Christian Ventriglia & Kamil Miśko

2. 2
2xUiPath MVP
RPA Senior Developer/Solution Architect
Warsaw Chapter Leader
Kamil Miśko
Speakers
Christian Ventriglia
UiPath MVP 2023
RPA Consultant @CAI
USN Certified Solution Architect

3. 3
1. Introduction to Document Understanding
2. UiPath Document Uderstanding Framework – Intro
3. UiPath DU Framework – architecture
4. Live coding - unattended automation with Main-ActionCentre
5. Q&A session
Agenda

4. 4
Document Understanding - Introduction
Every company in the world has documents and they create more of them every day. An
efficient way to deal with high volumes of documents is to automate.
Intelligent document processing is not just about accelerating operational efficiency. It’s also
about improving accuracy, customer experience, compliance, and employee satisfaction.

5. 5
Document Understanding - Introduction

6. 6
The Document Understanding Template is designed to extract data from unstructured documents,
such as invoices, receipts, and contracts, and convert it into structured data that can be used in
workflows.
Document Understanding processes have a particular logical flow and requirements that are better
suited for a dedicated approach of their own, instead of relying on the existing RE-Framework.
Key Features:
▪ Suitable for all use cases: from quick demos to scalable implementation projects
▪ Production-ready - implements built-in logging, exception handling, and retry mechanisms.
▪ Common architecture for both Attended and Unattended (plus Action Center) implementations.
Simple to switch between solutions.
▪ 2021.10: Ability to post-process Invoices to minimize the number of hits to Action Center
▪ Designed to make development, testing, deployment, debugging, and scaling easy.
▪ Follows the best practices pertaining to RPA, Document Understanding, Orchestration Processes,
and Long-running workflows.
UiPath Document Understanding Framework

7. 7
UiPath Document Understanding Framework

8. 8
UiPath Document Understanding Framework
The One-Job-Per-File Approach Document Understanding processes will not run as batch jobs. Instead, an
individual job starts for each file to be processed. This approach is used for both Attended and Unattended
implementations.

9. Crush Course – live coding

10. 10
Helpful links:
https://www.linkedin.com/pulse/uipath-document-understanding-framework-
crash-course-ventriglia-1e
https://docs.uipath.com/document-understanding/standalone/2022.4/user-
guide/introduction
https://academy.uipath.com/
https://forum.uipath.com/t/document-understanding-data-manager-ga-in-
automation-cloud/321155
https://community.uipath.com/warsaw/

11. Thank you and happy
automation!