ABBYY Vantage – Assemble Activity Video

Watch our video to learn how to use the ABBYY Vantage – Assemble Activity to intelligently separate multi-page documents into individual documents and/or transactions.

Hello. Today I’d like to show you how we utilize the Assemble Activity within ABBYY Vantage. Now, the Assemble Activity gives us the ability to control and manage how we deal with multiple page transactions or even documents with multiple pages in it, or a document that has multiple documents in it, like what we see on the screen here. So what I have is a sample that shows six pages, but every page here is actually an independent document. So these are just some sample direct deposit forms. And you can see here every single page, even though there’s a couple different types, is its own independent document.

So what we’re gonna do is use the Assemble Activity to break apart this document the way that we expect it to be broken so that instead of six pages, I actually have six different transactions.

All right. So what you’ll see here is we of course have a process skill. And in our process skill we have our standard activities like input and outputs. For today’s demo, we’re gonna drop that sample into an FTP folder. So it’s pretty simple. We will then call the Assemble Activity. Within the Assemble Activity, we have settings here. Specifically in today’s, we’re gonna use classifications. So we want the software to look page by page and determine what the documents’ is, and we’re gonna tell the software, Hey, if you find one of these given direct deposit forms or document types, we want you to consider that the first page until you find another one.

So the reason why that’s important is because some documents aren’t always as simple as having single pages for every single document. So we wanna tell the software when to split the document by using this first page checkbox. So once a software does that, we’re gonna go ahead and classify the document, and then based on that classification, we will extract from the given document type. So of course we have our action pane here that determines the classification skill that we’re pointing to. And then here I have actually extraction for two different documents. If you remember in my sample, I actually have one called ACME and one called Custom Kitchens of Bayshore. So that’s what you see here is the extraction skills that we’ve set up here for each of those given direct deposit forms. And then of course, we will export that to the FTP folder.

But the critical steps are right here in the middle. Assembling the document. Now that we have it assembled, we wanna classify of course, and then extract that information from the given document type. So let’s go ahead and run a sample. What I’m gonna do is bring up our FTP client. I’m gonna navigate to our input folder, and I’m going to drag that sample that you saw into the input folder. Now, what the software’s gonna do, of course, is monitor the input folder here, and when it’s ready and it’s come to its next polling cycle, it will grab that document.

All right, You can see the software now has pulled that document. It is now an actual transaction. If we wanted to, behind the scenes, we would see that transaction in our skills monitor. But what we’re gonna do next is we’re gonna just monitor our output. And what we would expect in this output is for the software to find each of those individual files. And we’re gonna have it export a PDF and a JSON of that file extraction that we have for each of those given document types.

All right, so here is our transaction. If I go into our transaction, you’ll see I have the PDF of each of those and a correlating JSON. So the software did me two favors. It split up the document, and then based on the document type, it extracted the given fields for us here. So this is a perfect way and a perfect example of how we utilize the assemble methodology here on a process skill. I hope you enjoyed this video.

[Music- “‘Engineered to Perfection’ performed by Peter Nickalls, used under license from Shutterstock”.]

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Our Team at User Friendly Consulting, Inc. strives to provide you with high quality products, solutions, and customer support. This means we not only have the honor of assisting you with solving software issues, but we are able to do so in a creative manner. Our Team has created various skills and connectors for ABBYY Vantage users to adopt with their document data extraction practices. Learn more about ABBYY Vantage, visit the ABBYY Vantage Marketplace, and/or discover more about our innovative skills.

ABBYY Vantage Video – Connector for Citrix ShareFile®

Watch our video to discover how you can use our ABBYY Vantage Connector for Citrix ShareFile® to extract data from a document and then store it in Citrix ShareFile.

