Uipath Invoice Extraction (PDF AUTOMATION 2021 COMPLETE TUTORIAL) Using Document Understanding

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: Uipath invoice extraction in Uipath PDF Automation is one of the industrial need and learning this skill will add a lot to your profile. Today, I am going to teach complete Uipath PDF Automation Tutorial using UiPath Document Understanding.
The Goal of this Uipath Invoice Extraction (PDF AUTOMATION 2021 COMPLETE TUTORIAL) is as follows:
1. The bot should access all the pdfs from the folder
2. Extract required data from the PDFs
3. Store them in an excel file
We are going to achieve this PDF automation by using couple of Uipath Core Activities. UiPath PDF Automation is the key skill to acquire!
We will start with Directory.GetFiles() uipath activities, For Each Loop Uipath Activity and all the steps of UiPath Document Understanding.
I have shown how to design Taxonomy as per the industrial requirement. Digitization, Classification, Data Extraction Scope and Export the data has been shown.
Thank you for all your support and keep watching the channel videos!
Link to Access Sample PDFs or invoices for Exercise is provided here:
drive.google.com/drive/folder...
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#uipath #rpa #roboticprocessautomation #automation #uipathexpohub *****
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[@abdulsaleem6353]

Seems, its been a while that you have created this video for us but just now only I have seen this. saying honestly, this is really help me alot Rakesh :). Thanks Bhai

[@AutomatewithRakesh]

You are most welcome Abdul

[@ramyanamala6614]

Tried Simultaneously with your video, now i can able to do DU without any help, the way you explained each and every step was mind-blowing Rakesh, thanks a lot and keep up the good work.

[@johannanderson848]

Great video. I am grateful for the sample documents mostly. Most content creators don't share the documents. Thanks a lot and please continue the good work you do. Also hope in the future, you can do a video of comparing Google Vision OCR, Microsoft Azure OCR and Abby OCR to read handwritten and images showcase which OCR is the best for which document category.

[@francescomariadaquino8842]

Thank you so much for the time and effort you invested in.

[@ravuri999]

Thank You so much for your effort and explanation in detailed.

[@casgroupconsultingconsulto7249]

Excelente. Funciono todo bien. Gracias amigo.

[@sushilbhaskar5500]

Thank you for this video Rakesh... And really appreciated your efforts :)

[@arteewalimbe1300]

Hi Rakesh, I referred lot of your videos for the things where I was lacking.. believe me they helped me a lot and I got a job also.. thanks a lot for your efforts.. 👏👏👏

[@AutomatewithRakesh]

Congratulations Artee

[@apangyksg]

Hi Rakesh, excellent job - simple and clearly presented. Thank you.

[@Vijay_0815]

Thanq sooo much for wonderful series.... Regret to see very late. I fell DU series is something different,so I wasn't see this series. But you made easy to understand entire series... Thanq sooo much 💐

[@AutomatewithRakesh]

You are most welcome Vijay

[@SyedSAhmed3]

Thank you for your amazing video..and extracting data using du is super exciting 🎉

[@pranavjalan8861]

All the time invested in this is totally worth it..

[@AutomatewithRakesh]

Thank you Pranav

[@rajeswarib8815]

Really it was good. The way u r explaining why, where, how to use is very helpful. Presenting and giving the content in a perfect manner. Please make video on UIPATH Apps to.

[@karthikeyannagarajan3376]

Great video. Content of delivery is very clear. Easy to understand the document understand concept.Thanks Rajesh for your great effort

[@AutomatewithRakesh]

Thanks Karthikeyan 😇

[@rajurec2721]

Nice explanation rakesh, useful content.

[@dhachanamurthydhachanamurt8447]

Wow..awesome....watched with 0 knowledge but now have good understanding

[@AutomatewithRakesh]

That's great!

[@soundaryasureshmohan7524]

i really wonder and no words to tell anything about the videos on document understanding... you are really doing a great job .. Thanks a lot

[@AutomatewithRakesh]

So nice of you, Thanks a Ton Soundarya!

[@nehadhawan3441]

This is a wonderful explanation, thanks so much Rakesh!

[@AutomatewithRakesh]

Thank you Neha

[@tanlee423]

Thank you so much it is very useful, helpful, greatful video

[@nirmalakhandagale7110]

fabulous creation who has no experience on Document understanding that person also work on project by looking at this video. Thanks a lot

[@AutomatewithRakesh]

Thank you Nirmala this is one of the precious comments that I have seen in last few days thank you thank you again

[@nirmalakhandagale7110]

@@AutomatewithRakesh 😍

[@scktch8933]

Great job, your way of explaining is really excellent. Thank you very much I have a question in Invoice No. 1 I want to extract all the goods, each goods details in a row in Excel

[@shaiknabi4517]

Thank You Rocky Bhai i successfully run the flow and Pdf data was fetch to excel !!!

