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Documentation Index

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On the Fields tab, you create skill fields and label documents for a Document skill. Trainable activities like Segmentation and Deep Learning need labeled documents to train. Advanced Designer also compares reference labeling to extraction results when measuring skill quality, so labeling drives both training and testing.

Edit skills created in Vantage

When you edit a skill that was created and labeled in Vantage, its final field structure and labeling appear unchanged in the Fields tab. You can refine that labeling, add fields, or change the data form here without losing the work done in Vantage.

Create skills in Advanced Designer

For a skill you build in Advanced Designer, label your documents after uploading them: define every field to extract and mark its location on the image in the Reference section. Follow the labeling guidelines. You can rearrange and resize fields on the data form at any time — see Editing data form layout.
Switch document sets from the drop-down next to the set name. The shortcut menu lets you modify the active set.

Predicted labeling

After a skill runs, the Predicted section shows its labeling output. To turn predictions into reference labeling, select the documents and choose Copy Predicted Labeling to Reference on the shortcut menu. The same command is available in the activity editors and on the Documents tab.

Validation rules

Add business-logic rules that compare field values, trigger on field changes, or update other fields. Rules behave the same as in Vantage — see Rule verification. Configure them in the Reference section of the Fields tab.

Add a rule

1

Click New Rule

Click the New Rule button. The dialog that opens lists every existing Vantage rule.
2

Select the rule type and fields

Choose the rule type and the fields it should check.
To edit or delete a rule, click the more options button next to it.
Rules created in Advanced Designer and Vantage are kept in sync. If a skill has local-folder synchronization enabled, rules sync there too. Rules apply to both predicted and reference labeling.

Labeling guidelines

Manual and import-based labeling for training a skill.

Documents tab

Upload documents and organize them into sets for training and testing.

Activities tab

Build the document processing flow.