Introduction to Intelligent Document Processing

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DocuWare Intelligent Document Processing (IDP) extends existing document-management solutions with AI-powered features. This enables a high level of automation in office processes.

Many companies receive documents as PDF attachments via email or scan them using a scanner and import them into DocuWare through the DocuWare Desktop Apps. DocuWare can import and archive these PDFs. Using IDP, it is possible to read relevant terms from the content of the documents and add them automatically as index terms.

Training the artificial intelligence for IDP

As an initial step in setting up Intelligent Document Processing for your company, the artificial intelligence is trained to meet your needs.

This training includes the classification of documents and the extraction of relevant data from them:

  • Classification: IDP recognizes specific document types, or document classes, such as invoices and delivery notes.

  • Extraction: IDP extracts relevant data from the documents and automatically adds them as index values.

The training of the AI behind IDP is usually carried out by your DocuWare contact.

You can connect DocuWare with these AI classification and extraction agents through an IDP configuration.

Processing email and documents with IDP

Intelligent Document Processing (IDP) can process documents as they enter the DocuWare system, whether they arrive by email or through the DocuWare Desktop Scan or Import plug-ins.

Importing email

To import emails automatically into DocuWare, you create an email-import configuration in which you define where the messages will be stored and how their attachments are handled—for example, whether the attachments are archived with the email or saved as separate documents.

If you add an IDP configuration to this setup, DocuWare uses Intelligent Document Processing to classify every attached PDF and extract its key data before the files are archived, providing AI-driven automation for your email workflow.

Importing documents via DocuWare Desktop Apps

Documents added to DocuWare with the Desktop apps—whether via the Scan or Import plug-ins—can now be processed by IDP. For example, paper invoices captured with DocuWare Scan and existing PDF files brought in through the Import plug-in are automatically classified, indexed, and archived.

Supported versions: DocuWare Cloud