Frequently asked questions

Yes.

Azure AI Document Intelligence and Azure AI Form Recognizer are the same service. The service was renamed from Azure AI Form Recognizer to Azure AI Document Intelligence in July 2023. The service provides the same capabilities and features as before the renaming.

• Pricing changes: There are no changes to pricing. The names Cognitive Services and Applied AI Services continue to be used in Azure billing, cost analysis, price lists, and price APIs.

• Breaking changes: There are no breaking changes to APIs or client libraries. REST APIs and SDK versions 2024-02-29-preview, 2023-10-31-preview, and later are renamed document intelligence.

Yes.

Document Intelligence integrates with the following services:

• Azure Functions

Yes.

Document Intelligence now includes custom generative a new type of extraction model that uses Generative AI and large language models (LLMs) to extract fields from documents. In the past, you used a RAG (retrieval augmented generation) pattern to extract fields. The new model provides high quality results with a single API call. You can also use a document generative AI solution to chat with your documents (RAG), generate captivating content from those documents, and access Azure OpenAI Service models on your data.

• With Azure AI Document Intelligence and Azure OpenAI combined, you can build an enterprise application to seamlessly interact with your documents using natural language. You can easily find answers, gain valuable insights, and generate new and engaging content from existing documents.

Yes.

Document Intelligence can provide the building blocks to enable semantic chunking. Semantic chunking is a key step in retrieval-augmented generation (RAG) to ensure context dense chunks and relevance improvement.

• Document Intelligence provides a layout model that provides a visual decomposition of the document into lines, paragraphs, sections, headers, and footers.

• You can then choose to retrieve the results in markdown format, to further chunk the document on section or paragraph boundaries.

Yes.

You need an active Azure account and subscription with at least a Reader role to access Document Intelligence Studio.

For document analysis and prebuilt models, here are the role requirements for user scenarios:

• Basic

  • Cognitive Services User: You need this role for a Document Intelligence or Azure Cognitive Services multiple-service resource to use Document Intelligence Studio.

• Advanced

  • Contributor: You need this role to create a resource group or a Document Intelligence resource.

For custom model projects, here are the role requirements for user scenarios:

• Basic

  • Cognitive Services User: You need this role for a Document Intelligence or Cognitive Services multiple-service resource to train a custom model or analyze with trained models.

  • Storage Blob Data Contributor: You need this role for a storage account to create project and label data.

• Advanced

  • Storage Account Contributor: You need this role for the storage account to set up cross-origin resource sharing (CORS) settings. It's a one-time effort if you reuse the same storage account.

  • Contributor: You need this role to create a resource group and resources. Contributor or Storage Account Contributor role doesn't give you access to use your Document Intelligence resource or storage account if local (key-based) authentication is disabled. You still need the basic roles (Cognitive Services User and Storage Data Blob Contributor) to use the functions on Document Intelligence Studio.

For more information, see Microsoft Entra built-in roles and the sections about Azure role assignments in the Document Intelligence Studio quickstart.

Yes, for paid-tier resources.

No, for free-tier resources.

• For free-tier (F0) resources, only the first two pages are analyzed whether you're using Document Intelligence Studio, the REST API, or client libraries.

• If you want to analyze all pages in a document, change to a paid (S0) resource. In Document Intelligence Studio, select the Settings (gear) button, select the Resources tab, and check the price tier to use for analyzing your documents.

Yes.

• To change a directory in Document Intelligence Studio, select the Settings (gear) button. Under Directory, select the directory from the list, and then select Switch Directory. Sign in again after you switch the directory.

• To change a subscription or resource, go to the Resource tab under Settings.

Yes.

If your Document Intelligence resource is configured with a firewall or virtual network, you need to add the dedicated IP address 20.3.165.95 to the firewall allowlist for your Document Intelligence resource. Some functions in custom projects (for example, autolabel, project management and human in the loop) don't work if the public network access is disabled.

Yes.

If your Azure blob storage URL includes a SAS token, and is accessible from public networks. You can't use the Fetch function for storage accounts where the key access is disabled or behind a firewall/VNet.

Yes.

The labeling experience from Document Intelligence Studio is open sourced in the Toolkit repo.

Yes.

Document Intelligence Studio has separate URL endpoints for sovereign cloud regions:

• URL for the Azure US Government cloud (Azure Fairfax): Document Intelligence Studio US Government.

• URL Microsoft Azure operated by 21Vianet (Azure China): Document Intelligence Studio China.

Yes.

Document Intelligence offers the latest development options within the following platforms:

• [REST API](https://learn.microsoft.com/rest/api/aiservices/document-models/analyze-document?view=rest-aiservices-2023-07-31 &preserve-view=true&tabs=HTTP)

• Document Intelligence Studio

• C#/.NET

• Java

• JavaScript/TypeScript

• Python

Yes.

The following table provides links to detailed instructions for migrating to the newest version of Document Intelligence:

Yes.

