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A Process skill is a directed flow of document and classification activities, along with any additional activities that import and export documents, check rules, and send documents to manual review.
All Document skills used in a Process skill must use the same Technology Core version.
In the following diagram, activities are connected using directional arrows:
Process skill workflow diagram

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Setup

1

Set up a document processing workflow

Either set up a custom workflow manually, or select one of the preset workflows.
2

Configure activity parameters

Set the required parameters for each activity in the workflow.
3

Publish the skill

Publish the skill to make it usable.
The Try option for launching a transaction is not available for Process skills.

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Preset workflows

Preset workflows are available in the Actions pane of the Skill Designer. Vantage offers the following presets.

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Simple Document skill workflow

For processing documents of a single type. Imports documents, extracts fields, and uploads results.

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Multiple Document skills after Classification

For processing various document types in one workflow. Imports documents, classifies them, routes each type to the right Document skill, and uploads results.

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Multiple Document skills after Classification with manual review

Same as above, plus a Manual Review step that verifies only documents that fail specific business rules defined by the workflow designer.

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Modify a workflow

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Add an activity

1

Select the preceding block

Click the block after which you want to add the activity.
2

Pick an activity

In the menu that appears to the right, select an activity.
3

Connect the blocks

Connect the new activity to the existing blocks using directional arrows.
Process skill editor showing the activity menu to the right of a selected block

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Remove an activity

1

Select the block

Click the block to select it.
2

Delete

In the menu that appears, click Delete.
3

Reconnect remaining blocks

Connect the remaining blocks using directional arrows as needed.

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Create a custom workflow

1

Add an activity

Select an activity in the Activities pane and drag it into the Skill Designer window.
2

Configure the block

Click the block and select the required activity from the menu that appears. Click the block again to close the menu.
3

Configure activity settings

After adding all processing steps, click each activity and configure it in the Actions pane on the right.

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Available activities

You can use the following activities in a custom Process skill workflow:
Most activities can access all documents in a transaction at once. Skill-based activities (Classify, Extract, OCR) process each document separately. You can branch the workflow implicitly by mapping Document skills in an Extract activity to classes assigned by a Classify activity. Use For Each Document to apply Custom or Condition activities to one document at a time.