UiPath Document Understanding Features
Operating System (3)
PC Operating System
Supports Microsoft Windows operating system
Mac Operating System
Supports macOS operating system
Linux Operating System
Supports Linux operating system
Document Processing (10)
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File Type
Supports a variety of file types (E.g. DOC, XLS, PPT, PDF, JPG, PS, TIFF, etc.)
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Data Extraction
Processes data from unstructured and semistructured data sources
Mobile Capability
Allows for mobile upload of documents and images
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Intelligent Processing
Provides AI and machine learning tools to accelerate data analysis
Image Enhancement
Provides image enhancement before processing (E.g. rotation, image cropping, removing noise, enhancing contrast, etc.)
Text Extraction
Process digital photos and/or scans of various document types and extract text from images (JPG, BMP, TIFF, GIF)
Metadata Extraction
Retrieval of embedded metadata that is present within a file
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Batch Processing
Software's ability to perform similar action on multiple similar files simultaneously
Invoice Processing
Creation, processing, verification, and execution of invoices till the payment is made
Platform Additional Functionality (4)
Integration
Integrates with other applications to support document storage, document management, process automation and/or workflow management
File Conversion
Supports the conversion of uploaded documents to other file types
Windows and Mac
Supports operations on both Windows and Mac
Document Conversion
Convert documents and images into editable file formats
Data Capture (2)
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Multi-format Support
Allows the user to process documents in various formats such as PDF, DOCX, and JPEG.
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OCR Capabilities
Gives user the ability to convert different types of documents into machine-readable text using Optical Character Recognition (OCR).
Data Extraction (5)
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Pattern Detection and Recognition
Filtering incoming messages/alerts and detecting patterns to spot anomalies.
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Text Classification
Gives user the ability to categorize sections of text within the document based on preset criteria.
Data Classification
Grouping log entries based on similar attributes.
Voice Recognition
Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking
Optical Character Recognition
Ability to recognize printed or written text within digital images or scanned documents
Data Validation (1)
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Accuracy Checking
Provides the user with the capability to validate the extracted data for accuracy.
Workflow Automation (3)
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Natural Language Processing
Process and analyze human language in text or audio form
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Process Integration
Gives user the ability to connect to automation technology, such as robotic process automation (RPA).
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Document Management (6)
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Search Functionality
Enables users to search through the content of processed documents easily.
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Version Control
Allows the user to track changes and manage different versions of a document.
Full Text Search
Search for specific words or phrases within a document or database
Semantic Search
Contextual Search
Boolean Search
Capability to use a search engine via operators like AND, NOT, and OR
Machine Learning (1)
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Custom Model Training
Gives user the ability to train custom machine learning models for specific data extraction tasks.
Natural Language Processing (4)
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Sentiment Analysis
Provides the user with the ability to analyze the sentiment expressed in the textual content of the document.
Text Analysis
Process of extracting and classifying information from text, such as tweets, emails, product reviews, etc
Entity Analysis
Inspect the given text for key elements such as names of people, places and more
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
Semantic Analysis (1)
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Contextual Understanding
Allows the system to understand the context of words and phrases for better data extraction and classification.
Data Integration (1)
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API Support
Provides the user with the ability to integrate the IDP system into other applications through APIs.
Security (2)
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Compliance Standards
Assures the user that the system complies with industry regulations like GDPR.
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Data Encryption
Ensures that all data processed is encrypted for security.
Integration - Machine Learning (2)
Integration
Supports integration with multiple data sources for seamless data input.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Learning - Machine Learning (3)
Training Data
Enhances output accuracy and speed through efficient ingestion and processing of training data.
Actionable Insights
Generates actionable insights by applying learned patterns to key issues.
Algorithm
Continuously improves and adapts to new data using specified algorithms.
Agentic AI - OCR (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Additional Functionality (126)
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Customizable Forms
Customize contracts and forms to collect specific information
Forms Management
Store, manage and track all forms in a centralized location
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Phonetic Variation Detection
Detects variations in pronunciation or variations in spelling across regions.
