Build a Scan Create New Job form

Generate a Scan Create New Job form on one or more processes. A Scan Create New Job form not only creates the job but also enables documents to be scanned and associated with the job.

The process initialization variables associated with the processes appear as corresponding controls on the generated forms. You can open and customize forms in the design view. When using the Scan Create New Job form, you will need to install the Kofax Web Capture Service.

When configuring the ScanControl on a Scan form or Scan Create New Job form, the following drill-down properties are available by default. Use these properties to seed a scanner endorser or imprinter with initial values when scanning starts and retrieve the value when scanning is complete.

Name Type

ImprinterFormat

Valid values range from 0 to 2.

Value TWAIN Driver VRS Driver

0 or " " (empty string)

Default value.

Scanner prints single line defined by the ImprinterString property.

Default value.

Scanner prints single line defined by the ImprinterString property.

1

Scanner prints multiple lines defined by the ImprinterString property.

Not applicable. Works as format '0'.

2

Scanner prints a string composed according the scheme {String}{Index}{Suffix}

Scanner prints a string composed according the scheme {String}{Index}

ImprinterString

A string value that forms all or just prefix of resulted printed value depending of format.

ImprinterIndex

Automatic index that increments by scanner after each scanned page.

This is dependent on the ImprinterFormat used. Also retrieves the final imprinter string used.

Use this property to seed start index value before scan and to read its last value after the scan is complete.

ImprinterIndexStep

Increment between index values. Support depends on the scanner.

ImprinterIndexDigits

Maximum allowed digits in index value.

ImprinterSuffix

A suffix string that is appended to resulted printed value.

  1. On the Home page, click Form Designer > Scan Create New Job.

    The Scan Create New Job Form page appears.

  2. On the Explorer, click Processes.

    A list of processes appears.

  3. Consume the Processes to use and to associate with the form.

    Note You can only select a process map that is capture-enabled and contains a classification group. See Configure the capture properties of a process.

  4. Click either of the following:
    • Generate: To save the form.

      You cannot generate the form if the process map and the document type or folder has the same name. Ensure the process map has a different name to that of a document type or folder.

    • Generate and Release: To publish the form.

The generated form has the following format: <ProcessName>_<form type>. For example, LoanApproval_Scan where LoanApproval is the process name and Scan is the form type.

Because you can only associate a process map with one form, you cannot create a form with a process map that uses another form.

Install the Web Capture service

  1. When opening a scan enabled form for the first time, a prompt appears asking you to install the new Web Capture Service.
  2. Click Run.
  3. Select Save As to save a copy of the msi installer. The msi installer can be used for Enterprise central deployment scenarios.
  4. Refresh the page once installation completes.

    The View and Change Settings icon on the Scan Create New Job form becomes available after the page is refreshed. The Kofax Web Capture Service icon in the System Tray icons indicates if the service is running.

    Note When installing through the browser, you must have administrative rights to complete the installation. You need to install the Web Capture Service only once, and web scanning is enabled across all supported browsers.