KofaxControlSuite Help
×
  • Welcome to Kofax ControlSuite
  • Install and Configure ControlSuite
    • ControlSuite overview
      • Equitrac overview
      • AutoStore overview
      • Output Manager overview
      • Business Connect overview
    • Preparing to install ControlSuite
    • Security Framework Service and Datacenters
      • Understanding Security Framework Datacenters
      • Configure Security Framework servers
      • Reset the Security Framework Service password
      • Remove a live Security Framework Service node
        • Remove a node in Configuration Assistant
        • Security client configuration utility
    • Security Framework Service and SQL Database
      • Caching
      • Upgrade to SQL database
        • Upgrade AutoStore to SQLite
    • Single Server Deployment
      • Single server deployment guidelines
      • Performance impacts
    • CAS transaction performance
    • Installing ControlSuite
      • ControlSuite installation overview
        • Install ControlSuite in a production environment
        • Install ControlSuite in a demo environment
      • Equitrac installation overview
        • Install Equitrac in a production environment
        • Install Equitrac in a demo environment
        • Add Equitrac server components to an existing Equitrac environment
        • Upgrade Equitrac
        • Equitrac print submission high availability for DRE
          • Print submission high availability
          • High availability for DRE options
          • Network load balancer
            • Client and server network printing protocols
            • Client workstation traffic flow
            • DRE considerations
            • Layer 4 load balancing
            • Add the IP address variable
            • Add environment variable
          • Load balancing IPP print queues
          • Load balancing SMB print queues
          • Load balancing LPD print queues
        • Equitrac print release high availability
          • Print release HA configuration workflow
          • Network load balancer
            • Load balancing for print release
            • Configure a virtual service
            • Create a DNS record
            • Add a loopback adapter
            • Add the IP address variable
            • Configure weak host model commands
            • Print release high availability server deployment
          • Install DCE in an high availability setup
          • Configure certificate pinning
          • Monitor DCE health in a cluster
      • AutoStore installation overview
        • Install AutoStore in a production environment
        • Install AutoStore in a demo environment
      • Output Manager installation overview
        • Install Output Manager in a production environment
        • Install Output Manager in a demo environment
        • Install the Output Manager Web Console
        • Install the Output Manager Web Kiosk
        • Output Manager in a high availability environment
          • Install Output Manager for high availability
          • Install the Output Manager Web Console for high availability
          • Install the Output Manager Web Kiosk for high availability
        • SAP NetWeaver integration
          • Establish communication between SAP and Output Manager
          • Remote Function Call mode
            • Create the Remote Function Call connection
            • Create the Real Output Management System
            • Create the Logical Output Management System
          • Command line mode
            • Create the Real Output Management System
            • Create the Logical Output Management System
            • Configure operating system commands
          • Switch tasking modes
          • Create output devices
          • Register Output Manager
          • Configure Output Manager
        • Upgrade an Output Manager database on a remote SQL instance
      • Business Connect installation
        • Configure Business Connect for high availability
          • Configure the primary server
          • Configure the secondary server
      • Device Registration Service overview
        • Device Registration Service installation overview
        • Upgrading Device Registration Service
          • Upgrading Device Registration Service for a remote database
          • Database Upgrade Tool
        • Configure DRS
          • Using DRS Authentication Key
          • Configure AutoStore to work with a remote DRS server for Konica Minolta devices
        • How to start Device Registration Service
        • Migrating device configurations
      • Device Web Service installation overview
      • Advanced manual install
      • Install ControlSuite on multiple nodes
      • Create an offline installation package
    • ControlSuite component high availability support
    • Upgrading ControlSuite
      • Planning an upgrade
      • Prepare for an upgrade
      • Upgrade legacy version
      • Upgrade previous versions
      • Upgrade issues
      • Multi-server phased upgrade
      • ControlSuite versioning
    • Register ControlSuite in Azure Active Directory
      • Register a single-page application redirect URL in Azure AD
      • Register the Universal Print application manually in Azure AD
    • Silent installation and configuration
      • Run Install Assistant in silent mode
      • Run Configuration Assistant in silent mode
      • Configure Azure SQL for Equitrac in silent mode
      • Configure Universal Print in silent mode
    • Configuring ControlSuite
      • Modify databases
      • Configure Output Manager for high availability
      • Configure Output Manager with SAP in a high availability environment
      • Configure Microsoft 365 for Output Manager
        • Create a Microsoft 365 application
        • Configure the Microsoft 365 application for ControlSuite
      • Configure Output Manager with Chromebook
    • Licensing ControlSuite
      • Licensing AutoStore
    • Uninstall ControlSuite
      • Remove Configuration Data
  • System Requirements
    • Equitrac Requirements
    • AutoStore Requirements
    • Output Manager Requirements
    • Business Connect Requirements
    • Device Registration Service (DRS) Requirements
    • Device Web Server (DWS) Requirements
    • License Server Requirements
  • Communication Ports
    • ControlSuite core communication ports
    • Equitrac communication ports
    • AutoStore communication ports
    • Output Manager communication ports
    • DRS and Client communication ports
    • Business Connect communication ports
  • Integrations
    • Send documents from capture to print management
      • AutoStore to ControlSuite print management via Process
        • Create a new task
        • Add components
        • Create a new workflow
        • General settings
        • Print Settings
        • Properties
        • Route the print job
      • AutoStore to ControlSuite print management via Route
        • Configure Server Manager in AutoStore
        • Create a new task
        • Add components
        • Create a new workflow
        • General settings
        • Print Settings
        • Properties
    • Send documents from capture to mobile
      • Configure Server Manager in AutoStore
      • Create a new workflow
      • General settings
      • Print Settings
      • Properties
    • Send documents from mobile to other ControlSuite components
      • Configure Server Manager in AutoStore
      • Configure Business Connect Server Configuration Manager - Printing Services tab
      • Configure Business Connect Server Configuration Manager - Web Server tab
      • Create a new task
      • Add components
      • Create a new workflow
      • Transforming the document
      • General settings
      • Print Settings
      • Properties
      • Route the print job
    • Send documents from print management and mobile to capture
      • Create a new rule set
      • Create a rule to add a watermark
      • Create a rule to add a stamp
      • Create a rule to send to AutoStore
      • Add the Equitrac rule to the Equitrac source
    • Send documents from print management to output management
      • Create a new rule set
      • Create a rule to add a watermark
      • Create a rule to add a stamp
      • Create a new rule to send to Output Manager
      • Add the Equitrac rule to the Equitrac source
    • Send documents from output management to capture
      • Create an AutoStore task to route a document to a folder
      • Configure the AutoStore workflow
      • Create an Output Manager destination
      • Delete existing sources
      • Create a new source
    • Send documents from output management to print management
      • Release Output Manager documents at Equitrac endpoints
      • Create an Output Manager destination
      • Delete existing sources
      • Create a new source
    • Send documents from the output management to mobile
      • Create an AutoStore task to route to Business Connect
      • Configure the Print Job Submission eConnector component
      • Create an Output Manager destination
      • Delete existing sources
      • Create a new source
  • AutoStore
    • AutoStore overview
      • Introduction
      • What is AutoStore?
