The Job description dialog: Status settings for Transfer jobs

To access this dialog:

  1. Create or open a Transfer job description.
  2. Click Status.

Choosing which statuses to transfer is part of creating a Transfer job description. These settings specify which documents to process, based on their invoice status or batch status (depending on whether Use batch mode is selected in the General settings).

Batch statuses to process:
Approved Transfers documents or batches with Approved status. Most commonly, only Approved documents or batches are transferred.
Adjusted Transfers documents or batches with Adjusted status.

Adjusted documents are validated and complete. Normally, you do not transfer these documents. Instead, you wait until they are approved before transferring them.

Note Adjusted batches (if you are using batches) can also contain Approved documents.
Rejected Transfers documents that were rejected in Verify.

You can set up your system so that Rejected documents are sent to a separate output file.

Note Rejected batches (if you are using batches) can also contain Approved or Adjusted documents.
Complete Transfers documents or batches with Complete status.

After being interpreted, Complete documents do not normally need any operator interaction. They passed all validations and can be sent directly to an external system with a high degree of confidence.

Note Complete batches (if you are using batches) can also contain Approved, Adjusted, or Rejected invoices.
Scanned Transfers documents that are scanned but not interpreted or associated with an document definition.

All of the fields on these documents have the default settings from the document profile (rather than interpreted data). Scanned documents also contain system data such as endorser number and scan date and time.

Scanned documents are not usually transferred. However, you can transfer these documents if your external workflow requires information about documents entering the system, for example.

Note Scanned batches (if you are using batches) can also contain Approved, Adjusted, Rejected, or Complete documents.

Additional transfer settings

For each status you transfer using the Transfer module, you can define additional settings that determine what happens to the documents when they are transferred. This allows you to perform different actions on documents with different statuses. For example, you may want to transfer Approved documents and Rejected documents to separate folders for archiving purposes.

Delete transferred documents Removes invoices from the Kofax ReadSoft Entrance database when they are processed by Transfer. (Recommended.)
Keep status Maintains each documents most recent status instead of changing the status to Transferred when the document is processed by Transfer.
Keep image with output file Moves the image created by ReadSoft Entrance (depending on what is otherwise specified in the job) to the folder specified for the output under Output directory on the Output settings pane of the Transfer job description. This setting is not available if Move image files is selected first.
Move image files Moves the invoice images to a specified folder when they are transferred.