# ProcessMaker Intelligent Document Processing

ProcessMaker Intelligent Document Processing (IDP) offers a Cognitive Content Management Solutions (CCMS) system designed to meet modern business demands for a highly scalable, open, and standards-based content platform. By integrating AI technologies such as Natural Language Processing, Image Recognition, Machine Learning, and Deep Learning, ProcessMaker IDP redefines content management capabilities

ProcessMaker IDP has the following key features:

* **Automatic Metadata Generation**: Streamline operations by automating the generation of metadata for your documents.
* **Image Tagging**: Enhance document management by automatically tagging images, making them easier to categorize and retrieve.
* **Content Augmentation**: Improve work quality by intelligently adding hard-to-find information to your content.
* **Entity Relationship Discovery**: Uncover relationships between content items and entities within the content itself.

Click on a link below to get started!

## IDP User

<table data-view="cards"><thead><tr><th align="center"></th><th data-hidden></th><th data-hidden></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td align="center"><strong>Document Management</strong></td><td></td><td></td><td><a href="/pages/ym85FEjYY1mY7HfTlYTh">/pages/ym85FEjYY1mY7HfTlYTh</a></td><td><a href="/files/QbnU1AWc5YJpz7QHRD1r">/files/QbnU1AWc5YJpz7QHRD1r</a></td></tr><tr><td align="center"><strong>Intelligent Document Processing</strong></td><td></td><td></td><td><a href="/pages/t8hTwFDoAQNkQ0giWCoK">/pages/t8hTwFDoAQNkQ0giWCoK</a></td><td><a href="/files/T9NFXc6LVUXrDepOKpsZ">/files/T9NFXc6LVUXrDepOKpsZ</a></td></tr></tbody></table>

## IDP Administrator

Familiarity with database terminology is assumed. When covering topics involving scripting, experience with JavaScript or Regular Expressions is expected.

<table data-view="cards"><thead><tr><th align="center"></th><th data-hidden></th><th data-hidden></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td align="center"><strong>Entity Management</strong></td><td></td><td></td><td><a href="/pages/fEIVEiR3ZYYH08dcbYjT">/pages/fEIVEiR3ZYYH08dcbYjT</a></td><td><a href="/files/ZEUtBrYIdRti7Emyulu9">/files/ZEUtBrYIdRti7Emyulu9</a></td></tr><tr><td align="center"><strong>Excel Import and Export</strong></td><td></td><td></td><td><a href="/pages/6qRAwXV9QwC2YA2CDrwg">/pages/6qRAwXV9QwC2YA2CDrwg</a></td><td><a href="/files/QH9HiVYDWCHAECfsCmg9">/files/QH9HiVYDWCHAECfsCmg9</a></td></tr><tr><td align="center"><strong>OCR Service</strong></td><td></td><td></td><td><a href="/pages/3rXmb5E9UN87rYXnkWYE">/pages/3rXmb5E9UN87rYXnkWYE</a></td><td><a href="/files/f3neuHHcybhCY39beP0M">/files/f3neuHHcybhCY39beP0M</a></td></tr><tr><td align="center"><strong>Classification Service</strong></td><td></td><td></td><td><a href="/pages/lokxEGShxgN7w4ZfEOUP">/pages/lokxEGShxgN7w4ZfEOUP</a></td><td><a href="/files/rilOrXFLIYsq0ciy0ndC">/files/rilOrXFLIYsq0ciy0ndC</a></td></tr><tr><td align="center"><strong>Named Entity Recognition</strong></td><td></td><td></td><td><a href="/pages/p579WgCfwVgyT2C6zGDW">/pages/p579WgCfwVgyT2C6zGDW</a></td><td><a href="/files/WS4gYdt7YnNoVK1Q9QQn">/files/WS4gYdt7YnNoVK1Q9QQn</a></td></tr><tr><td align="center"><strong>Annotation</strong></td><td></td><td></td><td><a href="/pages/VSpTfB3GvI1C7yIcAfX4">/pages/VSpTfB3GvI1C7yIcAfX4</a></td><td><a href="/files/Sk1AEn1HJjSifAPRcQ46">/files/Sk1AEn1HJjSifAPRcQ46</a></td></tr><tr><td align="center"><strong>Authorization</strong></td><td></td><td></td><td><a href="/pages/DZ1N2CX35M25U8hINJ4O">/pages/DZ1N2CX35M25U8hINJ4O</a></td><td><a href="/files/a1aO6vEgoyYB7aVyu7mP">/files/a1aO6vEgoyYB7aVyu7mP</a></td></tr><tr><td align="center"><strong>Importer</strong></td><td></td><td></td><td><a href="/pages/tHkS0PvHp8U5RP8Ja20n">/pages/tHkS0PvHp8U5RP8Ja20n</a></td><td><a href="/files/EBdUiRVrMuQqDVbcS95E">/files/EBdUiRVrMuQqDVbcS95E</a></td></tr><tr><td align="center"><strong>Elastic Search Config</strong></td><td></td><td></td><td><a href="/pages/dPpQ2JA1lGC8FaAC4G6a">/pages/dPpQ2JA1lGC8FaAC4G6a</a></td><td><a href="/files/41BTWKWIylEHfe1pfkWR">/files/41BTWKWIylEHfe1pfkWR</a></td></tr><tr><td align="center"><strong>Email Integration</strong></td><td></td><td></td><td><a href="/pages/mZ8XIqc8n4LpTWvEwDSh">/pages/mZ8XIqc8n4LpTWvEwDSh</a></td><td><a href="/files/bpOcEW6Ecg0mHmcEGovC">/files/bpOcEW6Ecg0mHmcEGovC</a></td></tr><tr><td align="center"><strong>Email Notifications</strong></td><td></td><td></td><td><a href="/pages/BzuriYw8tWW6P9nZffcK">/pages/BzuriYw8tWW6P9nZffcK</a></td><td><a href="/files/xXPc6IiPDOLsPAiraCUF">/files/xXPc6IiPDOLsPAiraCUF</a></td></tr><tr><td align="center"><strong>Audit Log</strong></td><td></td><td></td><td><a href="/pages/Me8VuEMMT4nJb7rveWzH">/pages/Me8VuEMMT4nJb7rveWzH</a></td><td><a href="/files/IDAnBjaXj0JVa0uMdaZu">/files/IDAnBjaXj0JVa0uMdaZu</a></td></tr><tr><td align="center"><strong>Retention Management</strong></td><td></td><td></td><td><a href="/pages/ZIbGL9Lhk0SWRBAT9pZA">/pages/ZIbGL9Lhk0SWRBAT9pZA</a></td><td><a href="/files/VbaMaoiymPGf9dMYrKbN">/files/VbaMaoiymPGf9dMYrKbN</a></td></tr><tr><td align="center"><strong>Power BI</strong></td><td></td><td></td><td><a href="/pages/NclqjakKtbeb8YVrHeHE">/pages/NclqjakKtbeb8YVrHeHE</a></td><td><a href="/files/OSdu1FWyrZw45aKrPpBz">/files/OSdu1FWyrZw45aKrPpBz</a></td></tr><tr><td align="center"><strong>Exports</strong></td><td></td><td></td><td><a href="/pages/z173cgLpSvpquPLXiYWR">/pages/z173cgLpSvpquPLXiYWR</a></td><td><a href="/files/sVQz2HGYMMUVMbjzK9ES">/files/sVQz2HGYMMUVMbjzK9ES</a></td></tr><tr><td align="center"><strong>Translations</strong></td><td></td><td></td><td><a href="/pages/TXhiJEycmwtKoik2TjVB">/pages/TXhiJEycmwtKoik2TjVB</a></td><td><a href="/files/GK731FG59v76hxPiSEoe">/files/GK731FG59v76hxPiSEoe</a></td></tr></tbody></table>