      • AutoStore server architecture
        • Required components
      • AutoStore object model
        • Configurations
        • Components
        • Tasks
        • Workflows
      • AutoStore Applications and Tools
        • AutoStore Process Designer
        • License Manager
        • Status Monitor
        • Service Manager
        • AutoCapture
        • WebCapture
        • Help
      • Runtime Replacement Tags (RRTs)
        • RRT Syntax
        • How RRTs work
        • Using RRTs
        • System RRTs
        • Windows RRT
        • Encrypted Field RRTs
      • General settings
        • TLS connection settings
        • Certificate Manager
        • Registry settings
    • AutoStore Process Designer
      • Welcome to AutoStore Process Designer
      • Using AutoStore Process Designer
        • Start AutoStore Process Designer
        • Working with configurations
          • Create a new configuration
          • Use a template to create a new configuration
          • Open an existing configuration file
          • Save a configuration file
          • Close a configuration file
        • Working with tasks
          • Add a task to a configuration
          • Add tasks from a template
          • Edit tasks in a configuration
          • Edit task properties
          • Delete a task from a configuration
        • Working with components in a task
          • Select a component
          • Add a component to a task
          • Edit component properties
          • Remove a component from a task
        • Working with configuration templates
          • Create a configuration template
          • Save selected tasks to a template file
          • Create a configuration from a template
          • Add tasks from a template to a configuration
          • Verify or change the AutoStore template directory
        • Running processes in AutoStore Process Designer
          • Run the currently open configuration
          • Stop running a configuration
          • Restart the running configuration
          • Change the default configuration run by AutoStore
          • Monitor, isolate, or disable a component that is creating issues
          • Isolate or disable a task that is creating issues
      • AutoStore Process Designer user interface
        • APD Options dialog box
        • Task Properties dialog box
        • Isolated Component Properties dialog box
        • Isolated Task Properties dialog box
        • Ribbon
          • File menu
          • Home tab
          • View tab
    • Capture Components
      • AutoCapture
        • Welcome to AutoCapture Server component
        • Getting started
          • Feature highlights
          • Licensing AutoCapture Server
          • Using the AutoCapture Server component
          • Installing AutoCapture client
        • Configuring Autocapture Server
          • Menu tab
            • Adding a Group, Menu, Form, or Action
              • Group
              • Menu
              • Form
                • Backend Browser dialog box
                • Boolean Properties dialog box
                • Button
                • Date/Time Properties dialog box
                • DB Lookup dialog box
                  • General SQL syntax
                • Label Properties dialog box
                • Number Properties dialog box
                • String Properties dialog box
                • String List Properties dialog box
                • String Multiline Properties dialog box
                • OpenScan SnapIt
                  • Regular Expression
                • AutoCapture XML Schema
                • AutoCapture Default XSLT Style Sheet (AC.xslt)
              • Action
              • Use a backend browse field
            • Editing a Group, Menu, Form, or Action
            • Remove a Group, Menu, Form, or Action
          • Preferences tab
          • AutoCapture Component RRTs
        • VBScript interface
          • AutoCapture Server events
            • Form_OnLoad event
            • Form_OnValidate event
            • Field_OnChange event
            • Field_OnValidate event
            • Button_OnClick event
          • AutoCapture Server objects
            • Form object
              • GetFieldValue method
              • SetFieldValue method
              • StatusMsg method
              • ErrorMsg method
              • WarningMsg method
              • TraceMsg method
            • Fields object
            • BooleanField object
            • DateField object
            • LabelField object
            • ListField object
              • AddListItem method
            • NumberField object
            • StringField object
        • Restrictions and limitations
        • Troubleshooting tips
      • Batch Importer
        • Welcome to the Batch Importer component
        • Getting started
          • Feature highlights
          • Using Batch Importer
        • Configuring Batch Importer
          • Workspace tab
          • Field Setting tab
          • Component Settings tab
        • Component RRTs
        • Troubleshooting tips
        • Restrictions and limitations
      • POP3 Email
        • Welcome to the POP3 eMail component
        • Getting started
          • Feature highlights
          • Use the POP3 eMail component
          • Use Modern Authentication / OAuth2 and Token Vault
        • Configuring the POP3 eMail component
          • General tab
          • Component Setting tab
          • POP3 eMail component RRTs
        • Configuring Modern Authentication / OAuth2
          • Register a Microsoft 365 application for Token Vault
          • Set the permissions of the Microsoft 365 application
          • Register a Microsoft 365 authorization provider
          • Authorize the Authorization Provider
          • Configure the component
          • End user authorization
        • Troubleshooting tips
          • Verify the connection to a POP3 mail server
        • Restrictions and limitations
      • FTP Poll
        • Welcome to the FTP Poll component
        • Getting started
          • Feature highlights
          • Using the FTP Poll component
        • Configuring the FTP Poll component
          • Main component window
          • Add/Edit FTP Site dialog box
            • General tab
            • FTP tab
              • Folder Path dialog box
            • Files tab
            • Schedule tab
            • Components tab
            • Advanced tab
          • FTP Poll component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • HP MFP/Digital Sender (OXPd)
        • Welcome to the HP MFP/Digital Sender (OXPd) component
        • Getting started
          • Device setup
            • Prerequisites for installation
            • Using HP Web Jetadmin to install the component
              • Uninstall using HP Web Jetadmin
              • Create groups
              • Add a device to a group
              • Import Solution Installer and Chai & OXPd components
              • Import Authentication Agent components
              • Create and use templates for installation
              • Apply installation templates
              • Using templates for uninstallation
            • Solution Installer
              • Installation using Solution Installer
            • Configure OXPd to work with an AutoStore server
            • Configure the authentication agent
          • Using the OXPd component: Configuring the workflow
        • Configuring the HP OXPd Capture component
          • General tab
            • Group
            • Application
            • Menu
            • Form
              • Text field
              • List field
              • Numeric field
              • Label field
              • Date Time field
                • Custom Date/Time format strings
          • Preferences tab
          • RRT Format tab
