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

Creating a Document Class

You create document classes with the Create Document Class window.

  1. On the Insert tab, in the Create New group, click the arrow next to Document Class, and then click New Document Class.
  2. On the Create Document Class window, on the General tab, enter the name for the document class.

    You can enter up to 32 characters, including spaces (leading and trailing spaces are removed). The name is not case-sensitive and must be unique.

  3. Enter a description for the document class.

    The description appears whenever document class properties are displayed. You can enter up to 80 characters.

  4. Define the index fields to be associated with the document class:
    1. Click New Index Field.

      Default information for a new index field is appended to the list of index fields in the Index Fields table. You can edit any of the default values.

    2. Change the name for your index field.

      You can enter up to 32 characters, including spaces (leading and trailing spaces are removed). The name is not case-sensitive and must be unique.

      By default, index field names are added in the form Namen (where n is a value from 0 to the maximum number of index fields). Since the name of the index field appears (unless you specify a display label) during validation and verification in the Validation and Verification modules, you should select names that are meaningful to your validation and verification operators.

    3. Select a field type for your index field from the Field Type list. To define new field types, click New Field Type.
    4. Specify a default value.

      You can enter a value, or select from the list of Kofax Values. If specified, the default value appears as data in the index field during validation. The validation or verification operators are able to enter a different value if necessary.

    5. Select True or False in the Required column. If you select True, the index field is required to contain a value during validation. The validation and verification operators are not allowed to close the batch until a value is entered for this field.
    6. Select True or False in the Verify column.

      If you select True, the index field must be verified in the Verification module after being processed in the Validation module.

    7. Select True or False in the Hidden column.

      If you select True, the index field is not shown to the validation or verification operators. This might be useful for certain types of processing. For example, you might want to collect values during automatic validation, and compare them with a validation script. Then, the results can be assigned to a non-hidden index field. Or, you might want to set values in a script that you do not want the validation or verification operators to change.

    8. Select True or False in the Sticky column. If you select True, the value of this index field for one document is carried over to the next document. The validation or verification operator can override the value in the subsequent document if necessary.
      Note If you specify Sticky and a default value, the default value is used and the Sticky attribute is ignored.
    9. Select True or False for the Total attribute.

      For numeric index fields, you can set True to select batch totaling. The scan operator is prompted for a value for the batch.

  5. Repeat the preceding substeps for each index field you want to add.
  6. Click the OCR tab and select settings for OCR Full Text processing:
    1. Select Enable OCR full text to select OCR Full Text processing.
    2. Enter the path and file name of a Full Text dictionary for the document class.
    3. Select a recognition profile from the list of profiles. If necessary, click Edit and define a custom profile.
    4. Select Skip first page of each document.

      The first page of your documents is skipped.

  7. Click the PDF tab and select the settings for PDF processing.
    1. Select Enable Kofax PDF generation to apply PDF processing.
    2. Enter the path and file name for a Full Text dictionary file or browse for the file. The Full Text dictionary is used to check unrecognized words during PDF generation. The dictionary file must be accessible to the PDF Generator module.
    3. Select a recognition profile from the list of profiles. If necessary, click Edit and define a custom profile.
    4. Select Skip first page of each document.

      The first page of your documents is skipped.

    5. Select Enable XMP (Extensible Metadata Platform) for metadata to save metadata (title, subject, date, description, and more) of the PDF file as an XMP stream in the output.
      Note If this option is not selected, by default the metadata is stored in a document information dictionary associated with the document. The metadata can be viewed if the compatible PDF reader application is used.
    6. Configure PDF Document Information and Custom Properties settings.
  8. Click Apply to save your settings without closing the window.
  9. Click OK to save your settings and close the window.