Using Document Automation for Standard Forms

Standard Forms are fixed format type documents that have a defined template, with little or no variation in the overall layout, and are typically official or legal forms, such as a W-4 (Employee Withholding Certificate) form, income tax form, or a sale deed.

See the following video on how Microsoft Standard Forms integrates with Document Automation and its enhanced processing capabilities.

With enhanced accuracy, this feature enables you to extract data from densely structured forms including those with handwritten input in more than 200 languages. For more information on the supported languages for text and field extraction and detection, see Language support for Form Recognizer.

The following overview provides an end-to-end process you can use to create the Standard Forms data model, configure the learning instance, and publish the learning instance to process documents autonomously, all within the Document Automation interface.

Note: Set up your Document Automation environment, which includes configuring users, roles, and devices, and connecting the Control Room with the Automation Co-Pilot: Set up your Document Automation environment.

Evaluate your use case for Standard Forms.
Evaluate your use case
Review extraction service.
Review extraction service
Set up and configure an extraction service.
Set up extraction service
Configure Document Automation for the selected extraction service.
Configure Document Automation with Microsoft Azure Form Recognizer
Build a data extraction model.
Create standard form in Document Automation
Create a learning instance with the Standard Forms data model.
Create a learning instance for standard forms
Upload documents to the learning instance to test the model, fix validation errors, and verify the extracted data.
Process documents
Build a bot that uploads documents from a source folder to Document Automation.
Build a bot to upload documents to Document Automation
Transfer the Standard Forms learning instance across different Document Automation environments.
Transfer standard forms learning instance
Check the learning instance assets (process, form, and bots) into the public repository. Then, deploy the process and bots to unattended Bot Runner devices to begin processing documents in real time.
Publish the learning instance to production
Validate the processed documents for the Standard Forms learning instance.
Validate the uploaded documents

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