          • Authentication tab
            • LDAP Lookup Settings dialog box
            • Obtain an SSL certificate
          • HP MFP/Digital Sender (OXP) component RRTs
        • Troubleshooting tips
      • IMAP Capture
        • Welcome to IMAP Capture
        • Getting started
          • Feature highlights
          • Use the IMAP Capture component
          • Use Modern Authentication / OAuth2 and Token Vault
        • Configuring the IMAP Capture component
          • IMAP Capture main configuration window
            • IMAP Account Settings dialog box
            • Email Class Configuration dialog box
              • General tab
                • Custom Query
              • Components tab
          • Component RRTs
        • Configuring Modern Authentication / OAuth2
          • Register a Microsoft 365 application
          • Set the permissions of the Microsoft 365 application
          • Register a Microsoft 365 authorization provider
          • Authorize the Authorization Provider
          • Configure the component
          • End user authorization
        • Restrictions and limitations
        • Troubleshooting tips
      • Interactive Capture
        • Welcome to the Interactive Capture component
        • Getting started
          • Feature highlights
          • Web user interface
          • Use the Interactive Capture component
            • Use the dynamic form
        • Configuring the Interactive Capture component
          • Interactive Capture dialog box
            • Menus tab
              • Forms
                • General tab
                • Fields tab
                  • Backend Browser field
                  • Button field
                  • Check Box field
                  • Date field
                  • Label field
                  • List field
                  • Lookup List field
                    • General SQL syntax
                  • Numeric field
                  • Popup Input field
                  • Popup Message field
                  • Signature field
                  • Text field
                  • Tree field
                    • Add/Edit Tree Item dialog box
                  • Extended Field Properties
                • Components tab
                • Send To Email Fields tab
                • Send to Folder Fields tab
                • Send to SharePoint tab
              • Menu Properties dialog box
              • Save Form as Template dialog box
              • Create Form from Template dialog box
              • Use a backend browse field
            • Preferences tab
              • Extended Field Property Manager
            • Authentication tab
              • Authentication Fields dialog box
              • LDAP Lookup Settings dialog box
            • Mobile Server tab
          • Script Editor
          • Custom Styling in Interactive Capture
            • Multi-column support for fields
          • Interaction through WCF endpoint
          • Licensing the Interactive Capture component
          • Interactive Capture component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Knowledge Package Loader Capture
        • Welcome to Knowledge Package Loader Capture component
        • Getting started
          • Feature highlights
          • Using Knowledge Package Loader Capture
        • Configuring Knowledge Package Loader Capture
          • General tab
          • Components tab
          • Knowledge Package Loader Capture component RRTs
        • Troubleshooting tips
        • Restrictions and limitations
      • Konica Minolta iOption
        • Welcome to Konica Minolta iOption
        • Device setup and configuration prerequisites
        • Supported devices
        • Using the Konica Minolta iOption component
          • Managing groups
            • Adding and editing groups
            • Menus in a group
            • Adding and editing forms in a group
          • Configure Konica Minolta iOption preferences
          • Configuring authentication
        • Konica Minolta iOption settings
          • Groups tab
            • Group Settings dialog box
            • Menu Properties dialog box
            • Forms
              • Basic form
                • General tab (Form Settings)
                  • Scanning Settings
                • Fields tab (Form Settings)
                • Components tab (Form Settings)
              • Email form
              • Folder form
              • SharePoint form
              • Field types
                • Button field options
                • Checkbox field options
                • Date field options
                  • Date formats
                • Label field options
                • List field options
                • Lookup List field options
                  • General SQL syntax
                • Numeric field options
                • Text field options
                • Tree field options
                  • Add/Edit Tree Item dialog box
                • Form template dialog boxes
          • Preferences tab
          • Authentication tab
            • LDAP Lookup Settings dialog box
            • Authentication Prompts dialog box
          • Device Registration tab
        • Konica Minolta iOption component RRTs
        • Troubleshooting tips
      • Konica Minolta MFP
        • Welcome to Konica Minolta MFP
        • Device setup and configuration
          • Set up device connectivity
          • Scanning a document from a Konica Minolta MFP
          • Remove applications from a Konica Minolta MFP
          • Remove an MFP from Device Manager
        • Supported devices
        • Using the Konica Minolta MFP component
          • Adding icons to a task
            • Add an icon to a task
            • Edit or remove icons in a task
            • Configure an image
        • Adding and Editing a Group of Devices
        • Configure the Konica Minolta MFP component
          • General tab
            • Group Settings dialog box
            • Menu options
            • Forms
              • Basic form
              • Email form
              • SharePoint form
              • Smarticket form
              • Shared form
              • Field types
                • Text field options
                • Numeric field options
                • Date/Time field options
                  • Custom date and time format strings
                • List field options
                • Label field options
                • Tree field options
                • Folder Browser field options
                • Database Lookup field options
                  • General SQL syntax
                • Checkbox field options
          • Preferences tab
          • RRT Format tab
          • Authentication tab
            • LDAP Lookup Settings dialog box
        • Component RRTs
        • Troubleshooting tips
          • Display missing icons for Konica Minolta menus and forms
      • Multi-Poll
        • Welcome to the Multi-Poll component
        • Getting started
          • Feature highlights
          • Using the Multi-Poll component
            • Configuration walkthrough
        • Configuring the Multi-Poll component
          • Description of the search engine
          • Folders tab
          • Configurations tab
          • RRTs' Format tab
            • Custom date-time format strings
          • Misc tab
          • Multi-Poll component RRTs
        • Restrictions and limitations
      • MFD Capture
        • Welcome to MFD Capture
        • Getting started
        • Settings
          • Groups tab
            • Group Settings dialog box
            • Menu properties dialog box
            • Forms
              • Basic form settings
                • General tab (Form Settings dialog box)
                  • Scan settings
                • Fields tab (Form Settings dialog box)
                • Components tab (Form Settings dialog box)
