Document Automation Developer

Getting Started with Document Automation (Automation 360)

In this course, you will learn about Intelligent Document Processing, its workflow and its benefits. You will also learn about Automation Anywhere’s IDP-driven solution, Document Automation, its components and workflow. The learning will be reinforced through brief conceptual descriptions and knowledge checks.

By the end of this course, you will be able to:

Define Intelligent Document Processing (IDP) and how it enables end-to-end automation
Outline the benefits and process workflow of IDP
Describe what is Document Automation, its components and process workflow

Associated Learning Trail(s):

Document Automation Developer

ENROLL

Automating Data Extraction From Documents Using Document Automation (Automation 360)

In this course, you will learn about Automation Anywhere’s new cognitive solution - Document Automation, benefits, and workflow. Through a use case, you will learn how to use Document Automation to train the Learning Instance integrated into Automation 360 to extract the required data from semi-structured documents, manually validate documents that failed validation such that Document Automation learns from it and ultimately eliminates the need for human intervention and perform end-to-end automation.

By the end of this course, you will be able to:

Explain the process workflow of Document Automation
Use Document Automation to automate data extraction from documents
Implement end-to-end automation using Document Automation and RPA Workspace to automate business processes

Associated Learning Trail(s):

Document Automation Developer

ENROLL

Working with Advanced Classifier Action Package

In this course, you will learn to efficiently categorize documents using the Advanced Classifier action package and set up essential licensing for seamless integration. You will discover the capabilities of the package's four actions - Train Advanced Classifier, Classify Documents, Classify Pages, and Split Document.

By the end of this course, you should be able to:

Identify the actions in the Advanced Classifier action package.
Set up the required licensing to use Advanced Classifier action package.
Use the Advanced Classifier actions to separate relevant documents or pages from an unclassified multi-page document to obtain accurate extraction results.

Associated Learning Trail(s):

Document Automation Developer

ENROLL

Analyzing the Document Automation Data Using Bot Insight

In this course, you will learn how to evaluate the performance and health of the learning instance created in Document Automation using Bot Insight. You will also learn to customize the Document Workspace dashboard to display the analytics data based on your business requirements.

By the end of this course, you will be able to:

Access the Document Workspace dashboard using Bot Insights
Describe the various widgets in the Document Workspace dashboard
Customize the Document Workspace dashboard using filters

Associated Learning Trail(s):

Document Automation Developer

ENROLL

Automating Data Extraction from Standard Forms

In this course, you will learn about standard forms and the challenges in extracting data from them. You will then learn how to create an extraction model to extract the required data from standard forms accurately and how to use Document Automation to export the extracted data into a structured format for further automation using RPA. In case automatic processing fails, you will learn how to validate errors such that Document Automation learns from them and ultimately eliminates the need for human intervention. The learning will be reinforced through brief conceptual descriptions, knowledge checks, and use-case demos.

By the end of this course, you will be able to:

Explain the process workflow to set up data extraction from standard forms
State the prerequisite to set up data extraction from standard forms
Use MS Form Recognizer to create a data extraction model
Describe the procedure to create a learning instance for the standard forms document type
Explain how to process and validate the standard forms to test the learning instance
Describe how to publish the learning instance to upload the documents to the process for processing

Associated Learning Trail(s):

Document Automation Developer

ENROLL

About the trail