Configure the import source settings for external fax server

Integrate TotalAgility with external fax servers such as RightFax, Kofax Communication Server (KCS) and Biscom so that it can receive documents through Fax after you configure the import connection settings for emails. (See Configure the import connection settings for emails.)

Note This feature is only available inTotalAgility on-premise; it is not available in Azure environment.

  1. On the Home page, click Integration > Import Settings.

    The Import Settings page appears.

  2. Click Add Add for Import Connections.

    The Import Connection page appears.

  3. Click Add Add for Import Sources.

    The Import Source page appears.

  4. On the Type list, select External Fax Server.
  5. In the Fax Server Type field, select one of the following:
    • KCS

      Note When you send an email with an attachment using KCS as a fax server type, TotalAgility only imports the attachment of the email and cannot create a document for the email body.

    • Biscom: If you select this fax server type, provide Windows Credentials for File Share.

    • RightFax

  6. In the Display Name box, enter a unique name for the Fax server.
  7. To activate the import connection, click Yes.
  8. In the Poll Cycle in Seconds field, specify the number of seconds between the poll cycles when the import connector checks for new documents on the mail server.
  9. Enter the Host, Username and Password for the fax server.
  10. Click Test Fax Server to verify that import connector can connect to the fax server.
  11. To add a resource to monitor the import, click Configure Users.

    The Fax Users page appears.

  12. Select the users from the available list.
  13. Optionally, add an Extension for the resource.
  14. Click Yes for Include Complete Message as EML File (default: No), to import an EML file same as the original email including attachments.
  15. Click Yes for Include Complete Message as MSG File (default: No), to import an MSG file same as the original email including attachments.
  16. In the Skip Import for Files of Size (bytes) Less Than field, enter a valid file size. TotalAgility skips the conversion of files with file size less than specified in this field. If you enter 0, this field is ignored.
  17. Under VRS Processing, configure the following settings:
    1. In the Scan/VRS Profile box, consume a VRS profile from the VRS Profile box.
    2. To apply the selected VRS profile to the documents at the time of importing, click Yes for Apply Scan/VRS Profile to eDocuments. (Default: No)
  18. To store the archived documents, under Document Archiving, in the Archive Folder box, enter the path to a local folder (such as, C:\Archive) or a network folder. See Kofax TotalAgility Administrator's Guide.

    To test the archive folder, click Test Archive Folder.

  19. To send notification emails to configured email addresses when the document import process is partially successful or failed, under Notification Settings, configure the following settings:
    1. In the Reject Notification Recipient List (delimited by “;”) field, enter email addresses to which you want to send the notification. Delimit each email addresses with a semicolon.
    2. To attach the original message (in eml format) to the notification mail, click Yes for Include Complete Email Message as Attachment. (Default: No)
    3. In the Message From field, enter the email address of the sender.
    4. To verify that all the emails settings are correct, click Send a Test Notification Email to send a test mail.
  20. Select one of the following job types to associate an action with the External Fax server so that a job can be created at runtime:
    • Create New Job: Consume a process in the Process box.

    • Create New Case: Consume a case in the Case box and select one of the Expression Type from the following:

      • Regular Expression: Enter an expression to extract the case reference from a subject in the Case Reference box.

      • XSL : Enter an XML expression to extract the case reference from the XML data in the Case Reference box.

      • None: Automatically uses the job ID as the Case Reference.

    • Job In Case: Configure the Job In Case action similar to Create New Case action.

    When you use a process with a document initialization variable, a new job is created for each document. However, when you use a process with a folder initialization variable, one job is created and the documents are added to the folder.

    The Initialization Variables section lists initialization parameters for the map and document or folder variables.

  21. In the Mapping box, consume the metadata to map the email metadata to initialization variables.
  22. Click OK.

    The Import Connection page appears.

  23. Click OK for the changes to take effect.