DOCUMENT Identify document type function

The DOCUMENT Identify document type function in RPA.

Help CentreBuilding Processes

This article describes the RPA Document functionality to identify document type.

For a full list of available functions, please read DOCUMENT functions.


Description

The DOCUMENT Identify document type function allows you to identify document type.


Setting it up

To use the DOCUMENT Identify document type function, follow these instructions:

{{popups:rpas/add:action=document-identify-type}}

Once on a process map:

  1. Navigate to the process where you would like to add the DOCUMENT Identify document type function
  2. Click on the green button’s drop-down (right side of the green button labelled “Process”)
  3. On the menu that appears, click on the “+ Activity” item
  4. From here you can select the DOCUMENT Identify document type option
  5. Click "Add" once you are done

Input parameters

ParameterRequiredTypeDefaultDescription
FileYesText-The path to the document file
VariableYesText-Variable to store the identified type

Output variables

VariableTypeDescription
VariableTextThe identified document type (e.g. Invoice, Quote, Statement)

Errors

ErrorDescription
File not foundThe specified file does not exist
Unknown typeThe document type could not be identified

Tips

  • Uses AI to identify the document type
  • Supports PDF, images, and scanned documents

Related functions

See it working on your own data

Everything documented here ships with the platform – try the document tools free, or go live in 7 days.