Route batches, folders, and documents

Document Routing can route an entire batch, a complete folder with its documents or individual documents within a batch to a different processing module via script programming. To route single documents and folders you first divide the parent batch into one or multiple child batches and, if needed, define the next processing module. For a child batch that does not contain folders you can also assign a different batch class and restart processing.

A sample project that shows how Document Routing can be implemented using a script is available when you install Project Builder.

Important Document Routing for an entire batch and documents within a batch can be used together with Kofax Capture 9.0. Document Routing for folders is available with Kofax Capture 9.0 Service Pack 1 and the possibility to assign a different batch class is available with Kofax Capture 9.0 Service Pack 2.
Important You cannot route a child batch to a module that is not included in the batch class queue.
Important You cannot use Document Routing for a batch class that has Kofax Capture Partial Batch Export enabled.
Note If your project has foldering enabled, the best practice is to use batch routing instead of the Kofax Capture Partial Batch Export feature. This ensures that any rejected documents are sent to Kofax Capture Quality Control, and that existing empty folders do not cause problems with the partial batch export.