Welcome > Capture > Document conversion profiles > Add document conversion profiles

Add document conversion profiles

See Document conversion profiles.

  1. Navigate to Capture > Document conversion profiles.
    The Document conversion profiles page appears.
  2. Click New.
    The New document conversion profile dialog box is displayed.
  3. Configure the following settings:

    • General settings

    • Advanced settings

  4. Click Save.

General settings

On the General tab, configure the following settings.

Setting Description
Name Enter a unique name for the document conversion profile.
Description Optional. Enter a description for the document conversion profile.

The description cannot be more than 255 alphanumeric characters.

Document conversion timeout Specify the time in seconds within which the document conversion should be completed; otherwise, the document conversion process stops. (Default: 600 Seconds)
Enable ZIP file extraction Select this option to allow the converter to extract zip files. (Default: Clear)
Extract EML and MSG Select this option to allow the converter to extract EML and MSG files attached to the emails. (Default: Clear)

The extraction results in a separate TotalAgility document for the email body and each attachment.

Enable portfolio PDF file extraction Select this option to allow the converter to extract PDF file from portfolio PDF file. (Default: Clear)
Flatten XFA forms to PDF documents using Adobe Experience Manager Select this option to allow conversion of XFA forms to PDF documents. (Default: Clear)

Ensure the following:

  • Install the Adobe Experience Manager output service and ensure that the web service interface is available.

  • Configure the Adobe Experience Manager credentials in the Kofax Message Connector configuration.

Note If support for Adobe LiveCycle is available, you can also use Adobe LiveCycle for conversion of XFA Forms.

Convert to Select the required output and configure the settings. Available options are:

  • None: The document conversion does not happen.

  • PDF: Configure the following settings if the required output is PDF.

    Create PDF for capture input

    Select this option to enable the PDF output to be usable for capture process / activities. If selected, the PDF replaces the original source file.

    Preserve original source file

    Select this option to preserve the original source file as binary extension.

    If selected, the original source file is moved to the Kofax.TotalAgility.OriginalDocumentSource binary extension.

    Concatenate multiple PDF files

    Select this option to concatenate the PDF files selected at the time of importing. (Default: Clear)

    Normalize PDF documents to PDF/A

    Select this option to convert the PDF documents to the ISO-standardized PDF/A format specialized for digital preservation of electronic documents. (Default: Clear).

    Output PDF format

    Select one of the following output formats for normalized PDF files.

    PDF

    PDF/A-2a

    PDF/A-3a

    PDF/A-1a

    PDF/A-2b

    PDF/A-3b

    PDF/A-1b(Default)

    PDF/A-2u

    PDF/A-3u

    Note If the input PDF file format is not compatible to be converted to the required output format, the actual output format may be downgraded. For example, if the input file version is PDF 1.5 and if the "Output PDF format" is set to PDF/A-1a, PDF/A-2a or PDF/A-3a, the output PDF document is PDF/A-1b,PDF/A-2u or PDF/A-3u respectively.

    For a complete list of supported input file formats and respective output PDF formats, see the Kofax TotalAgility Administrator's Guide.

    Embed original source file

    Select this option to embed the source files in the normalized PDF file. This option is only available when Output PDF format is set to PDF/A-3a, PDF/A-3b or PDF/A-3u.

    Note If the input source file is of XML type, it is not embedded in the normalized PDF file.

  • TIFF: Configure the following settings if the required output is TIFF (Default).

    Scale to

    Select one of the following options to specify the document page size.

    No scaling (Default)

    		A6 (105mm x 148mm) C3 (324mm x 458mm)

    Ledger (11.0" x 17.0")

    B3 (353mm x 500mm)

    		C4 (229mm x 324mm)

    Legal (8.5" x 14")

    		B4 (250mm x 353mm) C5 (162mm x 229mm)

    Letter (8.5" x 11")

    		B5 (176mm x 250mm) C6 (114mm x 162mm)

    Executive (10.5" x 7.25")

    		B6 (125mm x 176mm)

    Match best: This option matches the document size with the nearest available page size.

