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 in its own document list, which you open with Manage Documents in the orchestrator's header.
There are four kinds. All of them have the same lifecycle and the same tabs: Overview, Visibility Scope, Import Channels and Export Channels, with Views added on a Smart Extract and Pipeline and Original Access on a Smart Queue. The shared pages below apply to all four, and each kind then has one page of its own for what differs.
Find your way
| If you want to | Go to |
|---|---|
| Find, create or configure one | Orchestrator basics |
| Control who can see it | Visibility scope |
| Feed it, and deliver its results | Import and export channels |
| Extract named fields | Smart Extract |
| Sort documents into classes | Smart Classes |
| Sort documents, then extract, redact or both | Smart Queue |
| See what happened to its documents | Dashboard |
| Hide sensitive content | Smart Redact |
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