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01 • Grooper 2025 → Grooper Basics • 2025

Grooper Basics - AI Accelerator • 2025 (2025.01.12)


Description
Go through an introductory course to learn the basics of AI functionality of Grooper.
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
  • Starting a New Project
  • Adding a New Project
  • Adding a Batch Process
  • Adding Batch Process Steps
  • Phase 1: Acquire
  • Bringing in the Documents
  • Folder Levels
  • Phase 2: Condition
  • Split Pages
  • Connecting to the LLM
  • Adding a Recognize Step
  • Traditional OCR Setup
  • Traditional OCR Example
  • Azure OCR
  • Phase 3: Organize
  • Adding a Content Model
  • Adding a Document Type
  • Classification Set Up
  • Adding the Classify Step
  • AI Search (Pre-Extraction)
  • Enabling AI Search
  • Creating the Search Index
  • Using AI Search
  • Phase 4: Collect
  • The Data Model and Data Elements
  • AI Extract
  • Add an Extract Batch Process Step
  • AI Search (Post-Extraction)
  • Re-Indexing Documents for AI Search
  • AI Search With Extraction
  • Running Through the Batch Process
  • The CMIS Connection
  • Publishing the Batch Process
  • Submitting an Import Job
  • BONUS
  • Troubleshooting AI Search
Completion rules
  • All units must be completed
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