## ProcessMaker Platform Administrator and Designer

<table data-view="cards"><thead><tr><th align="center"></th><th data-hidden></th><th data-hidden></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td align="center"><strong>IDP Admin Settings</strong></td><td></td><td></td><td><a href="/pages/tiyqFdobcJmXTaGJAuNr">/pages/tiyqFdobcJmXTaGJAuNr</a></td><td><a href="/files/ZLI0TCqgK0MIWq2Hzzfo">/files/ZLI0TCqgK0MIWq2Hzzfo</a></td></tr><tr><td align="center"><strong>IDP Connector in Processes</strong></td><td></td><td></td><td><a href="/pages/82SNuuoTMzKiYODOUne1">/pages/82SNuuoTMzKiYODOUne1</a></td><td><a href="/files/YnpjszOgR3lGYsOJHGO5">/files/YnpjszOgR3lGYsOJHGO5</a></td></tr></tbody></table>

## IDP Developer

<table data-view="cards"><thead><tr><th align="center"></th><th data-hidden></th><th data-hidden></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th></tr></thead><tbody><tr><td align="center"><strong>Key Concepts</strong></td><td></td><td></td><td><a href="/pages/X1LsicOysa0XNTyrFE48">/pages/X1LsicOysa0XNTyrFE48</a></td><td><a href="/files/GJVputWsbgvGowHwcanK">/files/GJVputWsbgvGowHwcanK</a></td></tr><tr><td align="center"><strong>Authentication</strong></td><td></td><td></td><td><a href="/pages/Q22X4lApIxgJSmyihCj3">/pages/Q22X4lApIxgJSmyihCj3</a></td><td><a href="/files/6QIrliCSxFNbzeV0KBuK">/files/6QIrliCSxFNbzeV0KBuK</a></td></tr><tr><td align="center"><strong>Request Syntax</strong></td><td></td><td></td><td><a href="/pages/DeZz4J0KR9enbcmFo2Y9">/pages/DeZz4J0KR9enbcmFo2Y9</a></td><td><a href="/files/8VbND7Tit5gwD3E7lLoN">/files/8VbND7Tit5gwD3E7lLoN</a></td></tr><tr><td align="center"><strong>Endpoints for Entity Objects</strong></td><td></td><td></td><td><a href="/pages/YNe7Ufw6BnIkapbgISoE">/pages/YNe7Ufw6BnIkapbgISoE</a></td><td><a href="/files/wO1y3dmxVSZKL9KHFkZr">/files/wO1y3dmxVSZKL9KHFkZr</a></td></tr><tr><td align="center"><strong>WebSockets</strong></td><td></td><td></td><td><a href="/pages/6qrUgYgqYar5EPGgtWpF">/pages/6qrUgYgqYar5EPGgtWpF</a></td><td><a href="/files/4otZZ1S1wWzqJ6NMP1Op">/files/4otZZ1S1wWzqJ6NMP1Op</a></td></tr></tbody></table>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://processmaker.gitbook.io/idp/processmaker-intelligent-document-processing.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.