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 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 |
| Queue documents for people | Smart Queue |
| Hide sensitive content | Smart Redact |
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