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A Process skill orchestrates how documents move through your workflow — from input through recognition, extraction, review, and export. It combines other skills (OCR, Classification, Document, Document Splitter) and activities into a single end-to-end pipeline. You can use skills from the Skill Catalog and additional activities to set up the flow of documents in your organization.
Document Splitter skills are authored only in Advanced Designer — Skill Designer can reference a published Document Splitter skill (for example, in an Assemble activity), but can’t create or edit one.

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Use cases

The following scenarios require a Process skill:
  • Processing documents of different types in a single workflow
  • Processing documents that require manual result verification
  • Unattended document processing with import and export connectors
  • Routing different document types through different workflows, including exception handling
Vantage ships with preset Process-skill workflows that cover most of these scenarios. You can start from a preset and customize it, or build a workflow from scratch — see Set up a Process skill.

Set up a Process skill

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

OCR skill

Extract text from document images and export results to various formats.

Document skill

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

Classification skill

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

Skill Catalog

Discover, publish, and reuse skills across your tenant.