Workspace admin
IntelieDocs
IntelieDocs reads your documents and turns them into data you can use. You point it at an orchestrator — a saved configuration that decides what to do with each document — and it extracts fields, sorts documents into classes, queues them for a person to check, or redacts what should not be seen.
Documents arrive by hand or through an IntelieKonnect connector, get processed, and wait for review if you asked for review.
:::info Create an orchestrator first There is nowhere to put a document until an orchestrator exists — a document is always uploaded or imported into one. So the order below is the order to work in: build the orchestrator, then bring documents in, then review what came out. :::
Getting started
- Create an orchestrator — decide what should happen to your documents.
- Upload or import documents into it.
- Review and approve whatever needs a person's judgement.
Find your way
| If you want to | Go to |
|---|---|
| Understand the pieces first | How IntelieDocs works |
| Know what a status means | Document statuses |
| Set up processing | Orchestrators |
| Get a document in | Uploading documents |
| Keep related documents together | Grouping documents |
| Check and correct what was read | Review and approve |
| Fix something | Troubleshooting |
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