Welcome to OL Connect 2024.2

OL Connect is a series of tools designed to optimize and automate customer communications management. They work together to improve the creation, distribution, interaction and maintenance of your communications.

Design

The OL Connect Designer allows you to design:

  • output for print, email and web within a single template (see Designer basics)

  • data mapping configurations to extract data from a data source and convert it into a format that can be shared between different templates (see DataMapper basics)

  • print presets - job presets and output presets - that are applied outside the design phase, making template printing independent of the device (see Print Presets).

The Designer's interface is easy to use. More advanced users may use native HTML, CSS and JavaScript.

Automate

OL Connect includes a process automation server, called Workflow. Workflow is a tool to automate the processing, distribution and printing of your business documents. It is also capable of servicing response form web pages and email to provide interactive business communications. For a brief description of the most common Workflow processes in OL Connect projects, see Workflow processes in OL Connect projects.
For the user guide of Workflow, see Workflow's Online Help.

Meanwhile, another automation tool is in the making: OL Connect Automate. OL Connect Automate adds a range of nodes to the Node-RED palette, allowing Node-RED to communicate with the OL Connect server and access the OL Connect Database and File Store, or perform common tasks in OL Connect solutions.

Capture OnTheGo

OL Connect can create documents for tablets and mobile devices that run a free Capture OnTheGo App. Users with a Capture OnTheGo subscription can then download documents to their own devices, interact with them and send the captured data back to OL Connect for conversion into additional documents or workflows.
For more information about the application refer to these websites: Capture OnTheGo and Capture OnTheGo Help Center.

About this documentation

This online documentation covers OL Connect version 2024.2, Professional and Enterprise editions.

You can download the PDF version of this user guide: OL-Connect-Enterprise-2024-2-User-Guide.pdf.

Note: Since we are always looking for new ways to make your life easier, we welcome your questions and comments about this documentation. Shoot us an email at doc@ca.objectiflune.com.

Additional resources

  • The OL Resource Center. Read our latest and greatest blog posts, follow hands-on tutorials and visit the user forum for tips and tricks to help you get the most out of OL Connect.

  • Step-by-step walkthrough guides introduce you to the functionality of OL Connect at your own pace.

  • The step-by-step "Letter" walkthrough guide introduces you to the basic functionality of OL Connect.

  • The OL Connect REST API service provides programmatic access to areas such as output creation, data management and file store operations.

  • The Upland Support team is dedicated to helping our customers succeed by providing timely resolutions to your issues and questions. You can contact support by phone or via the 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.