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jdoughty

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Posts posted by jdoughty

  1. Hi, I am trying to create a report of some Outlook contact information and I found an issue with loose contact files (.vcf).  I can see some data in the "Properties" tab in Intella but I cannot figure out how to export this information to a report.

    For example the below fields are present but the fields are not available to export and since there is no RAW Data tab I can't export RAW data fields.  I have tried indexing this information into custom fields but have been unsuccessful so far.

    image.png.e36773842fe1a5dc4b5bde1f7918daa3.png

    Thanks.

  2. Hi, I am wondering if anyone can provide some guidance on how exactly shared coding layouts work.  For example, I had assumed these worked more as a template and when added to a case it didn't have an affect on any other cases.

    I now see that when I update the coding layout (ie add a new field or new choices) in one case it appears to affect other cases.  However when I delete a field from the layout in one case when I test I still see in others.

    Does anyone have documentation or more information on exactly how changes to a shared coding layout affects all cases that are using that layout?  I can't find anything in the Intella manuals.

    Thanks.

  3. I have a list of 39 keywords that I want to run in Intella Connect and I need to exclude "Message Headers" and "Raw Data".  I can see what the results would be from the "Report" tab but when I want to actually run these and tag the documents I can't do it from the "Keyword List" Facet unless I explore all of the terms.

    That however requires me to manually select each term before I can tag which is a huge inconvenience.

    Is there anyway to restrict the fields that are being searched from the Keyword List Facet?

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