Set up foldering

Batches contain documents made up of multiple pages, or single loose pages. Sometimes this is not enough to reflect the structure of data being processed by Kofax Transformation Modules. For example, documents dealing with the same suppliers can be grouped in folders. Then the resulting batch has a folder for each supplier containing the documents for this supplier only.

Foldering enables a batch to be sorted to folders based on scripted criteria. Foldering occurs automatically during server processing after classification and extraction are performed. This is because the extraction results are needed to determine what folder a document is sorted into, or if a new folder needs to be created.

Folders are created according to a defined folder hierarchy that is set up in the Project Tree. Folders normally contain documents, but in some cases a folder may also contain other folders. For the folder hierarchy Kofax Transformation Modules supports for each folder level one subfolder level. For example, documents can be sorted by their supplier and within each supplier the documents can be sorted by the purchase order number, so that all documents that have a purchase order number are grouped and those that have no purchase order number. Furthermore, folders may have fields, similar to those associated with documents.

In addition to the automatic folder generation via script, you can add folders manually in Project Builder on a default document subset. You can add them for a test or benchmark set for test purposes and to set up your golden files. However, manually created folders cannot be used in server processing.

Tip Select Allow Batch Editing from the extended synchronization settings in the Kofax Transformation Modules - Synchronization Tool so the batch can be changed in Validation. For example, it may be necessary to create a new folder manually and move unclassified documents from the root folder to the new folder.
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.

You can configure foldering by following these steps:

  1. Enable foldering for your project.
  2. Optionally, add a folder to the folder hierarchy in the Project Tree.
  3. Optionally, add folder fields and validation rules for folder fields.
  4. Optionally, configure the validation form for each folder and its fields.
  5. Add a script that creates the folders according to the defined folder hierarchy, that moves the documents to those folders, and that computes the content for folder fields.

    You can either test the script in Project Builder by running automatic foldering in the Hierarchy view of a default test or benchmark set in the Documents window or in the Edit Batch mode in Test Validation.

  6. Test your folder validation form and the defined validation rules using Test Validation.
  7. Save the changes to your project.