Set up configurations for Smart Search and Smart Index in DocuWare Configuration > Integration > Smart Connect.

Source

The source is the application in which you want to integrate Smart Connect, such as your accounting program or Microsoft Outlook.

You first create a screenshot from the window of this application. In the next step, specify the window title, Identify, for Smart Connect to recognize your application.

Identify

Smart Connect identifies the window from which the content should be transferred by means of the window title. You can define the identification more precisely by selecting an operator and entering the appropriate string in the title field. For example, if the window of your application has the title "CRM Application", select the operator "contains" and enter "CRM".

Recognition Technology

As soon as you create the screenshot, Smart Connect checks in the background whether text can be recognized from the external application in Windows technologies. If this is the case, this method is automatically selected. If this is not possible, a dialog where you can select the appropriate technology opens.