Streamlining Your Workflow: A Guide to Setting Up Vantage in M-Files

One of the major advantages of utilizing the Vantage integration is the convenience of a one-time setup process. Once you have installed the vault app and configured it to suit your specific requirements, all that's left to do is set up the configuration in M-Files Admin. This streamlined approach eliminates the need for constant tweaking and adjustments, allowing you to focus on more important tasks with ease.

Prerequisites

1. An ABBYY Vantage account with credentials and a configured process skill
2. Installation of the Vantage Vault app
   
3. Existing document classes and properties in M-Files
   
4. Existing workflow in M-Files set up for Vantage integration

Setting up the Configuration

1. Set up the skill configuration
   1. Can have multiple skill configurations if needed
   2. Each skill configuration is associated with an M-Files document class
      
2. Add the Vantage mappings
   1. Each Vantage mapping contains a mapping to the property in Vantage and an M-Files property to store the value in
   2. A Vantage mapping can be a sub object
      1. A sub object allows you to create/relate objects extracted from Vantage into the acted on document object in M-Files

Running through a Test

1. Create a document with a class that matches the skill configuration that was just created
2. A transaction ID should have been created
3. Click on Poll Transactions on the left or wait 10 minutes
4. If Vantage deemed that the document required review, a review link will be populated on the document object. Otherwise, the document object will transition to the Complete state
5. After reviewing if needed, the data from Vantage should be extracted and should be stored on the document object in M-Files

Setting up Vantage may seem daunting at first, but rest assured, it's a straightforward process that you only have to do once. The beauty of this integration is that once you have everything configured to your liking, you can simply set it and forget it. This hands-off approach allows you to focus on more pressing tasks without the constant need for adjustments.

If you're looking for a more comprehensive guide on how to maximize the benefits of Vantage integration, click here for detailed instructions and tips. With Vantage seamlessly integrated into your workflow, you'll be able to streamline your document management processes and boost productivity like never before. So why wait? Dive into the world of Vantage integration and revolutionize the way you handle your documents today.