Create standard form in Document Automation

Create a Standard Forms extraction model in the Control Room.

Prerequisites

Ensure your Control Room has the Document Automation Standard Forms (Number of pages) product license
You must have the AAE_IQ Bot Admin or AAE_IQ Bot Services roles to complete this task
Identify between five and fifteen training documents

Procedure

In the Control Room, navigate to Manage > Learning Instances and click Create model.
The Projects window opens in a new tab.
Click Create project.
Enter a name for the project, click Browse to upload documents to train the extraction model, and click Create.
Define the field tags:
1. Click Add new tag.
2. Enter a name for the tag. For example, Invoice no. or Invoice Date.
Define the table tags:
1. Click Configure table tag.
2. Enter a name for the table.
3. For each column in the table, enter the name of the column under the Column fields section.
4. When you are done entering the columns names, click Save.
Define the location of the data for each field:
1. For the form fields, highlight the location of the data to extract, then click the respective field in the right panel.
2. For each row in the table, highlight the location of the data to extract, then click the respective table field on the right.
3. Click Done, then open the next document and repeat the steps to define the locations of the form and table fields.
Click the Train model icon, enter a name for the model, and click Train.
Click the Analyze icon, click Browse for file, and select a document to test the extraction model.
Note: As of Automation 360 v.29, you can create and train new models in Microsoft Form Recognizer v.3.0 only. If you are in Microsoft Form Recognizer v.2.1, then you must upgrade to Microsoft Form Recognizer v.3.0 by following the below steps:
1. Open Project.
2. Go to Train tab.
3. Click Train. The model is created in the Microsoft Form Recognizer v.3.0.

Next steps

Next, Create a learning instance for standard forms

Note: You cannot edit an extraction model after associating it with a learning instance.

Automation 360

Create standard form in Document Automation