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Documentation Index

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Use the Extract activity to extract data from documents using a Document skill. To extract from multiple document types in one workflow, place a Classify activity before the Extract activity and map each class to a Document skill in the Actions pane.

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Set up Document skills

Specify the Document skills that extract document fields:
1

Add skills

In the Actions pane, click Add Skill and select the skills you need from the Skill Catalog.
2

(Optional) Create a new Document skill

If you can’t find a suitable skill in the Skill Catalog, click Create New Skill at the bottom of the Actions pane. In the form that appears, enter a name, a short description, and a list of required skills, then click Done. Train the new skill and publish it to the Skill Catalog.
Only published skills appear in the list of available Document skills.
To view demo documents for a skill, click the icon to the left of the skill’s name. If the skill has no demo documents, an error message appears — this does not affect your setup.

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Map Document skills to classes

Map each Document skill to the matching class from the preceding Classification skill. Use one of two methods:
  • Per-skill mapping — In the Actions pane, click the properties icon next to the Document skill name. In the dialog, select the class that corresponds to the document type the skill processes, then click Save.
  • Bulk mapping — Click Edit Mapping at the bottom of the Actions pane. In the dialog, connect each class to a skill from your list, then click Save.

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Online learning

If the Process skill includes a verification stage, enable Online learning for Document skills from the Preview window. Online learning uses verification results to continuously improve each skill’s precision. See Online learning for details.

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Skill parameters

The Extract activity inherits skill parameters from the Document skill it uses. View or modify these values by clicking the skill-settings icon next to the Document skill name. See Skill parameters for details.

Classify activity

Identify document types and route each document to the correct downstream process.

Document skill

Extract field values from structured and semi-structured documents of a single type.

Set up a Process skill

Build a Process skill from a preset workflow or from scratch and configure each activity.

Skill parameters

Configure and manage skill parameters to adjust skill behavior without retraining.

Online learning

Continuously improve a published skill by retraining on new production documents.

Publish a skill

Assign a version number to a skill and make it available in the Skill Catalog.