Configuring the Interpret job to process email

To run Kofax ReadSoft Invoices with ReadSoft Collector, you must configure the Interpret job description to process the files created by the ReadSoft Collector server module. Note that both image and XML based invoices can be processed in the same job this way.

Note: To be able to do this, ReadSoft Collector must be installed separately on all computers where any Kofax ReadSoft Invoices modules are installed. A separate installation package must be downloaded for it.

Using the Kofax ReadSoft Invoices Manager or Interpret module, open or create the job that you configured to process emailed invoices using ReadSoft Collector.

In the Interpret > Source settings of the dialog that is displayed, select Data source extension as the invoice source.
Select ReadSoft Collector in the drop-down list.
Click Configure.

1. The ReadSoft Collector job configuration dialog is displayed:

   • On the Input source tab, select the desired input source from the drop-down list. If the list is empty, or the appropriate input source is not included, you can create a new one .

   • Optional: Also on the Input source tab under How to handle emails when they contain attached emails, select Move emails to error folder  if you want to move emails to the error folder when they contain emails as attachments. If not selected, the email itself is processed, but attached emails are ignored.

   • Treat each email attachment as a separate invoice or Treat the entire email as a single invoice (including all attachments)

   • Including the body text of an email as an appendix to the invoice.

   • Specifying which email attachment types are acceptable and which should be ignored.

   • Adding information to processed invoices with user-defined variables.

   • Ignore attachments that are larger than a specified size

   • Click Settings to:

     • Specify where images or attachments are saved.

     • Specify or manage input source configurations

     • Specify or manage logging configurations

Click OK to close the dialogs. Save your changes if prompted to do so.

Note

• • A Kofax ReadSoft Invoices Interpret job that is configured to process email using ReadSoft Collector can handle both image and XML-based invoices that are included as attachments but not in the same email.  That is, you can have emails with XML attachments, or you can have emails with image file attachments, but you cannot have both XML and image files in the same email.
• The Transfer job description also needs adjustment. See "Specify what happens to reference files during transfer" topic in Invoices help for information.

Related topic

Specifying an input source for an Interpret job