[@AutomatewithRakesh]

😀 welcome

[@dakimitrov8787]

Keep up to good work helped me a lot

[@senthilKumar-bo2is]

tutorial & giving pratice material also ,really heartfull thanks to u man

[@AutomatewithRakesh]

You are most welcome Senthil

[@priyankasorate6707]

Perfect explanation

[@mohdqamaruddin6197]

Thank you so much for your time and Effort sir.

[@AutomatewithRakesh]

Thank you

[@arteewalimbe1300]

A very nice video Rakesh.. You always make complex things learning very easy.. Thanks a ton!

[@AutomatewithRakesh]

My pleasure

[@waseemsayyad6315]

Hi Rakesh, very nice explanation, I have trained the bot through form extractor for invoice with 3 lines, but when I try to execute the new invoice of same format with more than 3 lines its not extracting all of them. Can you please help me in this and also make a video for this.

[@sojolhamid6356]

Simply Superb!! I am just speechless by seeing your patience & persistency for teaching topics so deeply!! Hats off! May Almighty give you in return. Thanks once again.

[@AutomatewithRakesh]

Thank you Sojol🙏

[@ganeshkulkarni9648]

Hey, really liked the video tutorial, but what if we have different invoice and we want to create multiple template for them using form extractor, how we can solve this? Have you done any video on it? Any guidance would be appreciated.

[@rajvenogopal9317]

Hi Rakesh, brilliant efforts - much appreciated

[@AutomatewithRakesh]

Thank you Raj

[@nithyasankar42]

Hi Rakesh, I am using enterprise on-premise version of orchestrator. In that where can I find the api key for document understanding?

[@abdulbashith3971]

Great Content!

[@SathishSathish-ei3gu]

thank you rakesh

[@Soumalyadey]

Very good explanation Sir...

[@icstrim76]

I would like to see this with an invoice or multiple invoices, where you would have product codes, prices, etc. and extract all that data... Thanks!

[@kaushik__7728]

In practical scnerio we use document understanding alone or inside RE FRAMEWORK.?

[@mohanvasan2629]

Hi guys, If you do not understand or if you have clarification on these document understanding steps, Please go through the playlist of document understanding created by rakesh, he has spent lots of time on each activity, i had some doubts in it like why we should use this why cant selectors do the same job, after going through the playlist i clearly understood, if anybody stuck here please check document understanding playlist

[@saiprasadkakumanu521]

Hi Rakesh, obviously the video you made is excellent, one doubt i had is, i tried to print dataset but i got something like this - ?DT.Tables.Item(0).ToString "Simple Fields" ?DT.Tables.Item(1).ToString "Simple Fields - Formatted" but how is it the thought of DT.tables(0) helped to print data -- can you explain this

[@affy2974]

Hi Rakesh, your videos are great for anyone who is new to RPA UiPath. Your videos can make them PRO in no time! Thank you so much for your valuable content. It will be great help if you can show a process on how to extract a invoice number which is in same line of a PDF file. Ex: "INVOICE # INV00010" I only need the invoice number which is "INV00010", you can also think of a full name given and I need to split them into first name and last name and insert in excel columns. Can you please share your thoughts 🙏🙏🙏

[@SandeepYADAVggn]

Very Good. Will it work with image pdf i.e. OCR but size of invoice pdf is not same i.e. some are legal, and some are A4 size so anchor placement may not be exactly same for all files. How to do automation then?

[@user-ir6ob1ms1d]

in actual project while working on document understanding in company does omni page using or other any OCR engine please tell me

[@anilgulati9060]

what if, i have a multipal pages pdf with different vendors invoices. so can i use the same process? however, that pdf contains scanned invoice & system genrated invoices. please advise.

[@saahilshaikh7445]

Hi Rakesh can we do this on different types of invoice pattern in a single run like for eg: consider 2 invoice invoice A and invoice B but both looks different but we want to extract same field from them how can we do that can you please explain.

[@yashobantadash6670]

hello bro. atlast you saved the due date in string variable.is it saved as string ?

[@pankajchaudhari3999]

Dear sir, I have an error occurred during assign activity as so kindly help me in this regard.

[@AppalarajuV-lo4do]

Thnk you so much sir... now i am able to do very easily sir..

[@AutomatewithRakesh]

Keep it up

[@AppalarajuV-lo4do]

@@AutomatewithRakesh One small doubt sir.. how to insert pdf name in one column automatically

[@qq-ok3zy]

HI,thanks for your teaching,I've got in trouble that there is another「Billed to」in my output excel 's column "E", I don,t know why??

[@srinivasm1255]

very good job ...

