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Workspace admin/intelie-docs/{orchestrator-type}/{orchestratorId}/export-channels

Binding an export connector to an orchestrator

An export connector delivers nothing until an orchestrator sends it results. You make that link, called a binding, from the orchestrator in IntELIEDocs; nothing in IntELIEKonnect creates one.

What you'll need
  • The IntELIEKonnect app in your top bar.
  • These permissions: IntELIEKonnect · Export - List, IntELIEKonnect · Export - Create, IntELIEKonnect · Export - Update, IntELIEKonnect · Export - Delete.
  • An export connector that is Active and Connected, and an orchestrator you can open. List shows the tab, Create attaches, Update connects and disconnects, Delete removes.

If IntELIEKonnect isn't in your top bar, your role can't view it or your plan doesn't include it. Ask a workspace administrator, or see Permissions and module visibility.

Steps​

  1. Open the orchestrator

    Open IntELIEDocs from the top bar, then the Smart Extract, Smart Classes, Smart Queue or Smart Redact orchestrator whose results you want delivered.

    The top bar of Elie with the module icons. The IntELIEDocs icon is ringed and its tooltip reads IntELIEDocs.
    The top bar of Elie with the module icons. The IntELIEDocs icon is ringed and its tooltip reads IntELIEDocs.
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  2. Open Export Channels

    Select Export Channels in the orchestrator’s left rail. The table lists the connectors already attached, under NAME, TYPE, STATUS and ACTION.

  3. Tick the connector

    Open the dropdown on the right, which reads Export Channels Selected with a count, and tick each connector that should receive the results. You can attach several. Each attaches straight away; there is no Save.

    The Export Channels tab of the Finance Inbox queue, ringed, with its dropdown open: Invoice archive (Azure Blob Storage) and Ledger webhook (Webhook) are ticked, both Active, and both are listed in the table.
    The Export Channels tab of the Finance Inbox queue, ringed, with its dropdown open: Invoice archive (Azure Blob Storage) and Ledger webhook (Webhook) are ticked, both Active, and both are listed in the table.
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  4. Check the row

    The connector appears as a row whose ACTION cell offers Settings, Disconnect and a trash icon. Disconnect means the channel is live.

  5. Prove it

    Send a document through the orchestrator and finish its review, then check the destination. For a batching connector, select Deliver now on it rather than waiting.

What success looks like​

  • The connector is a row with STATUS Active and Disconnect under ACTION.
  • Finished documents arrive at the connector's destination, and IntELIEDocs shows them as Exported, or Queued for Export until a batch goes.
  • The connector's Bindings tab lists the orchestrator under Bound To Channel.

Disconnecting and removing​

Disconnect pauses the channel and the button becomes Connect. The trash icon removes it after Remove Export Channels; unticking it in the dropdown removes it with no question. A document that finishes while no export channel is live reads Completed, with nothing delivered and no error, so check this tab first when exports go quiet.

If something goes wrong​

SymptomLikely causeWhat to do
The connector is missing from the dropdown.It isn't both Active and Connected.See Enabling, disabling and removing.
An accounting export is missing on a Smart Classes orchestrator.It builds bills from extracted fields, which a Smart Class doesn't produce.Bind it to a Smart Extract, Smart Queue or Smart Redact.
A SQL Database or MongoDB export never appears.They write rows, not documents, so they can't be IntELIEDocs channels.Use it from Voice IntELIEgence. See Voice export.
Ticking a connector shows an error.Your role lacks IntELIEKonnect · Export - Create.Ask an administrator.
A row reads Unavailable.The connector was disabled, lost its sign-in or was removed.Fix it in IntELIEKonnect, or remove the channel.

Next​

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