Import Settings

These are the settings for document import. They contain the mapping of values contained within the image filename and the corresponding fields in Kofax AP Agility. The parameters in this section enable data transfers between Kofax AP Agility and an upstream system.

The filename components should be separated by a configurable separator, such as an underscore. When mapping components, they are referenced by COMPONENT plus the position of the value in the file name such as COMPONENT1, COMPONENT2, and so on. For example, the file 5_128739_20190101.tif uses an underscore as the separator, and COMPONENT1 (5) is the Organization ID, COMPONENT2 (128739) is the Batch Name, and COMPONENT3 (20190101) is the Scan Date.

The following settings are available.

URN

The document unique reference number.

Scan Date

The document scan date.

Invoice Type

The document invoice type, such as PO, NO PO, and Automatic.

Destination Archive

The document destination archive.

Company Code

The invoice company code.

Input Source

The document input source, such as SCAN, EDI, or EMAIL that is populated automatically.

Organization ID

The document organization ID. This value must be mapped in a multi-organization project. If the value is not mapped, zero is used.

Batch Name
The name of the batch.
Language ID

The two character language ISO-code of the imported document.

If this option is set to EN, or an unsupported language, the default FineReader Page Recognition Profile in Transformation Designer is used to perform OCR. This profile is configured to process English and Digits.

In addition to English, the following languages are supported; CN (Chinese), JP (Japanese), KR (Korean), TH (Thai), GR (Greek), and RU (Russian).. There is a corresponding recognition profile for each of above languages, which means that documents are extracted with their language-specific recognition engine.

For more information on recognition and recognition profiles, see the Transformation Designer Help.

Separator

The component filename separator. If this value is left blank, the separator defaults to an underscore.

Date Format

The format for the date contained within the document filename. The options for this value are MMDDYYY or YYYMMDD.

The following buttons are available at the bottom of the window.

Save

Saves your changes and the window is closed.

Reload

Deletes any unsaved changes and resets the field values back to the last saved settings.