Welcome > Configure Kofax AP Agility > Manage Invoice Processing > Project and field configurations > Custom fields > Configure predefined custom fields > Configure capture profiles and organizations for Custom Fields

Configure capture profiles and organizations for Custom Fields

In this example, you have four different organization, each with their own requirements. Because of this, it is necessary to create four organizations and three capture profiles. The lower number of capture profiles is because Organization 1 and Organization 4 both have the same requirements for CEO extraction, so they can share a profile.

You can configure organizations and capture profiles for custom fields by following these steps.

  1. Using the menu, navigate to Settings > Invoice Processing > Capture ProfilesSettings > Invoice Processing > Global settings > Capture Profile Settings.
  2. Select a Capture Profile from the table that is based on the required template and then click Copy.
    The Copy window appears.
  3. Enter a Profile Name and then click Save.
  4. Click Save.
    The new profile is added to the table with a unique Profile ID.
  5. Repeat steps 2 to 4 two mores times until you have three profiles.
  6. Navigate to the Settings > Organizations.
  7. Add four organizations.

    If these organizations are available already, skip this step.

  8. For each organization, select one of the Capture Profiles that you created in steps 2 to 4.
    For this example. Organizations 1 and 4 use the same Profile ID, while Organization 2 and Organization 3 use the other Profile IDs created earlier.
  9. Click Save.
    An information window appears indicating a successful save.
  10. Click Close.

    You now have four organizations and three capture profiles.