| Step | Description |
| ---- | -------------------------------------------------------------------------------------- |
| 1 | Click "Taxonomy Manager" in the Studio Design ribbon then click Taxonomy. |
| 2 | Create a Category by clicking "+ Category" and then click the created Category. |
| 3 | Create a Group by clicking "+ Group" and then click the created Group. |
| 4 | Create a Document Type by clicking "+ Document Type" and then click the Document Type. |
To define a document structure that theDocument Understanding frameworkcan classify and extract from, the following hierarchical structure must be created in theTaxonomy Manager:
Taxonomy Manager– Launch from theDesign ribbonin Studio.
Category– Top-level classification (e.g., Financial, HR, Legal).
Group– Sub-division under a category (e.g., Invoices, Contracts).
Document Type– Specific type of document (e.g., Vendor Invoice, NDA).
This structure is required for theClassify Document Scopeactivity to function properly.
????UiPath Documentation Reference:
Taxonomy Manager – UiPath DU
Document Types and Categories
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