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Use the Extract activity to extract data from documents of the same type. Add a Classify activity to the Process skill before an Extract activity so your skill extracts data from several types of documents simultaneously. To do so, you need to use the Actions pane to map each class detected by the Classify activity to the respective Skill Catalog Document skill for that specific document type.

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Step 1. Setting Up Document Skills

Specify the Document skills that will be used to extract document fields:
  • In the Actions pane, click the Add Skill button and then select the appropriate skills in the Skill Catalog.
You can view the demo documents for a skill by clicking the icon located to the left of a Document skill’s name. If the skill does not have any demo documents, an error message will be displayed (this error will not affect the setup of your skill).
Note: Only published skills are displayed in the list of available skills.
  • If you cannot find a suitable Document skill in the Skill Catalog, create a new one by following the steps below: a. Click the Create New Skill button at the bottom of the Actions pane. Doing so will display a form where you will need to specify the following for your new skill: a name, a short description, and a list of required skills. b. Click the Done button to add your new skill to both the skill list in your custom Process skill and the Skill Catalog. c. Train your skill and publish it to the Skill Catalog.

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Step 2. Mapping Document Skills to Classes

Map each of your selected Document skills to the respective classes specified in the Classification skill preceding the Document skill in the workflow by doing one of the following:
  • In the Actions pane click the properties icon next to the skill name. In the dialog box that opens, specify the class that corresponds to the document type that the selected Document skill was designed to process and click Save.
You can view the demo documents for a skill if they were uploaded to the skill when it was published. If the skill does not have any demo documents, an appropriate error message will be displayed (this error will not affect the setup of your skill). You can close the Preview window by clicking the skill list in the Actions pane once again.
  • Click the Edit Mapping button at the bottom of the Actions pane. In the dialog box that opens, connect each class to a skill from the skill list that you created. Click Save once you are finished.

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Online Learning

If the Process skill requires a verification stage, you can enable Online Learning for Document skills by selecting the appropriate option in the Preview window. This will automatically use verification results to improve the precision of your skill.

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Skill Parameters

The Extract activity can also contain skill parameters inherited from the Document skill used by the activity. You can see and modify the values of these parameters by clicking the skill settings icon next to the name of the Document skill specified for the Extract activity. For more information, see Skill parameters.