              • Email form
              • Folder form
              • SharePoint form
              • Field types
                • Button field options
                • Checkbox field options
                • Date field options
                  • Date formats
                • Label field options
                • Lookup List field options
                • Text field options
                • Tree field options
                  • Add/Edit Tree Item dialog box
                • Form template dialog boxes
          • Preferences tab
          • Authentication tab
            • LDAP Lookup Settings dialog box
            • Authentication Prompts dialog box
        • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Ricoh ESA
        • Welcome to the Ricoh ESA component
        • Device setup and configuration
          • Supported devices for Ricoh ESA
          • Using this component
          • Install the Ricoh ESA component
            • Install JavaTM platform
            • Install AutoStoreXlet
          • Using the Ricoh ESA component
          • Configuring the Ricoh ESA component
          • Uninstalling the Ricoh ESA component
        • Ricoh ESA settings
          • Menu tab
            • Group dialog box
            • Menu dialog box
            • Forms
              • Form dialog box
              • Email Form dialog box
              • SharePoint Form dialog box
              • Field types
                • Boolean field
                • Button field
                • Database Lookup field
                  • General SQL syntax
                • DateTime field
                  • Custom date and time format strings
                • Folder Browse field
                • Label field
                • Number field
                • String field
                • String List field
          • Preferences tab
          • Authentication tab
            • Authentication types
          • LDAP tab
          • Device Registration tab
        • VBScript Reference
          • Events
            • Authenticate event
            • Button_OnClick event
            • FieldName event
            • Field_OnChanged event
            • Field_OnScan event
            • Form_OnLoad event
            • CardLogin event
            • CardLogout event
            • GetUserMemberships event
            • ScanJobTransferFailure event
          • Form object
            • Properties
            • Methods
              • GetFieldValue method
              • SetFieldEnabled method
              • SetFieldValue method
              • SetFieldVisible method
              • SetScanAttributes method
              • UpdateBooleanField method
              • UpdateDateField method
              • UpdateFolderBrowseField method
              • UpdateLabelField method
              • UpdateListField method
              • UpdateNumberField method
              • UpdateStringField method
            • Messages
        • Ricoh ESA component RRTs
        • Troubleshooting tips
        • Restrictions and limitations
      • Ricoh Desktop SF
        • Welcome to the Ricoh Desktop SF
        • Getting started
          • Supported devices
          • Installing and configuring the Ricoh Client software
            • Install Ricoh Client software
            • Determine the Workflow server address
            • Configure the Ricoh Desktop SF Component to use the Workflow Server
            • Assign a solution ID to the AutoStore client
            • Configure AutoStore Authentication on Ricoh Desktop SF
            • Test Ricoh Desktop SF
        • Ricoh Desktop SF settings
          • General tab
            • Group
            • Menu
            • Form
            • Shared Form
            • Field types
              • Date Time field
                • Custom DateTime format strings
              • Integer field
              • List field
              • Numeric field
              • Text field
              • Tree field
          • Preferences tab
          • RRT Format tab
          • Authentication tab
            • LDAP Lookup Settings dialog box
            • Obtaining an SSL certificate
          • Application dialog box
        • Ricoh Desktop SF component RRTs
        • Troubleshooting tips
        • Restrictions and limitations
      • Ricoh SOP
        • Welcome to Ricoh SOP
        • Supported devices
        • Using the Ricoh SOP component
          • Managing groups
            • Adding and editing groups
            • Menus in a group
            • Adding and editing forms in a group
          • Configure Ricoh SOP preferences
          • Configuring authentication
        • Ricoh SOP settings
          • Groups tab
            • Group Settings dialog box
            • Menu Properties dialog box
            • Forms
              • Basic form
                • General tab (Form Settings)
                  • Scanning Settings
                • Fields tab (Form Settings)
                • Components tab (Form Settings)
              • Email form
              • Folder form
              • SharePoint form
              • Field types
                • Button field options
                • Checkbox field options
                • Date field options
                  • Date formats
                • Label field options
                • List field options
                • Lookup List field options
                  • General SQL syntax
                • Numeric field options
                • Text field options
                • Tree field options
                  • Add/Edit Tree Item dialog box
              • Form template dialog boxes
          • Preferences tab
          • Authentication tab
            • LDAP Lookup Settings dialog box
            • Authentication Prompts dialog box
        • Ricoh SOP component RRTs
      • RightFax Capture
        • Welcome to RightFax Capture
        • Getting started
          • Feature highlights
          • Use RightFax Capture
        • Configuring RightFax Capture
          • General tab
          • Received Faxes tab
          • Sent Faxes tab
          • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Samsung SmartUX
        • Welcome to Samsung SmartUX
        • Getting Started
          • Component features
          • Using the Samsung SmartUX component
        • Configure component settings
          • Managing groups
            • Adding groups
            • Editing groups
            • Enabling group level authentication
          • Managing menus
            • Add a menu
          • Managing forms
            • Add a basic form
            • Restrict access to a forms on a menu
            • Add a dynamic form
            • Add fields to a form
            • Configure process and route components
            • Add a Send to Email form
            • Add a Send to Folder form
            • Add a Send to SharePoint form
            • Create a form template
            • Add a form from a template
          • Enable authentication
        • Configure Samsung SmartUX preferences
        • Settings
          • Groups tab
            • Group Settings dialog box
            • Menu properties dialog box
            • Forms
              • Basic form settings
                • General tab (Form Settings dialog box)
                  • Scanning Settings
                • Fields tab (Form Settings dialog box)
                • Components tab (Form Settings dialog box)
              • Email form
              • Folder form
              • SharePoint form
              • Field types
                • Button field options
                • Checkbox field options
                • Date field options
                  • Date formats
                • Label field options
                • List field options
                • Lookup List field options
                  • General SQL Syntax