Hello. Today. I’d like to share with you our ABBYY Vantage Connector for Citrix ShareFile®. The goal of today’s demo is to walk a couple documents through the process skill that you see on the screen. A document will come in through a shared folder. The software will extract the critical information from the document. It will then store that document in Citrix ShareFile. The goal is to have that as a resting point for the document. A historical reference is what we typically call it so that we can access that document forever, potentially depending on the retention policies of our organization.

So this is the basic flow that you’re gonna see. Once I refresh our [Citrix] ShareFile window here, we will then see the documents that we populate from our hot folders.

So let’s go ahead and drag some documents into the system. So what we’re gonna do is just, we have a few direct deposit samples going into our shared folder. ABBYY Vantage will then grab these documents up and will go through that process that you just saw outlined on the screen.

Okay. ABBYY Vantage has now picked up those documents. They are now processing through this flow that you see on the screen. When we refresh our [Citrix] ShareFile screen, we will now see those three samples that we uploaded stored here in Citrix ShareFile for historical reference of those documents.

All right, now that we refresh our Citrix ShareFile screen. You’ll see here that I have those samples stored in Citrix ShareFile. I can click those PDFs. I can access those documents and have them just for a historical reference and uses within our organization and our [Citrix] ShareFile system.

So this is a really great example of taking ABBYY Vantage. Being able to have these documents recognized, extract the information, and then store that information in a repository so we just have future access to those documents. Hope you enjoyed this video.

Music- “‘Engineered to Perfection’ performed by Peter Nickalls, used under license from Shutterstock”.

“Citrix ShareFile®” and other marks appearing herein are trademarks of Citrix Systems, Inc., and/or one or more of its subsidiaries, and may be registered in the United States Patent and Trademark Office and in other countries.

The statements made and opinions expressed herein belong exclusively to USER FRIENDLY CONSULTING, INC. and are not shared by or represent the viewpoint of Citrix Systems, Inc. (“Citrix”). This presentation does not constitute an endorsement of any product, service, or point of view. Citrix makes no representations, warranties, or assurances of any kind, express or implied, as to the completeness, accuracy, reliability, suitability, availability, or currency of the content contained in this presentation or any material related to this presentation. In no event shall Citrix, its agents, officers, employees, licensees, or affiliates be liable for any damages whatsoever (including, without limitation, damages for loss of profits, business information, loss of information) arising out of the information or statements contained in the presentation. Any reliance you place on such content is strictly at your own risk.

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Screen capture for Vantage connector to Google Sheets

ABBYY Vantage Video – Connector for Google Sheets™

Watch our video to learn how to extract and send data to Google Sheets™ with our ABBYY Vantage – Connector for Google Sheets™.

Hello. Today I’d like to give you a short preview of our ABBYY Vantage – Connector for Google Sheets™. The goal is to be able to classify and extract critical metadata from documents and pass that information into a Google Sheets document, where we can perform either some downstream automation or keep that information in an easy and referenceable historical spot, such as Google Sheets.

So the workflow, a typical workflow would look something as basic as this. We bring a document in today. We’ll use a shared folder that will press documents in. The software will then classify and extract from the document. We can decide if we need a human in the loop, this is an optional stage. Then we will pass that information to Google Sheets.

Now, today I’m using Explanation of Benefits documents. These are pretty common documents. There’s some header information that typically talks about patient and provider. Then there’s repeating information in this case that talk about different procedures that happen. So this is just an example document that we’re using for today’s demo.

What I’m going to do is pass this information in through a shared folder. I actually have some samples here that I’ll pass along. The software will then eventually pick these up and we’ll start processing them. When the software’s done, we will then see our Google Sheets document populated with this information.

All right, ABBYY Vantage has now picked up those documents and they are working themselves through this workflow. The software will extract the data. We’ll determine if a human review is required. In this case, that will not be required. We will pass them directly to Google Sheets for today’s demo. And as you can see, once I refresh this here, the software now is populating the proper fields that we’re expecting to see here.