Use the pages parameter (supported in v2.1, v3.0, and later versions of the REST API) and specify pages for multiple-page PDF and TIFF documents. Accepted input includes the following ranges:

• Single pages. For example, if you specify 1, 2, pages 1 and 2 are processed.
• Finite ranges. For example, if you specify 2-5, pages 2 to 5 are processed.
• Open-ended ranges. For example, if you specify 5-, all the pages from page 5 are processed. If you specify -10, pages 1 to 10 are processed.

You can mix these parameters together, and ranges can overlap. For example, if you specify -5, 1, 3, 5-10, pages 1 to 10 are processed.

The service accepts the request if it can process at least one page of the document. For example, using 5-100 on a five-page document is a valid input that means page 5 is processed.

If you don't provide a page range, the entire document is processed.

Yes.

We recommend Document Intelligence Studio most of the time because it can reduce your time for configuring Document Intelligence resources and storage services.

Only consider using the Form Testing Tool (FOTT) for the following scenarios:

• Your data must remain within a single machine. Use the FOTT Sample Labeling tool and a Document Intelligence container.

• Your project is highly dependent on Document Intelligence V2.1 and you want to keep using the v2.1 APIs.

Yes.

Document Intelligence uses autoscaling to provide the required computational resources on demand, while keeping customer costs low. To mitigate throttling during autoscaling, we recommend the following approach:

• Implement retry logic in your application.

• If you find that you're being throttled on the number of POST requests, consider adding a delay between the requests.

• Increase the workload gradually. Avoid sharp changes.

• Create a support request to increase transactions per second (TPS) limit.

Learn more about Document Intelligence service quotas and limits.

Yes.

Variances in the visual structure of your documents can influence the accuracy of a model. Here are some tips:

• Include all variations of a document in the training dataset. Variations include different formats; for example, digital versus scanned PDFs.

• Separate visually distinct document types and train different models.

• Make sure that you don't have extraneous labels.

• For signature and region labeling, don't include the surrounding text.

For more information, see Accuracy and confidence scores.

No.

• Document Intelligence doesn't have an explicit retrain operation. Each train operation generates a new model.

• If you find that your model needs to retrain, you can add more samples to your training dataset and train a new model.

• You can also create a new model to compose with your original model as follows:

  1. Create a dataset for your new template.

  2. Label and train a new model.

  3. Validate that the new model performs well for your specific document types.

  4. Compose your new model with the existing model into a single endpoint. Document Intelligence can then determine the best model for each document to be analyzed.

  For more information, see composed models.

Yes.

You can use the Copy API to copy custom models from one Document Intelligence account into others that exist in any supported geographical region. For detailed instructions, see Disaster recovery.

The copy operation is limited to copying models within the specific cloud environment where you trained the model. For instance, copying models from the public cloud to the Azure Government cloud isn't supported.

Yes.

Training is free for all custom generative and custom template models. However, creating the training dataset for all models requires running the Layout model on the training documents. Customers are responsible for this cost.

Yes.

When you create a shared access signature (SAS), the default duration is 48 hours. After 48 hours, you need to create a new token.

Consider setting a longer duration period for the time that you're using your storage account with Document Intelligence.

No, not directly.

Document Intelligence can't access your storage account if it's protected by a virtual network or firewall.

However, private Azure storage account access and authentication support managed identities for Azure resources. When you use a managed identity, the Document Intelligence service can access your storage account by using an assigned credential.

If you intend to analyze your private storage account data by using FOTT, you must deploy the tool behind the virtual network or firewall.

Learn how to create and use a managed identity for your Document Intelligence resource.

Yes.

FOTT has a version that uses local storage. The version needs to be installed on a Windows machine. You can install it from this location.

On the project page, specify the label folder URI as /shared or /shared/sub-dir if your labeling files are in a subdirectory. All other Document Intelligence Sample Labeling Tool behavior is the same as the hosted service.

Yes.

For asynchronous calls, you can run multiple containers with shared storage. The container that's processing the POST analyze call stores the output in the storage. Then, any other container can fetch the results from the storage and serve the GET calls. The request ID isn't tied to a container.

For synchronous calls, you can run multiple containers, but only one container serves a request. Because it's a blocking call, any container from the pool can serve the request and send the response. Here, only one container is tied to a request at a time, and no polling is required.

Yes.

The containers use the Mounts: Shared property while starting up for specifying the shared storage to store the processing files. To see the use of this property, refer to the containers documentation.

Yes, briefly.

For all features, Document Intelligence temporarily stores data and results in Azure Storage in the same region as the request. Your data is then deleted within 24 hours from the time that you submit an analyze request.

For trained custom models, the interim outputs after analysis and labeling are stored in the same Azure Storage location where you store your training data. The trained custom models are stored in Azure Storage in the same region, and are logically isolated with your Azure subscription and API credentials.

Yes.

Microsoft Q & A is the home for technical questions and answers at Microsoft. You can filter queries that are specific to Document Intelligence.

Yes.

We continually update and improve the Document Intelligence models. You can email the Document Intelligence team. If possible, share a sample document with the issue highlighted.