› Configure Kofax Import Connector › EDI types

EDI types

Kofax Import Connector can be configured to identify EDI documents with a particular namespace and root element (EDIFACT and X.12). Importing of each EDI type can be handled differently.

Use the following commands to manage the EDI types:

  • Add EDI Type: Click to define a new EDI type. You are prompted to provide an XML schema definition file (.xsd) and a matching sample XML document.

  • Remove EDI Type: Select an EDI type in the table and click this button to delete it.

  • Open EDI Sample Data: Opens the sample EDI document in the default application associated with the XML files.

To define an EDI type, provide an XML schema definition file and a sample XML document. Kofax Import Connector is shipped with several predefined EDI types. Additional EDI types are available for download. EDI types can be used in the following situations:

  • The values of the EDI elements can be mapped to the batch / folder / document index fields of your batch class.

  • The values of the EDI elements can be rendered as a TIFF or PDF.

  • XML types can be used as filters in rules.

You can also use custom EDI types.

  1. Start KC Plug-In configuration. Do one of the following:

    • On a Kofax Capture Network Server remote site, start KC Plug-In from the KIC - Electronic Documents group in the Windows Start menu.

    • On other Kofax Capture installations, start Kofax Capture Administration and select Electronic Documents > Configuration.

  2. Go to the EDI Types tab.
  3. On the EDI Type Tasks menu, click Add EDI Type.
  4. Browse to your XML schema definition file (.xsd). Do one of the following:

    • Select one of the EDI types supported out of the box from

      <installdir>\EDI\SampleConfigFiles\.

    • Select one of the EDI types that you have downloaded from www.kofax.com.

    • Select your custom EDI format.

  5. Browse to a sample XML file that uses the specified schema.

Now you can create a destination that uses this EDI format. See Destinations Tasks.

For additional information and configuration steps about EDI import, see Import EDI files.