This is a very, very simple use case. A very good one, frankly, for ABBYY Vantage. Gives us the ability to pass that information quickly to an easy consumable format, such as Google Sheets, where we can then perform analysis and do a very quick onboarding of these documents as well. So hope you enjoyed this video, please let us know if you have any questions.

Music- “‘Engineered to Perfection’ performed by Peter Nickalls, used under license from Shutterstock”.

“Google Sheets” is a trademark of Google LLC. Use of this trademark is subject to Google Permissions.

ABBYY Vantage Video – Connector for Box®

Watch our video to discover how to use our ABBYY Vantage – Connector for Box® to extract and store data in Box®.

Hello. Today I’d like to share with you our Connector for Box® sometimes referred to as Box.com. The goal of this connector is to take a document and perhaps it’s extracted metadata and pass that over to Box. Really just giving us the versatile means of storing this document for future purposes.

So in front of us, what we have is a very simple workflow. You can see, I have an input stream, which today is gonna be an FTP file share. So we’re just gonna drop a document into that file share. The software will extract the metadata from it. And then we will post that document to Box where it will live for historical purposes.

So it’s a pretty simple flow. You can see here is my Box.com site. I have no documents here in my UFC testing folder. So let’s go ahead and kick off this process. All I’m gonna do is simply move a document into our shared folder. Eventually ABBYY Vantage will pick this up and start processing it through that workflow that you just saw.

All right. That file is now picked up. It is processing through Vantage. And when Vantage is complete here, we will refresh our Box account and we will see that file added to our UFC testing folder.

Okay, so there, you can see it. We now have our invoice. In this case, this was an invoice document. We now have that invoice here in our Box account so that we can store it and review it and open it for historical purposes. We will always have access to it here within our Box account.

So that’s all I wanted to show you today is this connector. Making it a very simple way for us to keep our files. Making it very simple, to process them and extract the critical data and making sure that we have a historical reference of that document. So hope you enjoyed this video.

Music- “‘Engineered to Perfection’ performed by Peter Nickalls, used under license from Shutterstock”.]

“Box” is a registered trademark of Box, Inc. and/or its affiliates.

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abbyy vantage convert to excel video cover

ABBYY Vantage Video – Converter Skill for Microsoft® Excel®

Watch our video to learn how to use our ABBYY Vantage Connector to save extracted metadata in an easily consumable XLSX format.

Hello. Today I’d like to share with you our Microsoft® Excel® Converter Skill. The goal of this skill is to take the metadata that’s provided from ABBYY Vantage and convert it to Excel. And in today’s demo, actually what happens is when we convert it to Excel, we also email it to ourselves so that we have access to that extracted Excel data that we’ve set up in our process skill here.

So this is a very typical process skill. We have an input channel. We have an extract step because it’s only a singular document here that we’re extracting from. We’re gonna export to Excel, which is the purpose of this video. And then of course we’ll typically have an output stage. Just for reference the Excel export can be part of the output stage if we want to. So depending on the business process or the client’s need, we may have the ability to just consider the Excel step as the output step, instead of having it kind of separated as a custom activity here.

But what I’m gonna do is I’m just gonna go ahead and drop an invoice into a import folder. And we’re gonna watch ABBYY Vantage monitor this folder and pick it up.

Now that ABBYY Vantage has picked up that document. It is now gonna start flowing through. So ABBYY Vantage is going to extract the data from that invoice. It’s going to export it to Excel. And then that’s of course the final stage of it.

Now, what ends up happening is we will get an email that is sent to us here as part of our Excel export. So we can see here that I now have a PDF with all of the extracted data from my document. Now, within the invoice documents, we have a number of different groups of fields. Sometimes we even have repeating information like line items. So anytime we have a group or we have line items or a repeating group of information, you will see here that we create a separate tab. So for example, we have an invoice tab, which is our typical invoice header information. You can see that here. This would be your typical invoice details. Then we have some vendor information. Then of course taxes. We may have a purchase order. And then when we get line items, of course we’ll expect multiple line items on an invoice and you can see here, they’re extracted to their own tab. And then of course we have business unit, which is just a separate group.