                • Numeric field options
                • Text field options
                • Tree field options
                  • Add/Edit Tree Item dialog box
              • Form template dialog boxes
          • Preferences tab
          • Authentication tab
            • LDAP Lookup Settings dialog box
            • Authentication Prompts dialog box
        • Component RRTs
        • Troubleshooting tips
      • SFTP Poll
        • Welcome to the SFTP Poll component
        • Getting started
          • Feature highlights
          • Using the SFTP Poll component
        • Configuring the SFTP Poll component
          • Main window
            • Add/Edit SFTP Site dialog box
              • General tab
              • SFTP tab
              • Files tab
              • Schedule tab
              • Components tab
              • Advanced tab
          • SFTP Poll component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Sharp MFP (OSA)
        • Welcome to the Sharp MFP (OSA) component
        • Feature highlights
        • Use the Sharp MFP component
        • Configuring the Sharp MFP Capture component
          • Groups tab
            • Group Settings dialog box
            • Adding and editing forms in a group
              • Basic Form Settings dialog box
              • Send to Email form
              • Folder Form Settings
              • Using form templates
                • Create a form template
                • Create a form from a template
              • Field types
                • Checkbox field
                • List field
                • Text field
                • Tree field
          • Preferences tab
          • Authentication tab
          • Sharp MFP (OSA) component RRTs
        • Device setup and configuration
          • Configuring the device to connect to a Sharp OSA web application
          • Scanning a document from the device
        • Restrictions and limitations
        • Troubleshooting tips
      • SMTP Capture
        • Welcome to SMTP capture component
        • Getting started
          • Feature highlights
          • Using SMTP capture component
        • Configuring the SMTP capture component
          • SMTP Subjects tab
            • Subject Configurations dialog box
              • Examples of expression matching
          • SMTP Gateway tab
          • Security tab
          • Preferences tab
            • Certification Configuration dialog box
          • SMTP Capture component RRTs
        • Troubleshooting tips
        • Restrictions and limitations
      • Toshiba Unified Client
        • Welcome to the Kofax Unified Client for Toshiba v 1.0 component
        • Getting Started
          • Component features
          • Using the Kofax Unified Client for Toshiba v 1.0 component
        • Configure component settings
          • Managing groups
            • Adding groups
            • Editing groups
            • Enabling group level authentication
          • Managing menus
            • Add a menu
          • Managing forms
            • Add a basic form
            • Restrict access to a forms on a menu
            • Add a dynamic form
            • Add fields to a form
            • Configure process and route components
            • Add a Send to Email form
            • Add a Send to Folder form
            • Add a Send to SharePoint form
            • Create a form template
            • Add a form from a template
          • Enable authentication
        • Configure Kofax Unified Client for Toshiba v 1.0 preferences
        • Settings
          • Groups tab
            • Group Settings dialog box
            • Menu properties dialog box
            • Forms
              • Basic form settings
                • General tab (Form Settings dialog box)
                  • Scanning Settings
                • Fields tab (Form Settings dialog box)
                • Components tab (Form Settings dialog box)
              • Email form
              • Folder form
              • SharePoint form
              • Field types
                • Button field options
                • Checkbox field options
                • Date field options
                  • Date formats
                • Label field options
                • List field options
                • Lookup List field options
                  • General SQL Syntax
                • Numeric field options
                • Text field options
                • Tree field options
                  • Add/Edit Tree Item dialog box
              • Form template dialog boxes
          • Preferences tab
          • Authentication tab
            • LDAP Lookup Settings dialog box
            • Authentication Prompts dialog box
      • Workflow Job Submission
        • Welcome to Workflow Job Submission
        • Getting started
          • Feature highlights
          • Using Workflow Job Submission
        • Configuring the Workflow Job Submission component
          • Workflows tab
            • Workflow Definition dialog box
        • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Web Capture
        • Welcome to the Web Capture component
        • Getting started
          • Feature highlights
          • Web user interface
          • Use the Web Capture component
            • Use the dynamic form
        • Configuring the Web Capture component
          • Web Capture dialog box
            • Menus tab
              • Forms
                • General tab
                • Fields tab
                  • Backend Browser field
                  • Button field
                  • Check Box field
                  • Date field
                  • Label field
                  • List field
                  • Lookup List field
                    • General SQL syntax
                  • Numeric field
                  • Popup Input field
                  • Popup Message field
                  • Signature field
                  • Text field
                  • Tree field
                    • Add/Edit Tree Item dialog box
                  • Extended Field Properties
                • Components tab
                • Send To Email Fields tab
                • Send to Folder Fields tab
                • Send to SharePoint tab
              • Menu Properties dialog box
              • Save Form as Template dialog box
              • Create Form from Template dialog box
              • Use a backend browse field
            • Preferences tab
              • Extended Field Property Manager
            • Authentication tab
              • Authentication Fields dialog box
              • LDAP Lookup Settings dialog box
            • Mobile Server tab
          • Script Editor
          • Custom Styling in Web Capture
          • Interaction through WCF endpoint
          • Licensing the Web Capture component
          • Web Capture component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Unified Client
        • Welcome to Unified Client
        • Supported devices
        • Scripting overview
          • Scripting samples
            • CSV samples
            • LDAP samples
            • SQL samples
        • Configuring authentication
          • Custom Scripting authentication
          • Optional
            • LDAP Lookup Settings dialog box
            • Integration with MFP authentication
          • Managing groups
            • Adding and editing groups
        • Unified Client settings
          • Groups tab
            • Group Settings dialog box
            • Menu Properties dialog box
            • Forms
              • Basic form
                • General tab (Form Settings)
                  • Configuring the Scanning Settings
                    • Brother Scanning Settings
                      • Scanning Settings
                    • Canon Scanning Settings
                      • Scanning Settings
