salesforce-development
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azure-ai-document-intelligence-dotnet
Extract text, tables, and structured data from documents using prebuilt and custom models.
Full skill instructions
Extract text, tables, and structured data from documents using prebuilt and custom models.
dotnet add package Azure.AI.DocumentIntelligence
dotnet add package Azure.Identity
Current Version: v1.0.0 (GA)
DOCUMENT_INTELLIGENCE_ENDPOINT=https://<resource-name>.cognitiveservices.azure.com/
DOCUMENT_INTELLIGENCE_API_KEY=<your-api-key>
BLOB_CONTAINER_SAS_URL=https://<storage>.blob.core.windows.net/<container>?<sas-token>
using Azure.Identity;
using Azure.AI.DocumentIntelligence;
string endpoint = Environment.GetEnvironmentVariable("DOCUMENT_INTELLIGENCE_ENDPOINT");
var credential = new DefaultAzureCredential();
var client = new DocumentIntelligenceClient(new Uri(endpoint), credential);
Note: Entra ID requires a custom subdomain (e.g.,
https://<resource-name>.cognitiveservices.azure.com/), not a regional endpoint.
string endpoint = Environment.GetEnvironmentVariable("DOCUMENT_INTELLIGENCE_ENDPOINT");
string apiKey = Environment.GetEnvironmentVariable("DOCUMENT_INTELLIGENCE_API_KEY");
var client = new DocumentIntelligenceClient(new Uri(endpoint), new AzureKeyCredential(apiKey));
| Client | Purpose |
|---|---|
DocumentIntelligenceClient | Analyze documents, classify documents |
DocumentIntelligenceAdministrationClient | Build/manage custom models and classifiers |
| Model ID | Description |
|---|---|
prebuilt-read | Extract text, languages, handwriting |
prebuilt-layout | Extract text, tables, selection marks, structure |
prebuilt-invoice | Extract invoice fields (vendor, items, totals) |
prebuilt-receipt | Extract receipt fields (merchant, items, total) |
prebuilt-idDocument | Extract ID document fields (name, DOB, address) |
prebuilt-businessCard | Extract business card fields |
prebuilt-tax.us.w2 | Extract W-2 tax form fields |
prebuilt-healthInsuranceCard.us | Extract health insurance card fields |
using Azure.AI.DocumentIntelligence;
Uri invoiceUri = new Uri("https://example.com/invoice.pdf");
Operation<AnalyzeResult> operation = await client.AnalyzeDocumentAsync(
WaitUntil.Completed,
"prebuilt-invoice",
invoiceUri);
AnalyzeResult result = operation.Value;
foreach (AnalyzedDocument document in result.Documents)
{
if (document.Fields.TryGetValue("VendorName", out DocumentField vendorNameField)
&& vendorNameField.FieldType == DocumentFieldType.String)
{
string vendorName = vendorNameField.ValueString;
Console.WriteLine($"Vendor Name: '{vendorName}', confidence: {vendorNameField.Confidence}");
}
if (document.Fields.TryGetValue("InvoiceTotal", out DocumentField invoiceTotalField)
&& invoiceTotalField.FieldType == DocumentFieldType.Currency)
{
CurrencyValue invoiceTotal = invoiceTotalField.ValueCurrency;
Console.WriteLine($"Invoice Total: '{invoiceTotal.CurrencySymbol}{invoiceTotal.Amount}'");
}
// Extract line items
if (document.Fields.TryGetValue("Items", out DocumentField itemsField)
&& itemsField.FieldType == DocumentFieldType.List)
{
foreach (DocumentField item in itemsField.ValueList)
{
var itemFields = item.ValueDictionary;
if (itemFields.TryGetValue("Description", out DocumentField descField))
Console.WriteLine($" Item: {descField.ValueString}");
}
}
}
Uri fileUri = new Uri("https://example.com/document.pdf");
Operation<AnalyzeResult> operation = await client.AnalyzeDocumentAsync(
WaitUntil.Completed,
"prebuilt-layout",
fileUri);
AnalyzeResult result = operation.Value;
// Extract text by page
foreach (DocumentPage page in result.Pages)
{
Console.WriteLine($"Page {page.PageNumber}: {page.Lines.Count} lines, {page.Words.Count} words");
foreach (DocumentLine line in page.Lines)
{
Console.WriteLine($" Line: '{line.Content}'");
}
}
// Extract tables
foreach (DocumentTable table in result.Tables)
{
Console.WriteLine($"Table: {table.RowCount} rows x {table.ColumnCount} columns");
foreach (DocumentTableCell cell in table.Cells)
{
Console.WriteLine($" Cell ({cell.RowIndex}, {cell.ColumnIndex}): {cell.Content}");
}
}
Operation<AnalyzeResult> operation = await client.AnalyzeDocumentAsync(
WaitUntil.Completed,
"prebuilt-receipt",
receiptUri);
AnalyzeResult result = operation.Value;
foreach (AnalyzedDocument document in result.Documents)
{
if (document.Fields.TryGetValue("MerchantName", out DocumentField merchantField))
Console.WriteLine($"Merchant: {merchantField.ValueString}");
if (document.Fields.TryGetValue("Total", out DocumentField totalField))
Console.WriteLine($"Total: {totalField.ValueCurrency.Amount}");
if (document.Fields.TryGetValue("TransactionDate", out DocumentField dateField))