    Half Letter (5.5" x 8.5")

    		JIS B3 (364mm x 515mm)

    Match best Euro: This option matches the document size with only the standard European page sizes.

    A3 (297mm x 420mm)

    		JIS B4 (257mm x 364mm)

    Match best US: This option matches the document size with only the standard US paper sizes (letter and legal).

    A4 (210mm x 297mm) JIS B5 (182mm x 257mm)
    A5 (148mm x 210mm) JIS B6 (128mm x 182mm)

    Image color depth

    Select the color for the output image as Black and white (default), Grayscale or Color.

    Image dpi

    Select the resolution for the output image.

    Compression quality

    Specify the compression percentage to perform on the output files. If 100 % is selected, no compression is performed. (Default: 75%)

    When the Image color depth is set to Grayscale or Color, JPEG compression is used, but when it is set to Black and white, Group 4 compression is used.

    Note The Compression quality setting is only available when the Image color depth is set to Grayscale and Color for TIFF images. Compressing the images may affect image quality.

Allow conversion for extensions Specify a list of file types to allow for conversion. Each file type should be separated by a semi-colon. For example, if you want to allow the conversion of PNG and TEXT files, specify .png;.txt.

If the import source is email, this filter is only applicable for the email attachments.

Allow conversion for files of size less or more than bytes To allow conversion for files of size less or more than the specified bytes, select an operator (Greater than or Less than) and specify a file size. (Default: >, 0. If you specify 0, this field is ignored.)

TotalAgility will only allow the conversion of files which conforms to the specified settings. If the import source is email, this filter is only applicable for the email attachments.

Skip conversion for extensions If you want certain file types to be skipped from conversion, enter the file extensions separated by a semi-colon. For example, to skip the conversion of PNG and TEXT files, specify .png;.txt.

If the import source is email, this filter is only applicable for the email attachments.

Skip conversion for files of size less or more than bytes If you want the files of size less or more than the specified bytes to be skipped from conversion, select an operator (Greater than or Less than) and specify a file size. (Default: >, 0. If you specify 0, this field is ignored.)

If the import source is email, this filter is only applicable for the email attachments.

XML Rendering Configure the following settings for rendering the XML files.

Note To render XML documents, you must select "Create document from XML content" when configuring the Import sources. See Import sources.

Page size

Select the output file page size for rendering the XML files. Available options are:

  • Disabled (Default): The converted document retains the actual page size.

  • Letter (8.5" x 11")

  • Legal (8.5" x 14")

  • A3 (297mm x 420mm)

  • A4 (210mm x 297mm)

  • A5 (148mm x 210mm)

Page orientation

Select the output file page orientation for rendering the XML files. Available options are:

  • Default: The converted document retains the actual page orientation.
  • Portrait
  • Landscape

XSLT for XML rendering

Specify the required XSLT code for formatting the XML file.

Use the Sample XML and Sample XSLT to generate the required XML and XSLT files.

The process of XML to PDF conversion using XML rendering involves the following:

  1. The XSLT code specified in the XSLT for XML rendering field is applied to the input XML file.

    This generates the formatted HTML file.

  2. This HTML file is then converted to PDF.

Note If this field is empty, XML rendering is disabled.

Advanced settings

On the Advanced tab, configure the following settings.

JPEG quality for PDF to TIFF conversion: Select the following flags to enhance the JPEG quality for PDF to TIFF conversion.
Smooth flags

  • Draw smooth text

  • Draw smooth line art

  • Draw smooth image

Render flags

No dithering

Settings for conversion of Office documents
KFXConverter settings

Each document conversion profile uses the default KFXConverter settings for document conversion.

If required, you can modify these settings on the Configure Kofax Converter screen. The settings specified here override the default KFXConverter settings.

When you upgrade TotalAgility from version 7.7.0 or lower, any settings modified in the KFXConverter.ini file remains intact. Any settings changed in the Configure KFXConverter setting will override the existing settings.

When you upgrade TotalAgility from version 7.8.0, any settings modified using the XML format are populated in their respective fields.