Document Automation FAQ

Review the FAQs to learn more about Automation Anywhere intelligent document processing solution, Document Automation.

Product FAQ

What are the pre-trained models available in Document Automation?
  • Automation Anywhere offers invoices, arrival notice, bill of lading, packaging list, and waybill.
  • Google Document AI offers invoices, receipts, and utility bill.
Does Document Automation have feature parity with Automation 360 IQ Bot?
Document Automation supports the following features from Automation 360 IQ Bot:
  • Data extraction from text, number, date time, and check box fields
  • Validation rules based on patterns, formulas, lists, and statements
Note: Document Automation supports extraction of data from check box fields when you use the Standard Forms document type and User-defined document type with Google Document AI provider.
Which browsers are supported?
Document Automation is supported on the same browsers as the Automation Anywhere Control Room: Google Chrome and Microsoft Edge.
Note: If you use Document Automation on Firefox, the user interface might not behave as expected.
Which languages are supported?

The languages supported in Document Automation vary based on the providers, document types, OCR engines, and third-party parsers. See Languages supported in Document Automation and Language support matrix and OCR engines.

You can process documents in other languages by creating and training a learning instance in Automation 360 IQ Bot and connecting it with Document Automation to process documents using Document Automation technology and workflow. See Connect learning instance.
Which file formats are supported?
Document Automation can process documents in the following file formats:
  • PDF
  • JPG
  • JPEG
  • PNG
  • TIF
  • TIFF
What are the hardware requirements for Document Automation?
The hardware requirements for Document Automation are the same as the Bot Agent. For detailed information such as hardware components, compatible devices, supported operating systems, and browser extensions, see Bot Agent device requirements.
Which licenses do I need to use Document Automation?
For Document Automation license details, see Understanding licenses in Document Automation.
Can learning instances be migrated from Automation 360 IQ Bot to Document Automation?
Users can connect their learning instances from Automation 360 IQ Bot to their Document Automation environment, which allows them to process documents using the Document Automation technology without having to rebuild the learning instances. For more information, see Connect learning instance.
Should I maintain my Automation 360 IQ Bot environment?
If you have connected a learning instance from Automation 360 IQ Bot to Document Automation, do not delete the learning instance from Automation 360 IQ Bot since it stores the training data.
We recommend that you maintain Automation 360 IQ Bot in a version compatible with the associated Control Room.
Which learning instance fields are supported out of the box?
Document Automation offers over 35 of the most common invoice fields, with the option to configure custom fields. To see all the possible fields when you are creating a learning instance, click Show unused fields.
Which deployment models are available for Document Automation?
Document Automation solutions can be deployed on Automation 360 On-Premises and Automation 360 Cloud.

Processing and extraction FAQ

Which OCR engines are supported?
The Automation Anywhere pre-trained model uses the ABBYY FineReader Engine or the Google Vision OCR.
What is the execution time per document in Document Automation?
The execution time depends on various factors such as document type, document size, number of pages, and number of fields to be extracted.
I uploaded documents for processing, but nothing happened. What was the reason?
The first time you process documents, the Document Extraction package downloads documents to your local device. This might cause a delay in processing the documents.
What should I do if a folder contains documents in multiple languages?
Use the Document Classifier package to sort the documents by language and then create a learning instance for each language.
What should I do if a language is not supported for the provided document?
If a document language is not currently supported, a recommended solution is to extract documents using languages available by other providers such as, Standard Forms and Google Custom Data Extraction (CDE).
Can I define custom document types such as bank statements or commerce registrations?
You can use the user-defined document type to process documents that are visually similar to invoices. Additionally, you can also use Standard Forms and Google Custom Document Extractor.
How do I process documents using Google Document AI?
Document Extraction enables users to send their documents to Google Document AI for processing. To use this feature, users must have Document AI licenses that they either purchased from Automation Anywhere or provided their Google Document AI account credentials to the Control Room.
The process of creating, testing, and publishing is the same for learning instances using a Google Document AI model as for learning instances using a pre-trained model from Automation Anywhere.
Are multi-page tables supported?
Yes, Document Extraction supports extracting tables that span across multiple pages.
Can I extract multiple tables from a document?
Yes, you can extract multiple tables from a document by adding custom tables and fields in your learning instances. See Create a learning instance in Document Automation.
When data is not extracted from an uploaded document, what should I do?
You can go to the Automation Co-Pilot Requests tab (on the left pane) to view the history for each uploaded document. Here, you can verify the step where extraction failed or whether a Validator user marked the document as invalid.
Is currency extraction supported?
Yes, except for the rupee (₹) symbol.