                    • Fujifilm Scanning Settings
                      • Scanning settings
                    • HP Scanning Settings
                      • Scanning settings
                    • Konica Minolta Scanning Settings
                      • Scanning settings in AutoStore
                    • Lexmark Scanning Settings
                      • Scanning settings
                    • Ricoh SOP Scanning Settings
                      • Scanning Settings
                    • Samsung UX Scanning Settings
                      • Scanning Settings
                    • Simulator Scanning Settings
                      • Scanning settings
                    • Toshiba Scanning Settings
                      • Scanning Settings
                    • Xerox scanning settings
                      • Scanning settings
                      • Scanning settings constraints
                • Fields tab (Form Settings)
                • Components tab (Form Settings)
              • DocuShare form
              • Email form
              • Folder form
              • SharePoint form
              • Field types
                • Button field options
                • Checkbox field options
                • Date field options
                  • Date formats
                • Label field options
                • List field options
                • Lookup List field options
                  • General SQL syntax
                • Numeric field options
                • Text field options
                • Tree field options
                  • Add/Edit Tree Item dialog box
              • Form template dialog boxes
              • Restrictions
          • Preferences tab
          • Authentication tab
            • LDAP Lookup Settings dialog box
            • Authentication Prompts dialog box
            • User Attribute Retrieval from Azure Active Directory dialog box
        • Configuring Modern Authentication / OAuth2
          • Register a Microsoft 365 application
          • Set the permissions of the Microsoft 365 application
          • Register a Microsoft 365 authorization provider
          • Authorize the Authorization Provider
          • Configure the component
          • End user authorization
          • Configure Application access mode
          • Set the permissions of the Microsoft 365 application for tenants
          • Configure Application access mode in AutoStore Process Designer
        • Unified Client component RRTs
        • Unified Client communication ports
      • Universal Capture
        • Welcome to Universal Capture Component
        • Getting started
        • Configuring the Universal Capture component
          • General tab
          • RRT manager tab
            • How to add a new Document Class
          • Components tab
          • Universal Capture Component RRTs
        • Authentication methods
        • Restrictions and limitations
        • Troubleshooting tips
    • Process Components
      • Barcode
        • Welcome to the Barcode component
        • Getting started
          • Feature highlights
          • Use the Barcode component
        • Configuring the Barcode component
          • General tab
            • Setup Zoned Barcodes dialog box
            • Scripts List dialog box
              • Script Properties dialog box
                • Script Editor
                • Script Variable dialog box
              • Script examples
                • Splitting example #1
                • Splitting example #2
                • Splitting example #3
          • Field Values tab
            • Barcode Location dialog box
          • Advanced tab
            • PDF color and compression
            • PDF rasterization quality
            • Additional options of document splitting
            • Enhance barcodes detection
              • Despeckle filter
              • OCR resolution filter
              • Fill gaps less than filter
              • Dilate black pixels filter
              • Dilate white pixels filter
              • Detect Best Settings dialog box
              • Detected Preprocessing Options dialog box
        • Component RRTs
          • Global set RRTs
          • Named set RRTs
          • Barcode script RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Bates Stamp
        • Welcome to Bates Stamp
        • Getting started
          • Feature Highlights
          • Using Bates Stamp
        • Configuring Bates Stamp
          • General Tab
            • Bates Stamp Server Administration Dialog Box
              • Stamps Tab
                • Stamp Properties
                • Stamp Elements
                • Stamp Element Properties
                • Text Macros
                • Preview Stamp
                • Request Properties
              • Stamp Groups Tab
                • Stamp Group Properties Dialog Box
                • Group Stamps Dialog Box
              • Users Tab
                • User Properties Dialog Box
                • User Groups Dialog Box
          • Stamp Tab
          • Font Tab
          • Position Tab
            • Select Zone Dialog Box
          • Preview
        • Component RRTs
        • Restrictions and Limitations
        • Troubleshooting Tips
      • Binder
        • Welcome to Binder Component
        • Getting started
          • Feature Highlights
          • Using Binder
        • Configuring the Binder component
        • Component RRTs
        • Restrictions and Limitations
        • Troubleshooting Tips
      • Command Line Execution
        • Welcome to Command Line Execution
        • Getting started
          • Feature Highlights
          • Using Command Line Execution
        • Configuring Command Line Execution
          • General tab
          • Document tab
          • Authentication tab
        • Component RRTs
        • Restrictions and Limitations
        • Troubleshooting Tips
      • Data Filter
        • Welcome to Data Filter
        • Getting started
          • Feature highlights
          • Using Data Filter
        • Configuring Data Filter
          • Filter dialog boxes
            • Clean Up
            • Concatenate
            • Contains
            • Ends With
            • Equals To
            • Evaluate Expression
            • Format Date
            • Format Time
            • Lookup in DB
              • General tab
                • Data Source dialog box
                  • Select Data Source dialog box
                • Select Table dialog box
              • Output Columns tab
                • Select Column dialog box
              • Conditions Tab
                • Condition Dialog Box
                  • Select Column dialog box
              • Result tab
                • Select Column dialog box
            • Make Lower Case
            • Make Upper Case
            • Match Regular Expression
              • Test Regular Expression dialog box
            • Parse CSV
            • Replace
              • Test Regular Expression dialog box
            • Split
            • Starts With
            • Trim
            • Validate
        • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Directory Services
        • Welcome to Directory Services component
        • Getting started
          • Feature highlights
          • Using Directory Services
          • Directory Services basic concepts
        • Configuring Directory Services
          • Connection tab
            • Select User From Directory dialog box
          • Search Requests tab
          • Requests
            • Add/Edit Request dialog box
            • Alternate Logon dialog box
            • Attributes
              • Attributes List dialog box
              • Add New Attribute/Edit Attribute Properties dialog box
            • LDAP search filters
              • Build Simple Filter dialog box
              • Add/Edit Filter Item dialog box
