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Configuring a Batch Class for Kofax Capture Import Connector - Email

Use the following procedure to configure a Kofax Capture batch class for use with Kofax Capture Import Connector - Email (Email Import Connector). This procedure assumes that the batch class is already created.

Although the procedure describes the required settings, you should be aware of the batch class settings that affect Email Import Connector:

  • On the Batch Class Properties window, you cannot have any batch fields where the Required property is set to true.

  • On the Advanced tab, Allow import of eDocument files must be selected.

  • On the Separation and Form Identification tab, Kofax fixed pages must not be selected.

  • On the Form Type Properties window, Fixed number of pages must not be selected.

Note If the User Profiles feature is selected, you cannot select a batch class in Email Import Connector unless the user profile specified in Email Import Connector allows access to that batch class.
  1. From the Kofax Capture Administration module, on the Definitions panel, select the batch class to configure.
  2. Right-click and select Properties.

    The Batch Class Properties window appears.

  3. On the General tab, examine the batch fields area. For any batch fields with the Required property set to true, change it to false (or do not use this batch class with Email Import Connector).
  4. On the Advanced tab, ensure that Allow import of eDocument files is selected.

    Treat non-TIFF images as eDocument files may be optionally selected or left blank.

  5. On the Separation and Form Identification tab, make sure that Kofax fixed pages is not selected.
  6. Click OK to close the window and save your settings.
  7. On the Definitions panel, select the form type to use with Email Import Connector. You can select only one form type per batch class.
  8. Right-click and select Properties.

    The Form Type Properties window appears.

  9. Ensure that Fixed number of pages is not selected (or do not use this form type with Email Import Connector).
  10. Publish the batch class.

    Your batch class is now ready for use by Email Import Connector.

  11. Validate your batch class using the Compatibility window.