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The Documents tab displays all documents used to set up, train, and test a skill and its activities. Documents are organized into document sets. Each skill has an All Documents set associated with it, which is created by default and contains all the uploaded documents. You can also create custom document sets to use them in individual activities or to test a skill. Any custom set is a subset of the All Documents set. A document may be included into multiple custom sets. When a new activity is created, the All Documents set is used by default. You can create a custom document set for your activity. To do so, on the Documents tab, click the plus icon in the list of document sets, provide a name for your custom set, and add desired documents. The new document set will be displayed on the Documents tab of the skill and can be edited there. You may need to create a custom document set for an activity when creating a skill with different extraction rules for different document variants. For more information, see Classify By Text and Image activity. The name of the Documents tab will change depending on which document set is used. If the All Documents set is selected, the name of the tab will be displayed as All Documents. If a custom set is selected, the name of the tab will change to Documents: <Set name>. You can also create a separate document set to be used for testing without linking it to any activity. This may be required when you need to test a skill on a particular client’s documents using an individually balanced document set. To create a test set, click the plus icon in the list of document sets. If you have already uploaded the documents that should be added to the test set, you can select them and click Create Set from Selection on the shortcut menu. To test a skill using a specific document set, select the set in the list and then select Test Skill Using This Set on the shortcut menu. You can also select your new test set when labeling documents and viewing test results for a skill. Alternatively, you can test a skill using one or several selected documents by clicking Test Skill on the documents’ shortcut menu. When editing a skill created in Vantage, its document set will also be displayed in the Documents tab.

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Toolbar Commands

Document sets can be edited using the following toolbar commands:
  • Upload. Uploads documents to the selected set. Each uploaded document is automatically added to the All Documents set. You can also upload documents by dragging them from file explorer.
  • Import Labeled Documents From Folder… Uploads labeled documents to the All Documents set of a Document skill. You can find this toolbar command by opening the drop-down list to the right of the Upload button. A folder with labeled documents can be created by exporting labeled documents from a skill training set, from manually reviewed processing results, or from ABBYY FlexiCapture. For more information about reusing labeled documents, see Importing labeled documents from a folder.
  • Divide Set. Divides a single set into two in a certain ratio, creating different collections of documents for testing and training. In the editor of each activity, you can select a set of documents to be used for either training or testing.
Sets that have fewer than 10 documents cannot be divided.
  • Add from Set. Adds to the current set all documents from the selected set that are not yet part of the current set.
  • Add to Set. Adds the selected documents to a different set. Not available if the skill has only one set.
  • Delete. Deletes the selected documents from the set. You can either delete documents from the currently selected set or from all document sets. When in the All Documents set, you can only delete documents from all sets.
  • Rotate. Changes the orientation of the selected pages. You can select one of the following options from the drop-down list: Rotate All Pages Left, Rotate All Pages Right, or Rotate All Pages 180º.

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View Options

List view. Displays documents as a list. This view also displays the upload date for each document, the document sets that the document is part of, and information about whether the document has been labeled (in the Reference Fields column). Thumbnail view. Displays documents as thumbnails. To view the full image for a document displayed in thumbnail view, use the preview button. If necessary, you can rotate the page in the document preview window by clicking the more button and selecting the appropriate menu option.

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Document Processing

You can upload documents at any step of setting up a skill by returning to the Documents tab. If a document processing flow is set up for the skill on the Activities tab, the skill will start processing any new documents when they are uploaded. Once the processing is complete, the predicted labeling for the new documents will be displayed on the Fields tab, and the reference labeling will be generated based on the predicted labeling. Document processing will also start if you upload any documents inside the activity editor. The reference labeling generated automatically is unconfirmed unless you copy predicted labeling to reference using the corresponding option on the documents’ shortcut menu. Documents with unconfirmed labeling can’t be used for training and are excluded from test results. To confirm the labeling of a document, review it on the Fields tab. We don’t recommend uploading more than 10,000 documents to a skill, or the skill may become unstable.