Welcome to Kofax Capture Help > Administration > Document Classes > Copying a Document Class

Copying a Document Class

Use Copy to duplicate an existing document class. The copy method is useful for adding a document class that is similar to an existing one. You can also copy a document class to a selected batch class. When you paste a copied document class, it is given a different name, such as Name1, Name2, and Name3. You can then modify the document class as needed.

When copying a document class, certain items associated with the document class are copied, and others are linked. The following table shows the items that are copied and linked.

Table 1. Copied and Linked Items
Copied Items Linked Items

Index fields

Table Index fields

Form types (and related items)

Custom storage strings

Document validation scripts

Database validation

The following items are copied only when the copied document class is pasted to the same batch class from the batch class tab:

PDF Properties

Setup export connectors

Document separation zone

Field types

Recognition profile

Separation and form identification profiles

Image cleanup profiles

Color image cleanup profiles

Note All related items within Form Types are also copied or linked.

Copying a Document Class to the Document Class Tree View Tab

  1. On the Batch class tree view tab or the Document class tree view tab, select an existing document class to copy.
  2. On the Home tab, in the Clipboard group, click Copy.
  3. From the Document class tree view tab, select an existing document class.
  4. On the Home tab, in the Clipboard group, click Paste.

    A copy of the document class is created with a unique name, such as Name1, Name2, and Name3.

    If you perform a copy and paste on a previously copied document class such as Name2, then the new document class is created with a unique name such as Name21, Name22, and Name23.

You can edit the copied document class from the Document Class Properties window.

Copying a Document Class to a Batch Class

  1. On the Batch class tree view tab or the Document class tree view tab, select an existing document class to copy.
  2. On the Home tab, in the Clipboard group, click Copy.
  3. On the Batch class tree view tab, select the batch class to which you want to copy the document class.
  4. On the Home tab, in the Clipboard group, click Paste.

    A copy of the document class is created with a unique name, such as Name1, Name2, and Name3. The copied document class is associated with the selected batch class.

  5. Edit the copied document class from the Document Class Properties window.