Configure folders

Use this window to add or edit folders for importing files.

Display name

Enter a descriptive and unique name for this folder import connection.

Poll cycle in seconds

Enter how often should Kofax Import Connector check for new documents in the folder. The maximum value is 86400 seconds, i.e., 24 hours.

Watched folder

Enter the path to the folder, or click Browse to locate it. You can specify either a local folder or a network path. This folder must be a subfolder of the Folder Import Base Directory parameter configured in Message Connector.

  • The "Browse" button is only visible if the Message Connector is installed on the same computer as the KC Plug-In.

  • Kofax Import Connector cannot import documents if the combined number of characters in file path and file name exceeds 211.

User

Enter the name of the user which have the access of the watched folder. The user needs the folder permission Modify or Full Control (read/write is not enough).

Password

Enter the password of the user specified above.

  • By default, the "Password" field is always displayed as blank.

    When editing the folder settings, provide the password only if it is changed. Once you enter the new password and save the folder settings, password provided here will override the stored password.

  • When you change password for your system which is configured for polling documents, make sure that you also update the password here as well. Polling a system with old or wrong password can result in locked account.

Test folder import button

Click to verify that Kofax Import Connector can connect to the specified folder.

Additional parameters are available on the Advanced tab.

Process subfolders

Select this to import files from the immediate subfolders of the watched folder.

A subfolder is deleted when all files from it are imported and it is empty.

Maximum subfolder level
Select the number of nested subfolder level to import files.
  • Maximum level of subfolders you can select is 30.
  • In Windows operating system, the maximum valid path length is 260 characters. If the number of characters in the path exceeds this limit, the path is considered invalid and the files are not imported.
Include watched folder

Select this to import files from the watched folder as well.

Delete empty folder structures
Select this to delete the empty subfolders after importing the files.
File mask

Enter a comma separated list of files that should be imported from the folder. You can use wildcards: The asterisk character (*) substitutes for zero or more characters, and the question mark (?) substitutes for any one character.

File Detection Mode

To prevent Kofax Import Connector from importing partially copied files, select one of the two options:

  • File not modified since

  • Use trigger

File not modified since

Select this option to force Kofax Import Connector to wait for the specified number of seconds after the file was last accessed before importing it.

Use trigger

Select this option to enable trigger file processing. A trigger file is used to signal Kofax Import Connector that files or subfolders are ready for import.

Trigger file mask

Enter a comma separated list of trigger file masks, such as *.trg. You can use * and ? wildcards. The asterisk character (*) can substitute zero or more alphanumeric characters; the question mark (?) can substitute one alphanumeric character.

Files in the same directory with the same base name

Select this option to import all files in the same directory with the same file name without extension (except the trigger file itself). Kofax Import Connector cuts the extension from the trigger file name and searches for the documents with the same base name.

For example, with the trigger file mask as *.trg, and when the trigger.trg file appears in the watched folder, all files with name trigger.* are imported (except trigger.trg).

All files in the same directory

Select this option to import all files in the same directory (except the trigger file itself). For example, with the trigger file mask as *.trg, and when example1.trg appears in the watched folder (or its subfolder, if subfolder processing is enabled), all files from that folder are imported.

All files in the subfolder with the same base name

Select this option to import all files in a subfolder with the same base name as that of the trigger file. Kofax Import Connector cuts the extension from the trigger file name and searches for a subfolder with the same name. All documents from the subfolder are imported.

For example, with the trigger file mask as *.trg, and when example2.trg appears in the watched folder, all files from the example2 folder are imported.

To use this option, the trigger file must have an extension.

Import all files in a folder matching file mask

Select this option to import all files from a folder if the name of the folder matches the trigger file mask. For example, with the trigger file mask import* and when the import007 folder appears in the watched folder, all files from the folder import007 are imported.

Delete

Select to delete the trigger file after the import.

Rename extension to

Specify the new extension for trigger files that are already processed.

Import trigger file

Select to import also the trigger file itself. When cleared, the content of the trigger file is not relevant and the file is deleted/renamed once the other documents are imported.

File Import Mode

Select how Kofax Import Connector should handle XML documents.

Automatic

Select this to tell Kofax Import Connector to parse the XML documents. If an XML document is identified as one of the configured XML types, it will be handled accordingly. If the document structure does not match any of the configured XML types, it is handled as a binary document.

Custom

Select this to restrict the accepted XML types. For example, if you only select Kofax Capture XML, all incoming XML are treated as XML Import Connector compatible files. If you select multiple options, Kofax Import Connector analyzes the XML document and select the proper handling.

  • Kofax Capture XML: Select this if you intend to use Kofax Capture XML Import Connector compatible documents.

  • Custom XML: Select this if you intend to use XML documents for which you have defined XML types.

  • Binary: Select this if you want to import XML documents as binary files.