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

Creating a Folder Class

You create folder classes (which can be used for auto-foldering) with the Create Folder class window in the Administration module.

  1. On the Insert tab, in the Create New group, click the arrow under Folder Class, and then click New Folder Class.
  2. On the Create Folder Class window - General tab, enter the name for the folder class.

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

  3. Enter a description for the folder class.

    You can enter up to 80 characters.

    The description appears whenever folder class properties are displayed.

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

      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 as necessary.

    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, which must be unique, is not case-sensitive.

      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, select names that are meaningful to your validation and verification operators.

    3. Select a field type for your index field from the Field Type drop-down list. To define new field types, click the New Field Type button.
    4. Specify a default value. You can enter a value, or select from the list of Kofax Values. If specified, the default value is displayed as data in the index field during validation. The validation or verification operators are able to enter a different value.
    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 validation, and compare them by using a validation script. The results can then 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 folder is carried over to the next folder. The validation or verification operator can override the value in the subsequent folder if necessary.

      If you specify Sticky and a default value, the default value is used and the Sticky attribute is ignored.

  5. Click Apply to save your settings without closing the window.
  6. Click OK to save your settings and close the window.