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DirectConnect couldn't be simpler to use, but there are some tips and tricks that can be leveraged to optimize the end user experience:


Info
titleHelpful Tips for DirectConnect
  1. Setup searches to identify documents waiting indexing in GlobalSearch.  If the Archive has an Entered By System Field, it will automatically be populated with the name "DirectConnect Import".

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  1.   Setup a search with a Static Search Prompt

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  1.  to automatically identify documents saved by DirectConnect.  You can extended that search to only include results

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  1. where key index criteria is empty

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  1.  to narrow results even further.

  2. In GlobalSearch, setup email notifications on an Archive

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  1.  to alert others there is work to perform.  If you are licensed for GlobalAction, notifications and alerts can be very dynamic and include escalation rules to ensure all documents are processed in a timely manner.