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01 • Grooper 2025 → Grooper Basics • 2025

Grooper Basics - Overview • 2025 (2025.01.11)


Description
This course will give a very brief and basic overview of what Grooper can do. In this course we will learn about and explore the 5 Phases of Grooper and apply them when creating a simple Project.
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 End Goal
  • Project Overview
  • Starting a New Project
  • Adding a New Project
  • Adding a Batch Process
  • Adding Batch Process Steps
  • Phase 1: Acquire
  • Bringing in Documents
  • Folder Levels
  • Phase 2: Condition
  • Split Pages
  • Recognize
  • Phase 3: Organize
  • Adding a Content Model
  • Adding a Document Type
  • Classification Set Up
  • Adding the Classify Step
  • Phase 4: Collect
  • The Data Model and Data Field
  • Value Extractor: List Match
  • Value Extractor: Pattern Match
  • Add an Extract Batch Process Step
  • Phase 5: Deliver
  • The Export Behavior
  • The Export Step
  • Running the Batch Process
  • The CMIS Connection
  • Publishing the Batch Process
  • Submitting an Import Job
  • Bonus Content
  • Bonus: Running an Ad Hoc Job
Completion rules
  • All units must be completed
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