              • Select Attribute Name and Value dialog box
              • LDAP filters formal definition
            • Search Scope Properties dialog box
            • Test Results dialog box
        • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Document Transformation
        • Welcome to the Document Transformation component
        • Getting started
          • Feature highlights
          • Use the Document Transformation component
        • Configuring the Document Transformation process component
          • General tab
          • Watermark
          • User Stamping
          • Basic Transformation
        • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Document Writer
        • Welcome to the Document Writer component
        • Getting started
          • Feature highlights
          • Use the Document Writer component
        • Configuring the Document Writer component
        • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • File Options
        • Welcome to the File Options component
        • Getting started
          • Feature highlights
          • Using the File Options component
        • Configuring the File Options component
          • File Options tabs
          • File Options component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Form Overlay
        • Welcome to Form Overlay
        • Getting started
          • Feature Highlights
          • Using Form Overlay
        • Configuring Form Overlay
          • General tab
            • Field Properties dialog box
              • General tab
              • Field tab
              • Font tab
              • Position tab
          • Advanced tab
          • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • HL7 Messenger
        • Welcome to HL7 Messenger
        • Getting started on HL7
          • HL7 Feature highlights
          • Using HL7 Messenger
        • Configuring HL7
          • General tab
          • Message Editor tab
        • HL7 Component RRTs
        • Welcome to CDA Builder
        • Getting started on CDA Builder
          • CDA Builder Feature highlights
          • Using CDA Builder
        • Configuring CDA Builder
          • CDA Builder configuration UI
          • XML Element Editor
        • CDA Builder component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Knowledge Package Builder
        • Welcome to Knowledge Package Builder
        • Getting started
          • Feature highlights
          • Using Knowledge Package Builder
          • Licensing Knowledge Package Builder
        • Configuring Knowledge Package Builder
          • General tab
          • Field Values tab
          • Knowledge Package Builder component RRTs
        • Troubleshooting tips
        • Restrictions and limitations
      • Knowledge Package Loader Process
        • Welcome to Knowledge Package Loader Process component
        • Getting started
          • Feature highlights
          • Using Knowledge Package Loader Process
        • Configuring Knowledge Package Loader
          • Knowledge Package Loader options
          • Knowledge Package Loader component RRTs
        • Troubleshooting tips
        • Restrictions and limitations
      • Notification options
        • Welcome to Notification component
        • Getting started
          • Feature highlights
          • Using the Notification component
        • Configuring the Notification component
          • Notification Options Configuration dialog box
          • On Success/Failure Notification dialog box
          • Notification component RRTs
        • Troubleshooting tips
      • Office to PDF Converter
        • Welcome to Office to PDF Converter
        • Getting started
          • Feature highlights
          • Using Office to PDF Converter
        • Configuring OfficeConverter
          • General tab
          • Extension tab
          • Settings tab
        • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • OmniPage Barcode
        • Welcome to OmniPage Barcode
        • Getting started
          • Component features
          • Using the OmniPage Barcode component
        • Reference
          • General tab
            • Setup Zoned Barcodes dialog box
            • Script List dialog box
              • Split example
          • Field Values tab
            • Barcode Location dialog box
          • Advanced tab
            • Barcode migration
        • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • OP Binder
        • Welcome to OPBinder Component
        • Getting started
          • Feature Highlights
          • Using Binder
        • Configuring the OPBinder component
          • OPBinder Dialog Box
          • Advanced Tab
        • Component RRTs
        • Restrictions and Limitations
        • Troubleshooting Tips
      • OP Converter
        • Welcome to OP Converter component
        • Configure the OP Converter component
          • "Conversion from" dialog box
          • "Conversion to" dialog box
            • PDF dialog box
            • TIFF dialog box
          • Summary dialog box
          • Edit Conversion dialog box
          • Error handling dialog box
        • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • OP Image Processing
        • Welcome to the OP Image Processing
        • Getting started
        • OP Image Processing Configuration
        • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • OPOCR
        • Welcome to the OP OCR component
        • Getting started
          • Feature highlights
          • Using the OP OCR component
            • Recognizing text in scanned documents
            • Recognizing text in faxes
        • Configuring OCR
          • General tab
            • Languages dialog box
              • Select Language dialog box
            • Format Settings dialog box
              • RTF/DOCX tab
                • RTF/DOCX Fields dialog box
              • PDF tab
                • PDF Encryption dialog box
                • PDF Fields dialog box
                • PDF Advanced Settings dialog box
              • PDF/A tab
                • PDF/A Fields dialog box
                • PDF/A Advanced Settings dialog box
              • PDF (Keep original) tab
              • HTML tab
                • HTML Fields dialog box
              • TXT tab
              • CSV tab
              • XLS/XLSX tab
                • XLS/XLSX Fields dialog box
              • PPTX tab
                • PPTX Fields dialog box
              • OPD tab
            • Setup Zoned OCR dialog box
              • Pages tab
              • Validation tab
              • Location tab
              • Test tab
          • Advanced tab
          • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Outlook MSG Loader
        • Welcome to Outlook MSG Loader
        • Getting started
          • Feature highlights
          • Using the Outlook Message Loader component
        • Configuring Outlook MSG Loader
          • Outlook MSG Loader dialog box
          • Outlook MSG Loader component RRTs
        • Troubleshooting tips
        • Restrictions and limitations
      • Professional Image Management
        • Welcome to the Professional Image Management component
        • Getting started
          • Feature highlights
          • Using the Image Management component
        • Configuring the Professional Image Management component
          • Image Processing tab
          • Split tab
          • Component RRTs
        • Troubleshooting tips
        • Restrictions and limitations
      • Redaction
        • Welcome to Redaction
        • Getting started
          • Feature Highlights
          • Using Redaction
        • Configuring Redaction
          • General Settings
            • Edit Redaction Profile
              • General Settings
              • Redaction Zones
                • Setup Redaction Zones
