Automation

User Guide
Extract data from a document
 Quick User Guide

Form options Type Description Example

Document Understanding
Text Field Document Understanding API key from the Orchestrator See user guide
API key

Document type Dropdown Select the type of document you’re extracting data from Invoice

Input document File Browse Document to extract data from Receipt.pdf

Output folder Folder Browse Where to generate the Excel workbook with extracted data C:\Output

You can set the following options from the Assistant

• Hide_Messages hides the status window

• Hide_Results hides the results form

TABLE OF CONTENTS
INTRODUCTION ................................................................................................................................. 4
Overview .............................................................................................................................................................. 4
Use Cases ............................................................................................................................................................ 7
REQUIREMENTS, PREREQUISITES, & SECURITY ....................................................................... 7
System Requirements ........................................................................................................................................ 7
Prerequisites ....................................................................................................................................................... 7
Security Measures .............................................................................................................................................. 7
GETTING STARTED .......................................................................................................................... 7
Bot Files ............................................................................................................................................................... 7
Installation Hierarchy ......................................................................................................................................... 7
REPORTS ........................................................................................................................................... 8
LOGS ................................................................................................................................................... 8
SUPPORT & FAQS ............................................................................................................................ 8
Support ................................................................................................................................................................ 8
FAQs..................................................................................................................................................................... 8
APPENDIX A: REVISION HISTORY ................................................................................................. 8
No. ........................................................................................................................................................................ 8
Version Number .................................................................................................................................................. 8
Date of Change .................................................................................................................................................... 8
Notes .................................................................................................................................................................... 8
APPENDIX B: REFERENCES ........................................................................................................... 9
No. ........................................................................................................................................................................ 9
Topic..................................................................................................................................................................... 9
Link ....................................................................................................................................................................... 9
Introduction

This document outlines the information related to the automation. It contains the automation description
and the related technical specifications. It also describes the setup and configuration process.

Overview

This automation allows you to extract data from common document types and exports the information
to an Excel workbook.

Note: This automation requires a Document Understanding API key. Please refer to the
following link for the most up-to-date instructions on how to retrieve your Document
Understanding API key: https://docs.uipath.com/document-understanding/docs/api-key

The available document types include:

• Invoices
• Purchase orders
• Receipts
• Utility bills

The automation accepts both native PDF (.pdf) and image (.jpg and .png) input file types. Please note
that images will first be read using OmniPage OCR before the data is extracted.
After the automation begins, a form will appear requesting the following information:

• Document Understanding API key - the Document Understanding API key from your
Orchestrator
• Document type – select the type of file you’re providing
• Input document – the document you want data extracted from
• Output folder – the folder where the Excel workbook with extracted data will be generated

Once you’re ready, press “Continue”.

The automation will process the document and, if successful, export it to an Excel workbook in your
output folder location.
Afterwards, the automation will display a summary message and allow you to open the output folder,
repeat the automation, or end the automation.

Here is an example of a sample document and the generated output:

Use Cases

• Easily extract document data into tabular format

• Process receipts and other documents for expense reports
• Grab table data from reports and other native PDFs

Requirements, Prerequisites, & Security

System Requirements

Hardware Minimum Recommended

CPU 2 x 1.8GHz 32-bit (x86) 4 x 2.4GHz 64-bit (x64)

RAM 4 GB 8 GB

Prerequisites

Software Specifications

Operating System Windows 10

UiPath Assistant Version 21.10 or later

Desktop app for automation
UiPath Document Understanding API key Orchestrator API key

Security Measures

No such security measures to be considered.

Getting Started
Bot Files

extract.data.from.a.document.2.1.0.nupkg – Project Package to be moved to UiPath Packages folder

and then installed from UiPath Assistant.

Installation Hierarchy

NuGet Package downloaded from UiPath Marketplace must be placed under UiPath – Packages folder.
Reports

No reports are generated.

Logs

No audit logs.

Support & FAQs

Support

Email: [email protected]
Link: https://marketplace.uipath.com/contact-us
Support on Demand option is available only to UiPath Enterprise customers. To access this type of
support, you need to have an active UiPath license. For more details, please check this article:
https://docs.uipath.com/marketplace/docs/support-on-demand.
Note: Marketplace Support On Demand doesn’t include any response or resolution SLA. However, we
will do our best to get back to you within two business days. If you like to open a ticket, please use the
support link.

FAQs

For questions about UiPath Assistant, See UiPath Assistant Docs.

Appendix A: Revision History

No. Version Number Date of Change Notes

1. Version 1.0.10 11/05/2021 Release Version

2. Version 2.1.0 12/04/2022 Attended Framework 2.0 update

Appendix B: References
No. Topic Link

1. The UiPath Robot Guide Click here