Documentation, Training, and Support
Built-In Help
OL Connect Automate includes comprehensive, embedded documentation for every Upland OL-developed node. Each node adheres to Node-RED's standard help format: when a node is selected, detailed usage instructions are displayed in the Info tab in the upper right of the workspace. This guidance gives all the information necessary to configure and use each node effectively.
Online Help
This online help includes the following resources:
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About OL Connect Automate introduces the product features and how it compares to OL Connect Workflow.
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Getting Started gives and overview of installation and first steps when using OL Connect Automate.
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See Explore the Workspace to learn about the interface and nodes, and then Design a flow to learn how to build workflows.
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Build your first workflows to Serve a PDF preview and Personalize a print job.
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OL Connect Automate Tutorials: Review this set of goal-based Tutorials for common document automation scenarios. Find tutorials from novice to expert to help you expand your skills.
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Best Practices: Best practices to improve implementation and performance.
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Migrate from OL Connect Workflow: Migration resources for customers moving from OL Connect Workflow to OL Connect Automate.
Additional Resources
- OL Connect Resource Center: Read our latest and greatest blog posts, follow hands-on tutorials and download examples and resources.
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Forum: Visit the user forum to obtain the information that you need to understand and use the software.
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Community: In the Upland Community, you can find information on product releases, submit and track support cases, sign up for notifications, post and reply to forum topics, and learn about training and webinars.
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For general information about Node-RED, please refer to Node-RED's website: nodered.org.
Training
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Upland offers online training specific to OL Connect and OL Connect Automate. Visit the Objectif Lune University.
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Since OL Connect Automate is built on Node-RED, users looking to strengthen foundational skills are encouraged to explore Node-RED training courses at the Node-RED Academy.
Report an issue
The Upland Support team is dedicated to helping our customers succeed by providing timely resolutions to your issues and questions.