Configure an Export activity

Use the following procedure to configure an Export activity.

  1. Add an activity to the map.

    By default, the Configuration tab is open in the properties panel of the activity.

  2. Change the default Name of the activity to something meaningful.
  3. On the Type list, select Capture > Export.
  4. Configure the following properties.
    Input document/folder

    A document or folder variable to export documents or folders.

    Take page image from rendition

    If selected, allows you to take image from the selected rendition and not use page's source image for export.

    On Page rendition list, select the rendition.

    If a page does not have image rendition, source image is used.

    Export order

    The order in which the export should happen. Available options are:

    • By document order: If the input data of the export activity is a folder type, the export service opens the folder and then opens the documents in sequence. For each document, it loads the export connector in sequence to process the document.

      Example for export by document order

      [Folder]
      • Doc 1: Connector 1, Connector 3
      • Doc 2: Connector 1
      • Doc 3: Connector 2, Connector 4
      Connector Sequence Connector 1, 3, 1, 2, 4
      Document Sequence Document 1, 1, 2, 3, 3

    • By assigned export connector: If the input data of the export activity is a folder type, the export service opens the folder and then loads the export connectors in sequence. For each connector, it processes all the documents in sequence.

      Example for export by connector order

      [Folder]
      • Doc 1: Connector 1, Connector 3
      • Doc 2: Connector 1
      • Doc 3: Connector 2, Connector 4
      Connector Sequence Connector 1, 3, 2, 4
      Document Sequence Document 1, 2, 1, 3, 3

    If the input data of the export activity is a document type, the export service processes it as a special folder with only one document; the Export order field is disabled.
    Export source document

    If selected, sends the source document (if one exists) to the export connectors. Each non-image file is exported as a separate document.

    Export page image

    Sends the documents with pages to the export connectors.

    Export annotations

    Exports annotations and image masks depending on selection. Available options are:

    • None (default): No annotations and image masks are exported.

    • Annotations only: Only annotations are exported.

    • Annotations and masks: Both annotations and image masks are exported.

    On export, TotalAgility does the following:

    • For PDFs, converts annotation to native PDF format.

    • For images, burns the annotation into the image.

    Mark completed

    Marks the exported documents as complete at runtime so that you can differentiate between documents that have completed capture processing and the documents that are yet to be processed.

    If the Export activity is not the end of document processing, you can choose not to mark the document as completed by clearing "Mark completed".

    Export success indicator

    A Boolean variable to indicate if the export succeeds or fails.

    Documents not exported

    A Complex variable to receive information such as document ID, connector name, error message, document type ID and document type name for the documents not processed at runtime.

    Documents exported

    A Complex variable to receive information such as document ID for the documents that are to be exported.

  5. Save the process map.
    • At runtime, the documents supplied to the Export activity are exported.
    • If an export connector is configured for the process with document type and an error occurs, the export activity still completes. A message is recorded in the complex variable for the document that could not be exported.
    • If an export connector is not configured for the process with document type, the export activity is still completed. The details of that document, except the name of the export connector, are recorded in the complex variable.
    • You can enable multiple instances of Export Service and keep connectors loaded during export by setting the "SupportMultipleInstances" and "RemainLoaded" properties to True in the INF file (available at your installed location) for the Kofax Export Connector. By default, this file is located at: C:\Program Files (x86)\Kofax\TotalAgility\ExportConnectors\bin\KEC-TotalAgility.

      For more information on these properties, see the Kofax Export Connector for TotalAgility Help.