Ways to add content to Intelligent Workflows

You can add content to Intelligent Workflows via different methods:

• The Add Content page
• Document Viewers
• Importer

Add Content Page

The most common way to add a new file to Intelligent Workflows is via the Add Content page. The Add Content page allows you to create a new file in any project that you have proper rights to create new files in. The content can be added to a new file or an existing file, based on the values provided in the index fields. See Add Content page.

Document Viewers

Documents can easily be added to files by uploading or scanning directly from one of the Document Viewers. See Document Viewers for more information.

Importer

Importer is an Intelligent Workflows product that monitors network locations and imports the documents in to Intelligent Workflows. Users can run Importer as a service and perform OCR on the documents while uploading the documents. Importer can import an XML dataset, parse the files, and import the data to Intelligent Workflows. Importer is also useful while migrating from an existing document management system to Intelligent Workflows.