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Adding support for DirectConnect Imports

Any workflow that be will configured to import documents from a CTS DirectConnect source will need the CTS DirectConnect import node added to the workflow.  Note that each workflow may contain ONLY ONE of the CTS DirectConnect import nodes. If your workflow is created with more than one node, the utility will not display the workflow for mapping.  

This Import Node is available in the Nodes toolbox of all GlobalCapture CTS systems.  For customers with on-premise GlobalCapture systems, the Node and the CTS DirectConnect utility may be requested from Square 9's fulfillment team.  Contact your authorized Square 9 representative for more detailsdownloaded here.

Parameters for the CTS DirectConnect Import Node are very similar to the standard import node.  Note, in this import node, the workflow designer does not specify an import location.  Import locations are defined on-premise, using the CTS DirectConnect utility.

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CTS DirectConnect will automatically list all workflows in the system with the CTS DirectConnect import node.  Clicking the folder icon Image Removed in icon in the Source Path column of a listed workflow will allow the user to set or change the import location for a workflow.

Folder icon: 

Image Added 

Consider the following:

  • Multiple CTS DirectConnect utilities in a single environment should not be configured to monitor the same folder.
  • All workflows do not need to be configured.  Map as many or as few workflows as required.
  • New workflows added to GlobalCapture CTS will show up automatically, but would still require a mapping in CTS DirectConnect.
  • Connection details to the GlobalCapture system are provided at installation time, but they can be review or changed at any time by clicking the Settings  button.
  • Customers and Partners working on configuring workflows can force processing to start with CTS DirectConnect by either clicking the Run All Workflows button, or by clicking the Run Workflow  button of a specific workflow.

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