diff --git a/docs/components/modeler/web-modeler/idp/idp-document-automation.md b/docs/components/modeler/web-modeler/idp/idp-document-automation.md index 4385c7b025..e7b97ee53f 100644 --- a/docs/components/modeler/web-modeler/idp/idp-document-automation.md +++ b/docs/components/modeler/web-modeler/idp/idp-document-automation.md @@ -4,7 +4,7 @@ title: Document automation description: "You can import a BPMN or DMN diagram at any time with Web Modeler." --- -Create a document automation project to automatically classify and extract data from documents based on one or more linked document extraction model(s). +Create a document automation project to automatically classify and extract data based on linked document extraction models. ## About document automation @@ -20,6 +20,12 @@ For example, if you want to process large multi-page PDFs containing multiple do To create a document automation project: -1. [Add projects]: Link one or more document extraction projects to help the system analyze and categorize your documents. -1. [Test classification] Select an LLM and test the document classification results. -1. [Publish]: Publish the project to make it available to use in your document processing BPMN diagrams. +Content... + +## Document automation steps + +Complete the following steps to configure and publish an unstructured data extraction project: + +1. [Step 1: Add projects]: Link one or more document extraction projects to help the system analyze and categorize your documents. +1. [Step 2: Test classification] Select an LLM and test the document classification results. +1. [Step 3: Publish]: Publish the project to make it available to use in your document processing BPMN diagrams. diff --git a/docs/components/modeler/web-modeler/idp/idp-document-extraction.md b/docs/components/modeler/web-modeler/idp/idp-document-extraction.md index a6eb5db849..fb82e9c9c5 100644 --- a/docs/components/modeler/web-modeler/idp/idp-document-extraction.md +++ b/docs/components/modeler/web-modeler/idp/idp-document-extraction.md @@ -23,13 +23,10 @@ To create a document extraction project: Create an extraction project modal 1. **Name**: Enter a descriptive name for the project, such as “Invoice type A” for example. 1. **Extraction method**: Select an extraction method based on whether your documents contain structured or unstructured data. - - **Form extraction**: Select this method to extract data from structured documents. - **Unstructured data extraction**: Select this method to extract data from unstructured documents. - 1. Click **Create** to create and open the new extraction project. 1. Configure and publish the project: - - See [Extract structured data](idp-structured-extraction.md) to learn how to configure and publish a structured data extraction project. - See [Extract unstructured data](idp-unstructured-extraction.md) to learn how to configure and publish an unstructured data extraction project.