IDP projects

Create and manage your IDP document extraction and classification templates in an IDP project.

Create an IDP project

important

Ensure your deployment environment's cluster meets the IDP project requirements. Camunda recommends using a development (dev) environment for IDP projects.

To create an IDP project:

1. In Camunda Hub, open a workspace.
2. On the Products page, click the IDP projects tab.
3. Click Create IDP project.
4. In the modal provide the following information:
   • Name: Enter a name for the IDP project.
   • Deployment environment: Select the environment you want to use for modeling and testing your document extraction and classification. Each environment is listed with its tag and health status (for example, Paused or Healthy).
5. Click Create to create the IDP project.
6. You can now create templates inside your IDP project folder:
   • Extraction Template: Extract data from structured or unstructured documents.
   • Classification Template: Automatically classify documents by type.

note

Classification templates require an environment on version 8.9 or later. If the selected environment does not meet this requirement, only extraction templates are available.

Change the IDP project environment

Open the IDP project settings modal to change the deployment environment used by an IDP project:

1. In your Camunda Hub workspace, open your IDP project.
2. Click Settings to open the IDP project settings.
3. Under Deployment environment, select the environment you want to use for the IDP project.
4. Click Save to save and apply your changes.