01 • Grooper 2024 → Grooper Basics • 2024

Grooper Basics - Overview (2024.02.11)


Description
This Course will take you through a basic Overview of Grooper 2024 using the classic approach to Grooper (Not using the AI Functionality new in Grooper 2024). You will construct a Project from start to finish going through all five phases of Grooper.

In this course we will take you through a simple document migration scenario, importing documents from one source, doing some light processing on them, collecting a small amount of data, and exporting them from Grooper to another source.

This simplified scenario will introduce you to the Grooper Design user interface and the core Grooper object types. Later courses build on the information learned here for more advanced document processing scenarios.
Content
  • Introduction
  • Files to Download
  • The Five Phases of Grooper
  • Navigating the UI
  • The Home Page
  • The Design Page
  • The Batches Folder
  • The Projects Folder
  • The Context Toolbar
  • The End Goal
  • Project Overview
  • Phase One: Acquire
  • Bringing In Documents
  • Folder Levels
  • Phase Two: Condition
  • Split Pages
  • Recognize
  • Phase Three: Organize
  • Classification
  • Phase Four: Collect
  • Intro to Extraction
  • List Match
  • Pattern Match
  • The Extract Step
  • Phase Five: Deliver
  • The Export Behavior
  • The Export Step
  • Running the Batch Process
  • The CMIS Connection
  • Publishing The Batch Process
  • Submitting An Import Job
  • Running Through The Batch Process
  • BONUS
  • Bonus Video: Ad Hoc Jobs
Completion rules
  • All units must be completed