IntELIEKonnect

IntELIEKonnect moves documents in and out of Elie. A connector is a saved link to one outside system: a shared mailbox, an SFTP server, a OneDrive folder, a database or an accounting package. An import connector brings documents in and an export connector sends results out. A connector is one or the other for its whole life, and it does nothing until something in Elie is bound to it, such as an IntELIEDocs orchestrator.

To open IntELIEKonnect, select its icon in the top bar, the purple sliders. It opens on the Overview Dashboard. The rail on the left also holds Import Connectors, Export Connectors and Connectors & Bind; you see only the lists your role can open.

Four things before anything moves

A connector has to be connected (its sign-in tested), scheduled if it imports, switched on with Enable, and bound to a module that uses it. Miss one and nothing happens, with no error. Each has its own badge or tab, so you can see which one is missing.

Getting started

• Create an import connector

  Name it, pick the system it reads from and walk through the setup wizard.

• Connect and test it

  Enter the sign-in details and prove they work with Test or Authenticate.

• Bind it to an orchestrator

  Give the documents somewhere to go once the connector is enabled.

You can also start a connector from anywhere: the header's Create menu lists Import Connector and Export Connector under INTELIEKONNECT, if your role can create them.

Find your way

• Overview Dashboard

  What each count means and what the recent activity table shows.

• How connectors work

  Directions, the two statuses, schedules and bindings, and how they fit together.

• Connector statuses

  Every status badge, what it is waiting on and what to do next.

• Export connectors

  Send results to a folder, a database, a webhook or your accounting system.

• Connectors & Bind

  See which module each connector feeds, and remove a binding.

• Troubleshooting

  Start from the symptom you are seeing and find the fix.