Thereforeâ„¢ Help

The Thereforeâ„¢ Content Connector is used to automatically save information to Thereforeâ„¢.  It can monitor input folders, mailboxes and even a DocuSign account. Using an indexing profile, it can extract index data and then save a document or case to Thereforeâ„¢. Before we get to some use cases, it may be useful to understand the technical background. Regardless of what is monitored, the following components are always required:

 

1. Indexing profile

This defines what should be saved to Thereforeâ„¢ and where the index data should come from

 

 1.1 What should be saved to Thereforeâ„¢?

         1.1.1 Document itself

         1.1.2 Another document

         1.1.3 An empty document (form)

         1.1.4 A new case

 

 1.2 Where should the index data come from?

         2.1.1 PDF, XML, Text, CSV files

         2.1.2 An existing Thereforeâ„¢ document

         2.1.3 The file name

         2.1.4 A combination of the above

 

2. Thereforeâ„¢ Content Connector profile

This defines what should be monitored and which profile should be used to process the incoming files.

 

 2.1 What should be monitored?

         2.1.1 Input folder

         2.1.2 Mailbox

         2.1.3 Signature Monitoring

Use Cases