2023.1:Grooper Basics - Overview

WIP	This article is a work-in-progress or created as a placeholder for testing purposes. This article is subject to change and/or expansion. It may be incomplete, inaccurate, or stop abruptly. This tag will be removed upon draft completion.

This article is about an older version of Grooper. Information may be out of date and UI elements may have changed.
2025	2023.1

This article serves as a beginner's guide to Grooper. In this article we will go over the most basic concepts and activities within the Grooper software so you can start using it for your company's needs.

Introduction

Grooper is a powerful document processing software that can be tailored to your company's individual needs.

When first diving into Grooper, the software can be a bit overwhelming, especially if you have not worked with document processing software before. The purpose of this tutorial is to familiarize users with the fundamental basics of Grooper. By the end of this tutorial you should understand how to take a set of documents from beginning to end through a very simple process and export out of Grooper.

The 5 Phases of Grooper

From the time that documents are pulled in to Grooper to when those same documents are exported from Grooper, all those documents must go through what we call the "5 Phases of Grooper".

The 5 Phases of Grooper are as follows:

1. Acquire
2. Condition
3. Organize
4. Collect
5. Deliver

This tutorial is structured to go through each of the phases one by one. Other tutorials and courses will build on what we learn here. For now, let's break down each of these phases and see what we can expect as we build out our project.

Phase 1: Acquire
The "Acquire" phase involves bringing the documents to be processed into Grooper.

Phase 2: Condition
The "Condition" phase is where we take the documents we have brought into Grooper and edit them until we have something Grooper can work with. Before Grooper can do anything with a document, it needs to be able to Recognize the text on the document. That is one of the most important parts of the Condition phase.

Phase 3: Organize
Once Grooper can recongize text it then needs to be able to tell what the document is. Without our input, Grooper just sees the document as pages in a folder. We need to give the document a name or a "classification". We classify documents in the "Organize" phase.

Phase 4: Collect
In the "Collect" phase, Grooper can finally collect or "extract" information from the documents.

Phase 5: Deliver
The final phase of Grooper is the "Deliver" phase where we export the documents and metadata out of the Grooper software to wherever you wish to store the files.

These five phases encompass a full project in Grooper. In the next sections, we are going to put together a project step-by-step, going through each phase.

Navigating the Web Client

Before we continue, let's take a moment to look at Grooper's interface.