Create a learning instance in Community Edition

Create a learning instance to begin processing documents. In Community Edition, you can extract data from invoices in English using the ABBYY OCR provider.

Procedure

  1. From the Control Room home page, navigate to AI > Document Automation, and click Create Learning Instance.
  2. Enter a name and description for the learning instance.
    Document Automation does not allow duplicate learning instance names, so the name you provide must be unique.
  3. Click Next.

We recommend that you open a sample document side by side with the Control Room window as you configure the form and table fields.

Note:
  • A form field is a type of field that occurs only one time in a document.
  • A table field is a type of field that reoccurs throughout a document, typically in the form of a table.

  1. Configure the form and table fields for extraction. For more details, see View and search fields.
    1. Click a field to open the fields editor. For more details, see .Guidelines to edit the fields and create custom aliases
    2. Hover over the menu icon to the right of a field to access the up/down arrows.
    3. Use the arrows to rearrange the order of the fields for a more efficient manual validation.
      The order of the fields does not impact extraction.
    To learn more about the other field attributes, see Considerations for form and table fields.
  2. Click Add a field and specify the fields details such as field name, fields label, confidence, data type, format date/number, and so on. For more details, see Considerations for form and table fields.
    The following image shows form and table fields configured in a learning instance:
    Form fields of a learning instance

    Table fields of a learning instance and adding custom table at learning instance level
    Note: The Add a field option is not available for Receipts document type.
  3. Click Create.

Next steps

Upload documents to the learning instance, fix validation errors, and verify the extracted data: Process documents in Community Edition