Skip to main content
Workspace admin

What an orchestrator is

An orchestrator is a saved configuration: it decides what happens to every document sent to it. You create one, attach the connectors that feed it, and its documents collect on its own Documents tab.

There are four kinds. They share the same tabs and the same lifecycle, so the pages below are written once and apply to all four — then one page each covers what is genuinely different.

Find your way

If you want toGo to
Find, create or configure oneOrchestrator basics
Control who can see itVisibility scope
Feed it, and deliver its resultsImport and export channels
Extract named fieldsSmart Extract
Sort documents into classesSmart Classes
Queue documents for peopleSmart Queue
Hide sensitive contentSmart Redact
Steps verified on . Something wrong with this page?