Folder Classes

Folder classes define the properties of folders for a batch class. Batches are a collection of pages, documents, and folders organized into a hierarchy that you define.

In addition to organizing your documents within Kofax Capture, the real advantage to using folders comes after the documents are exported. The document import process is much easier if the folder hierarchy in Kofax Capture matches (as closely as possible) the hierarchy used by your document management software.

A folder class is added to a batch class, and as with other elements of a batch class, you can create, edit, and delete folder classes.

Folders are created and filled with documents as the documents are processed through the Kofax Capture workflow. You can create folders manually (with batch editing), or you can set them to be created automatically based on rules you define. Likewise, you can place documents into folders manually or automatically.

Pages can be added to documents, and documents can be added to folders. Folders can be added to other folders (nesting) up to 32,000 levels. However, loose pages cannot be added to a folder (although you may have loose pages at the root level of your batch, they must be placed into a document before they are added to a folder).