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://.cognitiveservices.azure.com/  # Required: Document Intelligence endpoint
DOCUMENT_INTELLIGENCE_API_KEY=  # Only required for AzureKeyCredential auth
BLOB_CONTAINER_SAS_URL=https://.blob.core.windows.net/?  # Optional: blob container SAS URL for training data
AZURE_TOKEN_CREDENTIALS=prod  # Required only if DefaultAzureCredential is used in production

Authentication

Microsoft Entra Token Credential

using Azure.Identity;
using Azure.AI.DocumentIntelligence;

string endpoint = Environment.GetEnvironmentVariable("DOCUMENT_INTELLIGENCE_ENDPOINT");
// Local dev: DefaultAzureCredential. Production: set AZURE_TOKEN_CREDENTIALS=prod or AZURE_TOKEN_CREDENTIALS=
var credential = new DefaultAzureCredential(
    DefaultAzureCredential.DefaultEnvironmentVariableName
);
// Or use a specific credential directly in production:
// See https://learn.microsoft.com/dotnet/api/overview/azure/identity-readme?view=azure-dotnet#credential-classes
// var credential = new ManagedIdentityCredential();
var client = new DocumentIntelligenceClient(new Uri(endpoint), credential);

> Note: Entra ID requires a custom subdomain (e.g., https://.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 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 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 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("");

var blobSource = new BlobContentSource(blobContainerUri);
var options = new BuildDocumentModelOptions(modelId, DocumentBuildMode.Template, blobSource);

Operation 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("");

var sourceA = new BlobContentSource(blobContainerUri) { Prefix = "TypeA/train" };
var sourceB = new BlobContentSource(blobContainerUri) { Prefix = "TypeB/train" };

var docTypes = new Dictionary()
{
    { "TypeA", new ClassifierDocumentTypeDetails(sourceA) },
    { "TypeB", new ClassifierDocumentTypeDetails(sourceB) }
};

var options = new BuildClassifierOptions(classifierId, docTypes);

Operation 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 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 |

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: microsoft
• Source: microsoft/skills
• License: MIT
• Homepage: https://microsoft.github.io/skills/

Install and usage instructions live in the source repository linked above.