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This guide walks you through processing your first document in the Vantage web interface: upload a document, let Vantage detect the right skill, review the extracted data, and export results. What you’ll accomplish: Upload a document in the Vantage web UI, review extracted fields, and export results. Time to complete: ~10 minutes

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Prerequisites

  • A Vantage account with access to the web interface
  • A sample document to process (invoice, receipt, purchase order, or any supported type)
Don’t have access yet? Contact ABBYY to request a tenant, or ask your admin to create a user account.

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Step 1: Open the Documents page

Sign in to Vantage and navigate to the Documents page. This is your main workspace for uploading and processing documents.

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Step 2: Upload a document

Upload your document using either method:
  • Click Upload documents and select a file
  • Drag and drop a file onto the browser window
Each file should contain only one document. If you have a multi-page document, combine all pages into a single file (e.g., a multi-page PDF). Password-protected PDFs are not supported.

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Step 3: Automatic skill detection

Once uploaded, Vantage automatically:
  1. Detects the document type (invoice, receipt, purchase order, etc.)
  2. Selects the most suitable skill from the Skill Catalog
  3. Applies the skill and begins extraction
You’ll see the applied skill name appear next to your document in the list, along with the number of fields detected.

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Select a different skill

If Vantage doesn’t recognize your document type or selects the wrong skill, choose one yourself.
1

Open the skill list

Click the button to the right of the document, and then select Select Skill.
2

Apply a different skill

Browse the skill list, select the skill that matches your document, and then click Select.

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Step 4: Review extracted data

Once processing is complete, open the results:
  1. Click the link next to your document to open the Manual Review window
  2. Review the extracted fields, which show the values Vantage found in the document
  3. Verify the data and correct any fields if needed
The Manual Review window shows the document image alongside extracted fields, so you can cross-reference values against the original. The Manual Review window showing extracted fields alongside the document

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Step 5: Export results

After reviewing, your extracted data is ready for export. Depending on your workflow configuration, results can be:
  • Downloaded as JSON or XML
  • Sent to a connected system via a process skill
  • Accessed via the API for integration with your applications
The exported JSON contains the same structure as the API output. Each field has a Value, a Confidence score, and verification flags. See Understanding your results for a full walkthrough of what each property means.

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Explore the Skill Catalog

Before processing documents at scale, browse the Skill Catalog to see all available pre-trained skills:
  1. Navigate to Skill Catalog in the sidebar
  2. Use the search bar to find skills by name
  3. Click the preview icon next to a skill to see its description and sample documents
  4. Click Try Skill to test a skill with your own documents in a new tab
Skill Catalog showing a skill preview with demo document and Try Skill button
You can test multiple skills simultaneously. Each Try Skill opens in a separate browser tab, so you can compare results side by side.

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Next steps

Understanding your results

Learn how to read extracted fields, confidence scores, and table data.

Skill Catalog

Browse all pre-trained skills and learn how to find the right one for your documents.

Create a custom skill

Build your own skill for document types not covered by pre-trained models.

Process via API

Integrate Vantage into your applications with the REST API.