Console.WriteLine($"Date: {dateField.ValueDate}");
}
var adminClient = new DocumentIntelligenceAdministrationClient(
new Uri(endpoint),
new AzureKeyCredential(apiKey));
string modelId = "my-custom-model";
Uri blobContainerUri = new Uri("<blob-container-sas-url>");
var blobSource = new BlobContentSource(blobContainerUri);
var options = new BuildDocumentModelOptions(modelId, DocumentBuildMode.Template, blobSource);
Operation<DocumentModelDetails> operation = await adminClient.BuildDocumentModelAsync(
WaitUntil.Completed,
options);
DocumentModelDetails model = operation.Value;
Console.WriteLine($"Model ID: {model.ModelId}");
Console.WriteLine($"Created: {model.CreatedOn}");
foreach (var docType in model.DocumentTypes)
{
Console.WriteLine($"Document type: {docType.Key}");
foreach (var field in docType.Value.FieldSchema)
{
Console.WriteLine($" Field: {field.Key}, Confidence: {docType.Value.FieldConfidence[field.Key]}");
}
}
string classifierId = "my-classifier";
Uri blobContainerUri = new Uri("<blob-container-sas-url>");
var sourceA = new BlobContentSource(blobContainerUri) { Prefix = "TypeA/train" };
var sourceB = new BlobContentSource(blobContainerUri) { Prefix = "TypeB/train" };
var docTypes = new Dictionary<string, ClassifierDocumentTypeDetails>()
{
{ "TypeA", new ClassifierDocumentTypeDetails(sourceA) },
{ "TypeB", new ClassifierDocumentTypeDetails(sourceB) }
};
var options = new BuildClassifierOptions(classifierId, docTypes);
Operation<DocumentClassifierDetails> operation = await adminClient.BuildClassifierAsync(
WaitUntil.Completed,
options);
DocumentClassifierDetails classifier = operation.Value;
Console.WriteLine($"Classifier ID: {classifier.ClassifierId}");
string classifierId = "my-classifier";
Uri documentUri = new Uri("https://example.com/document.pdf");
var options = new ClassifyDocumentOptions(classifierId, documentUri);
Operation<AnalyzeResult> operation = await client.ClassifyDocumentAsync(
WaitUntil.Completed,
options);
AnalyzeResult result = operation.Value;
foreach (AnalyzedDocument document in result.Documents)
{
Console.WriteLine($"Document type: {document.DocumentType}, confidence: {document.Confidence}");
}
// Get resource details
DocumentIntelligenceResourceDetails resourceDetails = await adminClient.GetResourceDetailsAsync();
Console.WriteLine($"Custom models: {resourceDetails.CustomDocumentModels.Count}/{resourceDetails.CustomDocumentModels.Limit}");
// Get specific model
DocumentModelDetails model = await adminClient.GetModelAsync("my-model-id");
Console.WriteLine($"Model: {model.ModelId}, Created: {model.CreatedOn}");
// List models
await foreach (DocumentModelDetails modelItem in adminClient.GetModelsAsync())
{
Console.WriteLine($"Model: {modelItem.ModelId}");
}
// Delete model
await adminClient.DeleteModelAsync("my-model-id");
| Type | Description |
|---|---|
DocumentIntelligenceClient | Main client for analysis |
DocumentIntelligenceAdministrationClient | Model management |
AnalyzeResult | Result of document analysis |
AnalyzedDocument | Single document within result |
DocumentField | Extracted field with value and confidence |
DocumentFieldType | String, Date, Number, Currency, etc. |
DocumentPage | Page info (lines, words, selection marks) |
DocumentTable | Extracted table with cells |
DocumentModelDetails | Custom model metadata |
BlobContentSource | Training data source |
| Mode | Use Case |
|---|---|
DocumentBuildMode.Template | Fixed layout documents (forms) |
DocumentBuildMode.Neural | Variable layout documents |
WaitUntil.Completed for simplicityConfidence propertyusing Azure;
try
{
var operation = await client.AnalyzeDocumentAsync(
WaitUntil.Completed,
"prebuilt-invoice",
documentUri);
}
catch (RequestFailedException ex)
{
Console.WriteLine($"Error: {ex.Status} - {ex.Message}");
}
| SDK | Purpose | Install |
|---|---|---|
Azure.AI.DocumentIntelligence | Document analysis (this SDK) | dotnet add package Azure.AI.DocumentIntelligence |
Azure.AI.FormRecognizer | Legacy SDK (deprecated) | Use DocumentIntelligence instead |
| Resource | URL |
|---|---|
| NuGet Package | https://www.nuget.org/packages/Azure.AI.DocumentIntelligence |
| API Reference | https://learn.microsoft.com/dotnet/api/azure.ai.documentintelligence |
| GitHub Samples | https://github.com/Azure/azure-sdk-for-net/tree/main/sdk/documentintelligence/Azure.AI.DocumentIntelligence/samples |
| Document Intelligence Studio | https://documentintelligence.ai.azure.com/ |
| Prebuilt Models | https://aka.ms/azsdk/formrecognizer/models |
This skill is applicable to execute the workflow or actions described in the overview.
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