So you can see here, this is everything specific about the invoice, whether it’s the header information, vendor, line items, et cetera, all of that is provided in one very simple and clean Excel export. So that’s all I wanted to share with you today is our Excel export option here within ABBYY Vantage. I hope you enjoyed this video. Thank you so much.

Music- “‘Engineered to Perfection’ performed by Peter Nickalls, used under license from Shutterstock”.

“Microsoft” and “Excel” are trademarks of the Microsoft group of companies.

ABBYY Vantage Video – Setting Up a Condition (IF) Activity

Watch our video to discover how to implement an if-then type of logic of a Condition (IF) Activity in ABBYY Vantage.

Hello. Today I’d like to show you how we can set up a Condition Activity within our Vantage Process Skill. A Condition Activity is really the idea of implementing if-then type of logic. So if certain conditions happen, we may want to do something different than another condition. So you can see here. What I have in front of us is a typical setup. So we’re gonna input a document. We’re gonna extract some information from it, and then we’re gonna have some conditional logic that based on a certain field value within our document, after the extraction has happened, we may wanna route it to a human in the loop for review, but otherwise we’ll go ahead and just automate the output.

What we’re gonna do is we’re just gonna add those two things here. So we’re gonna add a review step, and then we’re gonna add an output step. Okay. So let me just give you an idea and some hints on setting this up. The first thing you do is go ahead and put your pads in place. So I always like to just map my output step, because I know that’s where I’m gonna go for sure. And then I’m gonna also map my review step, and then I’m also just gonna go ahead and finish the loop there that way after an item is reviewed, we would then output it. Okay.

Now, if you’ll notice here, when I click my “IF” activity, I have some actions here in the action pane that says, if certain conditions occur, then go this route. Otherwise go to the output. So now we can get very specific in the logic to route documents to this review step.

I’m gonna actually share one with you. This is a pretty standard example where we will look at the document. And in this case, the first document and transaction will find us a specific field. And as long as that field is not empty and has an actual text value in there, will return “true”, which really just means we’re gonna take this route of the condition activity. Otherwise, “false” obviously means we’re not going to take this route in this condition activity.

So this is a pretty standard script. You’ll notice here then that kind of rounds out our condition skill. So bring a document in. Extract the data. If a certain value exists, we’ll route it to a human review. Otherwise we will go to the output queue.

So actually let’s run a test. What I’ll do is I’ll publish this for us. Now that I’ve published this for us, I’m gonna go ahead and just drop some items into a queue so that the software will pick it up. So I dropped two items. One matches the condition criteria, and one does not. I’m gonna go to my skill monitor, make sure I go directly to that skill. And if I just look here. I’ll do it here. Within the last one hour. We’re gonna have some items get picked up from our input source in just a second. And then the software will start its transaction. All right, so the software just picked them up. We can see here that we have two in progress. Once again, one of them matches our manual review and one does not. So the software right now is extracting the detail from these documents. And then based on our logic, we’ll see how the software routes that document.

Now that we’re wrapped up here, you can see this first one, which matches our document is in manual review and the other one is completed. If we wanted to see this document, that’s over here in manual review, I can simply click my manual review tab here and we will open that document. If you remember from the script, we actually were looking at the employee ID field and if it contained this value, we wanted to route it to human review. So that’s an example of how we set up a Condition Activity for if-then type of logic. I hope you enjoyed this video.

Music- “‘Engineered to Perfection’ performed by Peter Nickalls, used under license from Shutterstock”.

ABBYY Vantage Video – Connector for Amazon S3™

Watch a video to learn how to create an ABBYY Vantage Process Skill that will allow you to send a document and its metadata to an Amazon S3™ Bucket.

