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UiPath Document Understanding: Intelligent IDP

Name: UiPath Document Understanding: Intelligent IDP
Rating: 4.1 (10 reviews)

Learn UiPath Document Understanding with ML Extractor, Gen AI, AI Center & Action Center – Step-by-Step Projects

Created byManish Pandey

Last updated 2/2026

English

What you'll learn

Understand the complete UiPath Document Understanding framework from basics to advanced with real-world examples and projects.
Learn to classify and extract data from documents using Form, ML, Regex, and Generative Extractors in both Modern and Classic projects.
Build real-time automation workflows using Action Center, Orchestrator Queues, Validation Station, and AI Center integration.
Master end-to-end document automation using UiPath’s latest features, including Generative AI and Intelligent Keyword Classifier.
Create scalable automation projects using UiPath Process Templates, reusable components, and best practices.
Deploy and manage document processing solutions with confidence, preparing for real job roles or UiPath certification.

Course content

12 sections • 31 lectures • 12h 23m total length

Course Introduction1:49
Learn how UiPath document understanding leverages artificial intelligence to classify, digitize, extract, validate, and export data from documents like invoices and ID cards.
What is UiPath Document Understanding9:56
Types of Documents in UiPath DU10:09
Identify three document types: structured, semi-structured, and unstructured—based on how information is arranged—and learn to choose the right extractor for accurate data extraction.
DU Framework Overview & Components18:41
Prerequisites & Dependencies before using UiPath DU8:31
Identify and install the required packages and tools, obtain an API key, connect UiPath Studio to orchestrator, and prepare sample documents to start building document understanding workflows.
Quizzes - DU Basics

Taxonomy Manager Explained20:37
Explore how to build and load a taxonomy in UiPath document understanding using the taxonomy manager, defining groups, categories, document types, and fields like invoice number and total amount.
Digitization in UiPath Document Understanding29:15
Explains digitization in UiPath Document Understanding, converting scanned documents with OCR into a document object model containing text, layout, and metadata, including checkboxes and rotation.
Quizzes - Taxonomy and Digitization

Classification using Keyword Classifier38:27
Document Classification using Intelligent Keyword Classifier | Split Documents22:27
Explore the intelligent keyword classifier in UiPath document understanding, which automatically learns keywords, trains the learning file, and splits merged PDFs into invoices and receipts for classification.
Multiple Classifier Strategy in UiPath DU10:27
Merge keyword based and intelligent keyword classifiers into one UiPath document understanding scope, then run them in parallel with minimum confidence to predict invoices or receipts with scores.
Quizzes - Classification

Classification Validation using Present Classification Station19:15
Learn how to validate document classification results with the present classification station in UiPath, using attended and unattended automation and conditional validation based on confidence levels.
Classification Validation using Action Center21:36
Explore validating document classification in UiPath using action center for unattended automation, via create document classification action and wait for document classification action and resume.
Quizzes - Classification Validation

Extract Data using Form Extractor27:48
Learn to extract data with the form extractor in UiPath document understanding, using templates for invoices and receipts. Configure extraction scope and choose extractors (regex and machine learning) for results.
Data Extraction using Regex Based Extractor30:07
Learn to extract data with the regex based extractor in UiPath Document Understanding. Use the regex builder to capture fields like invoice number and date within a data extraction scope.
Extract Data with ML Extractor26:35
Quizzes -Data Extraction

Extract Table Data using Form Extractor in UiPath DU15:14
Learn to extract complete table data from invoices and receipts using UiPath DU's form extractor, define table columns and templates, and export results to Excel.
Extract Table Data using ML Extractor13:53
Learn to extract invoice table data with UiPath Document Understanding using the machine learning extractor, map taxonomy fields to a four-column table, validate results, and export to Excel.
Quizzes - Extraction Table items

Requirements

Basic understanding of UiPath Studio is helpful but not required.
A laptop or PC with internet connection to install and run UiPath Studio.
UiPath Community Edition (free) installed – guidance provided in the course.
No prior experience in Document Understanding or AI is needed.

Description

Welcome to the UiPath Document Understanding – Complete Course!
This course will take you from zero to advanced level in using UiPath to extract, classify, and automate document processing with the help of AI, ML, and Generative AI.

If you’ve ever worked with invoices, contracts, ID cards, or passports — and wished you could automate the manual data entry process — this course is for you.

What You’ll Learn

Basics of UiPath Document Understanding Framework
Creating Taxonomy and Digitization using OCR
Document Classification (Keyword, ML, and Generative Classifiers)
Data Extraction using:
- Regex, Form, and ML Extractors
- Generative AI Extractor (Latest method)
Training Custom Models using AI Center
Human-in-the-loop process with Action Center
Validation and Exception Handling
End-to-end automation projects with real documents (Invoices, Contracts, Passports)

Real-World Projects Included

Invoice Processing using Queue and Action Center
Contract Data Extraction using AI Center
End-to-End Document Processing using Gen AI
Classification, Extraction & Validation Examples

Tools & Technologies Used

UiPath Studio
UiPath Document Understanding Portal
AI Center
Action Center
Generative AI Extractor & Classifier
Regex, ML, Form Extractors

Who This Course Is For

RPA Developers looking to expand their skills
Testers and Automation Engineers working with documents
Anyone interested in learning real-world UiPath use cases
People preparing for UiPath certifications or interviews

Extras Included

Sample documents for practice
Quizzes for knowledge checks
Best Practices Document

Who this course is for:

RPA developers who want to master UiPath Document Understanding
Beginners looking to start their journey in intelligent document processing
UiPath professionals preparing for real-world projects involving AI & ML
Automation testers, solution architects, and analysts working on document-heavy processes
Anyone curious about how AI is used to automate document workflows in UiPath

UiPath Document Understanding: Intelligent IDP

What you'll learn

Explore related topics

Course content

Introduction5 lectures • 49min

Taxonomy & Digitization in UiPath Document Understanding2 lectures • 50min

Document Classification in UiPath Document Understanding3 lectures • 1hr 11min

Classification Validation in DU2 lectures • 41min

Train Classification in UiPath Document Understanding1 lecture • 15min

Data Extraction in UiPath DU3 lectures • 1hr 25min

Data Extraction Validation in UiPath DU1 lecture • 27min

Export Results in UiPath DU1 lecture • 18min

How to Extract Table Data in UiPath DU2 lectures • 29min

Real-World Use Cases and Best Practices in UiPath Document Understanding2 lectures • 48min

Requirements

Description

Who this course is for: