Shortcuts - General tab

Use this tab to add, view, and edit shortcuts.

Fields

The General tab has the following fields.

Name

Enter a name for the shortcut. Shortcut names must be unique on the server.

Visibility

Each field has options where and how the information appears. Select one or more of the following options:

  • Masked: Select this check box to mask a value when it is displayed. (Not available for Name field.)

  • Visibility: Select the applicable check boxes to indicate where a value should be displayed. The value is hidden if the check box is not selected.

    • Thin Client: Displays the value on the Thin Client.

    • MFP: Displays the value on the MFP front panel.

    • Mobile: Displays the value on the mobile device.

    • Summary: Displays the value on the Active Jobs List. (Not available for Name field.)

Destination

Select a destination associated with the shortcut. The remainder of the tab is populated with fields related to the selected destination. The fields vary, depending on the destination type you select, as described below.

Email Fields

If you select the Email destination, fill out the fields in this section. For each field, select your display preferences:

User Name

User Name for the account that has permissions to access the email server.

Password

The password associated with the User ID in the previous field.

From

Email address for the person sending the email message.

To

Email address for each recipient of the email message.

Cc

Email address for each recipient who will receive a copy of the email message.

Bcc

Email address for each recipient who will receive a confidential copy of the email message. When the message is sent, each email address on the Bcc list is hidden from other recipients.

Subject

Text to appear on the subject line of the email message.

Body

Content of the email message.

File Name

Base file name to be used for documents sent as email attachments.

Folder Fields

If you select the Folder destination, fill out the fields in this section.

Path
Enter the path to the folder.
Folder
Enter the folder name.
File Name
Enter the file name.
Fax Fields

If you select the Fax destination, fill out the fields in this section.

To Fax No.

Fax number for the recipient.

From Fax No.

Fax number for the sender.

From

Name of the sender.

Subject

Text to appear on the subject line of the fax message.

Inbox Fields

If you select the Inbox destination, fill out the fields in this section.

User ID

The name of the Kofax Front Office Server user you want to receive the document in the Thin Client.

Job Name

The name of the job associated with the document to be sent to the Thin Client.

Kofax Capture Fields

If you select the Kofax Capture destination, the fields include the following:

Form Type

Select a form type. Form types are displayed in the following formats:

  • If the Kofax Capture form type exists in only one batch class, then the form type name is just the form type.

  • If the Kofax Capture form type exists in multiple batch classes, then the form type name is the form type name followed by the batch class name in parentheses: Form Type (Batch Class).

    Examples:

    401k (Human Resources)

    401k (Financial Services)

  • Each batch class has a hard-coded Form Type named [Loose Pages] which is used for submitting to a batch class directly, allowing Kofax Capture to perform document classification/recognition.

    Examples:

    [Loose Pages] (Human Resources)

    [Loose Pages] (Financial Services)

Batch index fields for the form type are listed first, followed by document class fields.

Note If you add or remove a validation script associated with the form type / batch class settings specified here, the change is not automatically inherited by the shortcut. Therefore, you must update and save the applicable Kofax Capture fields specified for this shortcut.
Batch Fields and Index Fields

Default values from Kofax Capture are displayed. Enter any default values for batch or index fields that you want to appear on the front panel of a device or in the Thin Client. Enter dates in the format indicated to the right of the field or click the calendar button to select a date. Users can change these values as needed.

Fields that are required fields in Kofax Capture have an asterisk (*) in front of the field name. Users at devices and in the Thin Client are required to enter information into all required fields. You can leave a required field blank if you need users to enter a value at the front panel.

Your entries at this tab are validated against the data type. For example, a message appears if you enter a decimal value into an integer field. Float and date are also validated, but not time.

Microsoft SharePoint Fields

If you select the Microsoft SharePoint destination, the fields include the following:

Destination Path

The path is filled in automatically after you enter the Site URL.

Site URL

Site or subsite URL for your SharePoint repository. Based on your selection, other related fields appear.

Library, Folder, Content Type, Name

Enter the details related to your SharePoint repository as required. Depending on the Content Type selection, the other SharePoint fields may vary. The entry for the Name field is required; it appears on the Active Jobs List.

CMIS Fields

If you select a CMIS destination, the fields include the following:

User ID

If you select an on-premise CMIS destination, enter the User ID for the account that has permissions to access the server.

Password

Enter the password associated with the User ID in the previous field.

Destination Path

The path is filled in automatically after you enter the Destination.

Repository

Select repository display preferences (see the display preferences specified under Destination Path.

Folder

Enter folder name or create a new folder for the CMIS repository. Select the Document Content Type that the folder will accept. To create a new folder (which you can do during setup or while using the software):

  1. Browse to the parent folder and select Create New Folder.

  2. In the Folder Name field, enter a name for the folder.

    Folder names cannot contain invalid characters like the tilde (~), quotation marks, and so forth. Using an invalid character generates an error message.

    If a folder with the same name already exists, the system generates a message.

    Moving the cursor away from the field saves the information.

Select the Document Content Type that the folder will accept. On the Document Settings tab, select the check box next to the properties that the system can use as search fields.

Select folder display preferences (see the display preferences specified under Destination Path.

For more information about using CMIS, see Preparing to release documents to the Alfresco cloud.

Advanced Permissions: Submit All (Thin Client Only)
Use this option to display the Submit All button on this shortcut or destination for all users. If you clear this option, this button is disabled. You can disable the Submit All button when you want users to review and select pages and not submit them all by mistake.