Hello. Today I’d like to share with you how we can set up an ABBYY Vantage Process Skill to pass a document and it’s related metadata to an S3 Bucket. Now, what you see in front of us is a very typical workflow. A document will come in. In this case through an email. We will classify the document to learn the document type. We will extract critical metadata from the document. We will then pass that over to an S3 Bucket. And it’s pretty simple.

So what I’ll show you here is that I have an email box. We’ll monitor that and then we will pass that over to our S3 Bucket. So I’m just gonna, go ahead and place a proper email in the proper location. Now that I have an email in this proper location, you’ll notice that when Vantage uses its next pull to grab the email and its contents, this email will disappear, and the document will get processed and we will move that document over to our S3 Bucket.

You can see in front of us here, that email is now gone. So ABBYY Vantage is now classifying the document. It will extract its metadata. And then when we refresh our S3 Bucket, we will see a document in here where that document can then be used for historical record and then we will have a copy of that in our organizations for historical reference.

Now, with one simple refresh, we can see here within our Amazon S3 Bucket, I have the document that was picked up from an email box, processed through ABBYY Vantage and now exists in this bucket.

So I hope you enjoyed this video. If you have any questions on the process or this connector, please reach out to us. Thank you so much.

Music- “‘Engineered to Perfection’ performed by Peter Nickalls, used under license from Shutterstock”.

“Amazon Web Services”, “Amazon Simple Storage Service (Amazon S3)”, “Amazon S3”, and the “Amazon S3” logo, are trademarks of Amazon.com, Inc. or its affiliates in the United States and/or other countries. The primary URL for Amazon Simple Storage Service (Amazon S3) is https://aws.amazon.com/s3/?nc=sn&loc=0.

ABBYY Vantage Video – Convert to CSV Connector

Watch a video to learn how to use our ABBYY Vantage Connector to extract data from an emailed document and convert the document data to a CSV format.

Hello. Today I’d like to share with you our Convert to CSV Connector for ABBYY Vantage. Now, this is a fairly simple concept that you’ll see in front of us here. I have a process skill. The process skill will monitor an email box. We’ll then classify the incoming document. Extract the metadata from the document. We will then convert the metadata that we’ve extracted to a CSV format, which in today’s demo will then just get emailed back to us and so that we can have that as something we can consume downstream. And then that’s considered the last stage of the document here.

Now, what we do with the CSV is really up to your organization. Our goal is to convert the document to CSV. You can do anything you want with it. Today’s demo, I’m gonna show it getting emailed. In real life we may pass that to another system or another downstream step. So a lot of flexibility in the way that we use this step, but for today’s demo, I just wanted to share with you that we can convert the metadata that we’ve extracted off of this document to CSV format.

So what I’m gonna do is I’m gonna go ahead and create an email that the software will then monitor the email box, it will pick it up, convert the document to CSV, and then provide us an email of that CSV.

All right. So I have an email that is ready to be pulled within our CSV folder. So ABBYY Vantage will pull this document when it’s ready. It will automatically process the document. And then we will use our CSV connector to pass that over through CSV format, to an email.

All right, we can see there that ABBYY Vantage has picked up the document that we sent into that email folder. It is now in processing. Once again, I’ll remind you, it will go through this step where it pulled it from the document that we just saw. It will then classify, extract, convert it to CSV, and then provide us an output. Now the output, I actually just received the email. You can see here, it’s simply an email with a CSV. All of this is configurable. If you did wanna receive the document through email, we could obviously customize the subject, the to, the body, et cetera. But the more important part here is that we now have the extracted data off of the document in CSV format. So we can consume this downstream by a downstream step. So it’s a very simple process, but one that’s very critical to processing a document and its extracted metadata.

So I hope you enjoyed this video. If you have any questions on the connector, please reach out to us. We would love to chat with you about different ways that you can use our Convert to CSV Connector for ABBYY Vantage.

Music- “‘Engineered to Perfection’ performed by Peter Nickalls, used under license from Shutterstock”.

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