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Email Management
Manage, store and organize emails within the system or via third-party apps
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Workflow Management
Create, design and manage workflows for repetitive tasks
Electronic Forms
Digital forms that are shared and accessed online
Abbreviation Detection
Automatically comprehend data abbreviation terms
Web Forms
Web form that allows users to enter data that is sent and processed for different reasons
Multiple Data Sources
Allows users to manage data from a number of sources
Mis-Keyed Variation Detection
Detects when a user has input/keyed data incorrectly
Data Import/Export
Import and export data to and from software applications
Data Replication
Process of copying and storing data in more than one site or node
Document Management
Store, manage, and track all electronic documents in a centralized location
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Customizable Reports
Alter the layout and content of reports
Customizable Branding
Add customized logos and colors to align with company branding
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Electronic Signature
Digitally sign online documents
Data Retrieval
Search and find data in a structured format
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Email Address Extraction
Extract email addresses from multiple data sources
Customizable Fields
Customize data fields to support various needs and use cases
Task Management
Create, manage and track all task activities and progression
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Image Capture
Process images and automatically scan for data
Configurable Workflow
Configure existing workflows to meet your organization's needs
API
Application programming interface that allows for integration with other systems/databases
Data Visualization
Graphical representation of data
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Conditional Logic
Capability of a software or system to make decisions and perform actions based on specified conditions
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Activity Tracking
Track and document all activities across devices, networks, and other systems
Real-Time Updates
Receive system updates as soon as any changes are made
Summarization
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Real-Time Analytics
Analyze and gain insights into data in real-time
Predictive Modeling
Analyzing historical and current data and generating a model to help predict future outcomes.
Data Analysis Tools
Analyze survey results via statistical testing or crosstabs directly within the software
Filtering
Find & retrieve relevant data or documents
Commenting/Notes
Leave comments and notes on documents for others to view
Categorization/Grouping
Organize and group data or items based on various criteria
Data Verification
Process of checking different types of data for accuracy to avoid errors or inconsistencies
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Data Cleansing
Removes data that is incomplete, inaccurate, or irrelevant from a dataset
Topic Clustering
Identify topics to prioritize document research
Multi-Language
Manage and support multiple languages
Language Detection
Identify different languages
Spam Detection
Detect spam, BOT, or invalid email addresses
Predictive Analytics
Predict future data based on historical data sets
Customer Profiles
Record customer information, purchase history, and other notes
Metadata Management
Collect and maintain structured information that describes data or content
Workflow Management
Create, design and manage workflows for repetitive tasks
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Content Scan
Scan written content within documents, files, or websites
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Annotations
Highlight content and/or make notations about parts of content
Electronic Signature
Digitally sign online documents
File Transfer
Move files across different systems or networks
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Document Review
Review and analyze existing information across documents
Document Storage
Store and organize documents in a centralized system
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Text Editing
Edit text as needed
Data Verification
Process of checking different types of data for accuracy to avoid errors or inconsistencies
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Document Editing
Makes changes to document features such as text, fonts, formatting, etc.
Document Automation
Automated or logic-based workflows that assist in the creation of electronic documents
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Document Imaging
Convert paper files into digital images
Full Text Search
Search for specific words or phrases within a document or database
Multiple Output Formats
Create content in various formats, such as print, PDF, HTML and more
Secure Data Storage
Securely stores data to prevent data loss or breaches
Convert to PDF
Create, edit, convert to and from PDF files
Data Import/Export
Import and export data to and from software applications
ID Scanning
Scan and validate an ID barcode
Zone Selection Tool
Selects specific portions of images, files, texts, websites or documents
Language Detection
Identify different languages
Document Management
Store, manage, and track all electronic documents in a centralized location
API
Application programming interface that allows for integration with other systems/databases
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Indexing
Compile and organize data into specific metrics
Predictive Modeling
Analyzing historical and current data and generating a model to help predict future outcomes.
Configurable Workflow
Configure existing workflows to meet your organization's needs
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Data Import/Export
Import and export data to and from software applications
API
Application programming interface that allows for integration with other systems/databases
Predictive Analytics
Predict future data based on historical data sets
Data Visualization
Graphical representation of data
Endpoint Management
Track status, assign actions, and control access to systems for devices within the organization
Multiple Data Sources
Allows users to manage data from a number of sources
No-Code
Drag and drop/visual interfaces that allow non-tech users to build without writing code
Data Preparation
Transforming raw data to run it through machine learning algorithms to uncover insights or make predictions.
Auditing
Examine established processes and records to ensure accuracy, compliance, and policy adherence
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Big Data Analytics
Examine large amounts of data to uncover hidden patterns, correlations, and other insights
ML Algorithm Library
Share, track, and store machine learning models and data.
Data Management
Ability to handle large datasets
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Activity Tracking
Track and document all activities across devices, networks, and other systems
Data Connectors
Connect to big data sources
Data Security
Protect sensitive data for digital privacy
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Workflow Management
Create, design and manage workflows for repetitive tasks
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users