[@rahatrahman3070]

Hi Rakesh. THANK YOU SO MUCH FOR YOUR WONDERFUL VIDEOS. I am new to RPA and trust me, I am learned a lot from your video. I have a question. I am extracting one of the elements from my pdf file and it should be only numbers. but when it extract the data to excel it is including some letters in it. for example I am trying to extract 20-088022 but instead im getting this F2or0th-e0ta8xa8b0le2ye4a2r. How can i resolve this problem?

[@artitripathi5748]

thanks for all your effort and for making things simpler. Can you please make the videos for AI Center?

[@AutomatewithRakesh]

Sure

[@Artech.Ranjit]

if i want to store different classifications, like Invoice and Purchase orders in separate sheets

[@chaitusai7674]

sir, as the interface of taxanomy mnager has changed, it is not showing the category block, what should we do now ?

[@radhahotkar6722]

Hi Rakesh, I am facing timeout issue while running data extraction scope and i have used the document which you have shared. Please help me to solve this issue

[@ravitejabhavarajuuipathcom8593]

👍 great explanation

[@AutomatewithRakesh]

Thank you Ravi

[@appuvlogs6139]

Hi bro, I need how to extract multiple invoices data using string manipulation in Reframework. Thanks in advance.

[@tarrrakyt6096]

I got error : The extension '.xls' does not have a known content type defined Exception type : system.not supported exception...pls explain what to do

[@shubhamsharma-db9eb]

Can we extract unstructured pdf into excel with this?

[@athiraharidasan7103]

Hello Sir ,How can i get this Load taxonomy activity and Taxonomy manager in studio?

[@shaiknoor3967]

can you please make video for dynamic tables Extract because same vendor have invoice with different line items eg:-1st pdf we have 3 line items 2nd pdf we have 5 lines 3rd pdf we have 15 lines

[@prashanth191]

hi rakesh, I tried creating a template using form extractor but got an error that says "There was an error processing the document".I tried changing OCRs but it didn't work. I'm kind of stuck here. please help. Thank you.

[@parvatia544]

1.Hey Rakesh .i tried this . ive got the result as is when was developing from the studio . So when i published and run from the orchestrator the data was not written to the excel sheet . 2. When i tried with ML extractor for scanned bills in the same way it says "error occurred while retrieving the capabilities from server. for this i gave the end point and api key correctly but still not able to figure it. Can u pls reply .Ty

[@anilkumarandra7557]

Hi Rakesh thank you so much for your video and we need with different PDFs having different data for that we need a video

[@AutomatewithRakesh]

Sure will do

[@anilkumarandra7557]

@@AutomatewithRakesh Thank you so much Rakesh bro please do it as soon as possible because we want to upgrade our self with your continuous videos

[@kavuripriyanka3991]

When we use pdf activities and when we is UiPath.IntelligentOCR.Activities?

[@divyavanithadi392]

Sir can you make a video on du using Document Understanding Process Template?

[@kuntumallasreekanth7454]

Hi Rakesh How to edit the existing one in form extractor please help me

[@TJ-bv1li]

Sir , I'm not able to download the packages , which u mentioned initially. It doesn't shows up ! What to do , sir ? Please do reply !..

[@shubhamsharma-db9eb]

Shows error on data extraction scope that index was outside the bound of the array

[@AUTOINSTAN]

thanks

[@AutomatewithRakesh]

You're welcome!

[@funedit732]

Hello sir.. How we can extract.. Data from multiple pages in single invoice

[@rnhprashant]

Hello, I am getting error when trying to run classifier and getting output in text file...error... Index was outside the bounds of the array

[@nikita9378]

I'm getting error in digitize document step as "Input document not found"

[@arigelayedukondalu861]

Data Extraction Scope: Could not detect a valid document type id from the given input parameters how to solve this

[@sharmadeepak9395]

I m facing issue in end while using mege data table.

[@rohitsharma9755]

if there is different format of pdf so what we do???

[@salmanfaries3064]

Hi anyone please say what is the need of using document Understanding ,while we can extract invoices in normal way which is in the previous video?

[@AutomatewithRakesh]

Hi Salman, using DU we have many actions that can be done for example Bringing Human in Loop by integrating with Action Center. This is much more advanced than the trival way! We have Form Based Extractor, ML Extractor etc. Follow the playlist from the beginnig, slowly you will get an good understanding!

[@salmanfaries3064]

@@AutomatewithRakesh sure rakesh, thanks for the reply!

