Getting Started

With Kofax Express, the typical task flow is similar to the following:

• Configure Settings
• Scan and View Pages
• Apply Corrections
• Edit Documents
• Index Batches
• Export Batches

Before proceeding, familiarize yourself with the following Kofax Express terms:

• Job: Saved configuration that consists of bar code and index definitions as well as settings related to document separation, export, and more. Within a job, you create batches that consist of scanned documents and images. Kofax Express includes two demo jobs: Scan to Desktop and Patient Records.

  The Scan to SharePoint demo job available in earlier versions of Kofax Express is deprecated in Kofax Express 3.3.0.

• Job template: Predefined job settings on which new jobs can be based. Kofax Express includes three predefined job templates, which contain pre-configured settings: Basic, Indexing, and Bar Code Indexing.
• Batch: Group of scanned documents
• Document: Set of one or more related images
• Image: Electronic representation of a scanned page
• Page: Physical sheet fed through the scanner to produce an image (or two images with duplex scanning)

Also familiarize yourself with the Kofax Express window.