Upload training documents
Use the procedure in this topic to upload training documents. The training documents you upload on the Documents menu are used to train both classification and extraction. DocAI automatically learns from these samples to improve recognition.
Before you begin
Before you upload training documents, verify that the following steps are complete:
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You have at least one configurable or predefined document type.
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You have several sample documents for each document type you are adding.
Procedure
- On the Documents menu, select a configurable or predefined document type.
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To upload training documents:
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Select
Upload training documents on the
Training Documents pane and select two to five training documents.
The selected training documents are displayed in the Upload training documents window.
- Optional. Select Delete document for any documents that have an exception.
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After all training documents are successfully uploaded, select
Save.
The selected documents are added to the Training Documents.
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Select
Upload training documents on the
Training Documents pane and select two to five training documents.
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Train your documents.
After training is performed, the training circle icon is displayed in the upper right corner for a document type. This icon represents the classification quality of the document type.
Icon
Description
Document type is not yet trained.
Additional training documents are recommended. Each document type requires two to five training documents.
The goal of classification testing is to have a green training circle. However, it is possible for your solution to classify successfully with fewer training documents and an orange circle. This can happen when a document has a consistent layout.
Fix: Add additional training documents, if needed.
One or more of the uploaded training documents has insufficient quality.
Fix: Remove poor quality sample documents and add high quality sample documents.
There are enough training documents for the document type.
- Repeat steps 2 and 3 to add additional training documents to this and other document types.
Next steps
More info