How IntelieDocs works
IntelieDocs has three moving parts: an orchestrator that holds the configuration, the documents you send into it, and the review step where a person confirms what was read.
The orchestrator
The orchestrator is the unit you configure and the place your documents live. Everything else hangs off it — which connectors feed it, who can see it, where the results go. There is nowhere to put a document until one exists.
There are four kinds. Choose the one that matches the outcome you want.
| Orchestrator | What it does |
|---|---|
| Smart Extract | Reads named fields out of a document — you define each field, its type and how to recognise it. |
| Smart Classes | Works out which type a document is, from the classes you describe. |
| Smart Queue | Does both: classifies each document, then runs the Smart Extract you mapped to that class. |
| Smart Redact | Finds sensitive content and burns a box over it, keeping the unredacted original behind separate access. A reviewer can add a box detection missed. |
Getting documents in
Three routes lead to the same place. You add files by hand with Upload Document; an IntelieKonnect import connector attached on the orchestrator's Import Channels tab brings them in on a schedule; or a voice conversation registers one. However it arrived, the document lands in that orchestrator's document list, and the Uploaded By column shows its origin.
What processing produces
Processing begins on arrival and runs unattended, so a new document opens at Processing. Depending on the orchestrator it produces extracted field values, a class, or a redacted copy — and a status you can read at a glance. A locked PDF stops at Password Required and waits for you; a failure ends at Exception, which names the stage that failed.
Where review fits
Where you asked for review, a document stops at Waiting for Review rather than finishing on its own. A reviewer checks the values, corrects anything wrong and selects Mark as Reviewed. After that the document reaches Completed, and delivery to any Export Channels you attached takes over — immediately, or at that connector's next run.
Next
- What an orchestrator is — the four kinds, and what they all share.
- Document statuses — what each badge means and what to do about it.
- Orchestrator basics — create your first one.