The Synchronization Tool supports a standard, Windows-style menu bar.

File

This menu has the following options:

Load Project

The Open Project File window is displayed to browse to the project of interest.

Extended Synchronization Settings

The Extended Synchronization Settings window is displayed.

Exit

Closes the Synchronization Tool main screen.

Edit

This menu has the following options:

Add Form Type

Adds a new form type to the selected document class. The form type is added with a default name (NewFormType), but you can rename it as desired. Just right-click the new form type, select Rename, and enter the new name. The icons for the new form types are marked with an asterisk until synchronization occurs (the last step in the Synchronization Tool).

If a document class contains several form types, and you try to assign classes to a form type, then a window is displayed so you can select the Kofax Capture form type.

Add Document Class

Adds a new document class to the batch class. The document class is added with a default name (DocumentClass1), but you can rename it as desired. Just right-click the new document class, select Rename, and enter the new name. The icons for the new document classes are marked with an asterisk until synchronization occurs (the last step of the Synchronization Tool).

Delete

Deletes the selected items from the Kofax Capture Document Classes list. Only items that are not already saved to Kofax Capture can be deleted from the Synchronization Tool. (If desired, they can be directly deleted from the Administration module Batch class tree.)

Rename

Allows renaming the Kofax Capture form type. Only items that are not already saved to Kofax Capture can be renamed from the Synchronization Tool. (If desired, they can be renamed from the Administration module Batch class tree.)

Unassign Form Type

Removes the mapping of the assigned form type. If there are any child classes, a message box is shown. If you click Yes the mapping is removed recursively. Click No if you only want to delete the mapping for the selected class.

Assign Selected Classes

Assigns the selected Kofax Capture form type to the selected class. If there are any child classes, a message box is shown. If you click Yes the form type is assigned recursively to all the classes in that part of the tree. Click No if you only want to assign the selected class.

Help

This menu has the following options:

Content

Accesses the Synchronization Tool Help.

About

Opens the About window.