02 • Grooper 2024 → Grooper Basics • 2024

Grooper Basics - Acquire (A2024.02.13)


Description
This course will take a deeper look at the first phase of Grooper: Acquire. There are three main ways to "acquire" or bring documents into Grooper: User Directed Import, Scheduled Import, and Scanning. We will go through how to perform all three of these methods of bringing documents into Grooper. As a bonus, we will also show how to bring documents into Grooper from an email rather than through an NTFS connection.
Content
  • Introduction
  • Files to Download
  • Introduction To The Acquire Phase
  • Installing Services
  • User-Directed Imports
  • Adding a CMIS Connection
  • The Drag And Drop Method
  • Submitting An Import Job
  • Scheduled Imports
  • Scheduled Imports Setup
  • Polling Loops (Part 1)
  • Polling Loops (Part 2)
  • Specific Times Import
  • Importing emails
  • The Exchange CMIS Connection
  • Using Queries To Search Email (Part 1)
  • Using Queries To Search Email (Part 2)
  • Scheduled Import For Emails (Part 1)
  • Scheduled Imports For Email (Part 2)
  • Scanning
  • Installing Grooper Desktop
  • Adding The Scan Review Step
  • The Scan Viewer
Completion rules
  • All units must be completed