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  • Batch Portal – Use Batch Portals to organize and secure Batches of documents in GlobalCapture or GlobalAction.
  • AnalyticsPortal – Use Analytics Portals in GlobalAction to organize and secure Workflow metrics in GlobalAnalytics.
  • Square9 API Portal – If GlobalCapture is installed with GlobalSearch, a default S9API is created and with it the Square9 API Portal. If you have multiple instances of GlobalCapture, create multiple Square9 API Portals. You can configure Import and Release Nodes in Workflows to work with these different Portals. Users who are assigned to a Portal should carry full access rights to GlobalSearch or it will limit the functionality of this Portal.

Tip
titleUse Portals to Organize and Secure

Creating a new Portal is an excellent way to secure Workflows and Batches to a particular user or group. For example a Portal specifically for a Human Resources department.


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