Dan Boyher
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Articles
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Bringing RPA to the KnowledgeLake portfolio
We are thrilled to announce to you that as of today, RatchetSoft, a robotic process automation technology vendor, has officially joined KnowledgeLake. Please join us in welcoming them to the Knowle...
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Capture Server Pro - Modify Your Metadata Recipes
In Capture Server Pro 1.10 and Cloud Capture, the activity Modify Your Metadata has been added to the process designer. This allows users the manipulate the metadata of a document or batch utilizin...
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Capture Server Pro - Modify Your Metadata - Copy Value into Subsequent Documents
Description If you have a value that might be populated by a cover sheet and apply to all documents in a batch, we have an example activity that will get you up and running. NOTE: Modify your Metad...
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Capture Server Pro - Modify Your Metadata - Basic Approval Automation
Description KnowledgeLake deals with a lot of transactional content, and in turn, alot of transaction related activities such as approvals. Below is an example of a very simple approval automation ...
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Capture Server Pro - Modify Your Metadata - Set Value to Today's Date
Description If you want to set a value to Today's date, which is something available within SharePoint as an option, but not all other repositories, you can reference the example script below. NOTE...
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Capture Server Pro - Modify Your Metadata - Split a Value into Multiple Fields
Description In many instances, we've seen users need to separate a single piece of metadata into multiple fields. This can be first and last name, an invoice number from a prefix or suffix, or vari...
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Capture Server Pro Powershell Recipes - Insert a Batch Property into a Field
NOTE: This will be done using the Modify Your Metadata activity in version 1.10 and later. These activities are examples of grabbing a property off of a batch and applying it to the documents in th...
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Capture Server Pro - Automatic Indexing Behavior
Automatic Indexing behaviors use key fields to populate the values for other metadata properties. When an indexing user types a value for the key field, the values for the associated set fields are...
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Capture Server Pro - Install Office Add-Ins for Outlook 2013 and 2016
Considerations Before the Office Add-Ins can be installed, your Apps site needs to be configured to use SSL. Those instructions can be found in the Configure Apps for SSL article. You will have ne...
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Capture Server Pro - Install Office Add-ins for Word, Excel and PowerPoint
Considerations Before the Office Add-Ins can be installed, your Apps site needs to be configured to use SSL. Those instructions can be found in the Configure Apps for SSL article (Under Constructi...