[@sanjeshl.d8572]

Thank you for your explanation.can you please explain what is dataset.tables(0),dataset.tables(1), dataset.tables(2) what does it means

[@AutomatewithRakesh]

Hi Sanjesh if you use only dataset.tables and write to an excel you may find duplicates. Try to experiment that

[@sanjeshl.d8572]

@@AutomatewithRakesh thanks for your reply sir.why they are putting (0),(1),(2) what they mean sir (ex : dataset.tables(1) )

[@AutomatewithRakesh]

@@sanjeshl.d8572 those are the index numbers like an array how you pull the first data from array using the 0 index and so on. Try to watch one of my array video from expohub you will be very clear

[@sanjeshl.d8572]

@@AutomatewithRakesh Thank you

[@mbhuvana1708]

After installing DU package ,all the Du related activities are slow .can you please help me here.Do we need to do anything specifically?

[@AutomatewithRakesh]

Try to restart the uipath studio and restart laptop once

[@sultanmia3895]

Nice 😊

[@AutomatewithRakesh]

Thank you Sultan

[@navyasreetumpala9526]

iam working on 2023 version, if i want to work on 2021 how can i do

[@kaushik__7728]

shy we have used merge datatable here?

[@AutomatewithRakesh]

To get the output into excel in the beginning we have declared data table and then we are merging it

[@AppalarajuV-lo4do]

we want insert extracted pdf name also in one column how to do this sir plz help sir

[@jegadeeshbabu3981]

The getting error for the "Data Extraction Scope: Index was outside the bounds of the array." how resolved this

[@tanlee423]

I also got this error. How did you solve it?

[@kanchanggogoi7250]

done

[@ashishpandey1436]

Sir how can we change the language of the file

[@tanlee423]

I got an error : "Data Extraction Scope: Index was outside the bounds of the array."

[@raviteja3605]

Good Afternoon sir, i got validation error while practicing, unable to execute sir, it says as Uipath.studio.plugin.workflow.validation.LightValidationService. pl help sir.

[@shalinitiwari1805]

Message Box: Index was outside the bounds of the array. i got this error while using the classificationresult(0).DocumentTypeId

[@tanlee423]

I also got this error. How did you solve it?

[@AppalarajuV-lo4do]

Hi sir, I am missing one column data sir in some images only not for all but more images data i am missing sir... Please sit what should i do= sir

[@AppalarajuV-lo4do]

Now no problem sir i am getting everything is too good...

[@jyothivadlamani4843]

Hi Rakesh. I need help. Iam getting this error while running the file 11/30/2022 17:25:22 Unexpected error has occurred during the library compilation process: The assembly compilation returned the following errors: * Property 'Item' is 'ReadOnly'.

[@jyothivadlamani4843]

Here "Item" is the variable given in for each for the filepath

[@sivad2202]

Rakesh dataset to json and XML help me

[@AutomatewithRakesh]

Will try to create a content Siva

[@sivad2202]

@@AutomatewithRakesh thanks Rakesh garu ASAP 🤔

[@payalatre9979]

Hi sir, I am getting error while using Data Extraction Scope and creating template it is showing error : There was an error processing the documents. Please help me what should i do Thank you

[@AutomatewithRakesh]

What kind of document are you using ? try to change to some other document in case if you do not have proper documents look for the video sample invoice download

[@himanshuprataprana6867]

if i have multiple pages in my pdf,how can i extract them?

[@himanshuprataprana6867]

My pdf is dynamic and unstructured

[@sudhagarss]

I have installing three packages,but to accept license dialog box

[@AutomatewithRakesh]

License dialog box! Which version and edition of studio you are using?

[@sudhagarss]

@@AutomatewithRakesh Version 2021.4.4 Uipath Community version

[@sudhagarss]

Any update?

[@KulkarniVedantMtech]

I followed each and every step of this tutorial still it does not work

[@salakkad4512]

Taxonomy Manager Interface changed

[@sharmadeepak9395]

How to connect with u any email id pls

[@BGMI-AshleelLonda31_Live]

Wht ir format is not same

[@AutomatewithRakesh]

In that case we need to create more templates for each specific format if using form based extractor, if not you can use combination of machine learning extractor and check if the ml algorithm extracts the data

[@ganeshkulkarni9648]

@@AutomatewithRakesh how to use multiple form based extractor? I tried to use it, but it's not working and extracting the data based on the first template only. Because even though we're creating the template, we're storing all files in one location and template 1 going to scan all PDF so it would scan PDF of other types as well and will store wrong data. How to handle this? Any help would be appreciated.

[@PrasannaLaxmi-fq9wf]

Hi Rakesh... Iam learning Uipath... Your videos are superb...your explanation is very good.. I got the result for above video.. How can i contact you...could you share your email ID in case of errors

[@raviteja3605]

Good Afternoon sir, i got validation error while practicing, unable to execute sir, it says as Uipath.studio.plugin.workflow.validation.LightValidationService. pl help sir.