azure-ai-document-intelligence-dotnet

Azure.AI.DocumentIntelligence (.NET)

Extract text, tables, and structured data from documents using prebuilt and custom models.

Installation

dotnet add package Azure.AI.DocumentIntelligence
dotnet add package Azure.Identity

Current Version: v1.0.0 (GA)

Environment Variables

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>

Authentication

Microsoft Entra ID (Recommended)

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.

API Key

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 Types

Client	Purpose
DocumentIntelligenceClient	Analyze documents, classify documents
DocumentIntelligenceAdministrationClient	Build/manage custom models and classifiers

Prebuilt Models

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

Core Workflows

1. Analyze Invoice

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}");
        }
    }
}

2. Extract Layout (Text, Tables, Structure)

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}");
    }
}

3. Analyze Receipt

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}");
}

4. Build Custom Model

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]}");
    }
}

5. Build Document Classifier

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}");

6. Classify Document

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}");
}

7. Manage Models

// 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");

Key Types Reference

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

Build Modes

Mode	Use Case
DocumentBuildMode.Template	Fixed layout documents (forms)
DocumentBuildMode.Neural	Variable layout documents

Best Practices

1. Use DefaultAzureCredential for production
2. Reuse client instances — clients are thread-safe
3. Handle long-running operations — Use WaitUntil.Completed for simplicity
4. Check field confidence — Always verify Confidence property
5. Use appropriate model — Prebuilt for common docs, custom for specialized
6. Use custom subdomain — Required for Entra ID authentication

Error Handling

using Azure;

try
{
    var operation = await client.AnalyzeDocumentAsync(
        WaitUntil.Completed, 
        "prebuilt-invoice", 
        documentUri);
}
catch (RequestFailedException ex)
{
    Console.WriteLine($"Error: {ex.Status} - {ex.Message}");
}

Related SDKs

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

Reference Links

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

When to Use

This skill is applicable to execute the workflow or actions described in the overview.

Limitations

• Use this skill only when the task clearly matches the scope described above.
• Do not treat the output as a substitute for environment-specific validation, testing, or expert review.
• Stop and ask for clarification if required inputs, permissions, safety boundaries, or success criteria are missing.