                  • Pages tab
                  • Location tab
                • Setup Dynamic Redaction Zones
                  • Pages tab
                  • Dictionary tab
                    • Test Regular Expression
                    • Regular Expression Syntax
                  • Offset tab
                  • Padding tab
          • Advanced Settings
          • Component RRTs
        • Restrictions and Limitations
        • Troubleshooting Tips
      • Virtual Image Processing
        • Welcome to the Virtual Image Processing component
        • Getting started
          • Feature highlights
          • Use Virtual Image Processing
        • Configuring the Virtual Image Processing component
          • Main dialog box
          • Edit Profile dialog box
            • Advanced Settings dialog box
              • PDF tab
              • XPS tab
              • Vector tab
          • Filters Configuration dialog boxes
            • Adaptive Thresholding
            • Color Dropping filter
            • Color Extraction filter
            • Color Resolution filter
            • Deskew filter
            • Despeckle filter
            • Dilation filter
            • Dot Remove filter
            • Flip filter
            • Invert filter
            • Inverted Text filter
            • Line Remove filter
            • Resize filter
            • Reverse filter
            • Rotate filter
            • Sharpen filter
            • Stretch intensity filter
            • Thresholding filter
          • Output Format dialog box
            • Advanced JPEG 2000 Options dialog box
          • Virtual Image Processing component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Workflow Tracker
        • Welcome to Workflow Tracker component
        • Getting started
          • Feature highlights
          • Using this component
        • Configuring the Workflow Tracker component
          • Workflow Tracker dialog box
            • Expression dialog box
            • Data Source dialog box
          • Workflow Tracker component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • XML Importer
        • Welcome to the XML Importer component
        • Getting started
          • Feature highlights
          • Using the XML Importer component
            • Send invoice information
            • Transform an XML file
            • Get Information about a File from XML
        • Configuring the XML Importer component
          • Fields tab
            • Add New/Edit Field dialog box
          • Files tab
            • Add/Edit File dialog box
          • XPath Designer
          • XML Importer component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
    • Route Components
      • Alchemy
        • Welcome to the Alchemy component
        • Getting started
          • Feature highlights
          • Using the OpenText Document Server, Alchemy component
        • Configuring Alchemy
          • General tab
          • Document tab
            • Select a folder
          • Fields tab
            • Add/Modify a Property dialog box
          • Alchemy component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Alfresco
        • Welcome to the Alfresco component
        • Getting started
          • Features highlights
          • Use the Alfresco component
        • Configuring the Alfresco component
          • General tab
          • Document tab
          • Attributes tab
          • Aspects tab
            • Aspect Settings dialog box
              • Property dialog box
        • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • ApplicationXtender
        • Welcome to the ApplicationXtender component
        • Getting started
          • Feature highlights
          • Using the component
          • Licensing the component
        • Configuring the component
          • General tab
          • Attributes tab
          • Queue tab
          • Field Values tab
        • Component RRTs
        • Troubleshooting tips
        • Restrictions and limitations
      • Box
        • Welcome to Box
        • Getting started
          • Feature Highlights
          • Using the Box Component
        • Configuring Box
        • Component RRTs
        • Configuring Modern Authentication / OAuth2
          • Register a Box application
          • Register a Box Authorization Provider
          • Authorize the Authorization Provider
          • Configure the component
          • End user authorization
        • Restrictions and Limitations
        • Troubleshooting Tips
      • d.velop d.3
        • Welcome to d.3
        • Getting started
          • Feature Highlights
          • Using d.3 component
        • Configuring d.3
          • General Tab
          • Document Tab
          • Fields Tab
            • Add/Edit Field dialog box
              • List of Values dialog box
        • Component RRTs
        • Restrictions and Limitations
        • Troubleshooting Tips
      • Datacap 8.1
        • Welcome to Datacap 8.1
        • Getting started
          • Feature highlights
          • Using Datacap 8.1
        • Configuring Datacap 8.1
          • Main window
        • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Datacap 9.0
        • Welcome to Datacap 9.0
        • Getting started
          • Feature highlights
          • Using Datacap 9.0
        • Configuring Datacap 9.0
          • Main window
        • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Documentum
        • Welcome to the Documentum component
        • Getting started
          • Feature Highlights
          • Using the Documentum Component
        • Configuring the Documentum component
          • General tab
          • Document tab
            • Select Permission Set dialog box
            • New Permission Set dialog box
            • Permission Set Properties dialog box
            • Set Access Permissions dialog box
          • Attributes tab
            • Add/Edit Attribute dialog box
        • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • DocuShare
        • Welcome to DocuShare
        • Getting started
          • Feature Highlights
          • Using DocuShare
            • Route documents from MFD
            • Routing documents from local folders
        • Configuring DocuShare
          • General tab
          • Document tab
            • Enter Description dialog box
            • Select Routing Slip dialog box
            • Select Collection dialog box
          • Properties tab
            • Add/Modify Property dialog box
          • Advanced tab
        • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • DocuWare
        • Welcome to the DocuWare component
        • Getting started
          • Feature highlights
          • Use the DocuWare component
        • Configuring the DocuWare component
          • General tab
          • Document tab
          • Fields tab
            • Add/Edit field
        • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Dropbox
        • Welcome to Send to Dropbox
        • Getting started
          • Feature highlights
          • Using Dropbox
        • Configuring Dropbox
        • Component RRTs
        • Configuring Modern Authentication / OAuth2
          • Register a Dropbox App for Token Vault
          • Register a Dropbox Authorization Provider in Token Vault
          • Authorize the Authorization Provider
          • Configure the component
          • End user authorization
        • Restrictions and limitations
        • Troubleshooting tips
      • ELO
        • Welcome to ELO
        • Getting started
          • Feature Highlights
          • Using ELO
        • Configuring ELO
          • General tab
          • Basic tab
            • Add/Edit Field
          • Options tab
            • Edit Access Rights
          • Version tab
          • Workflow tab
          • Component RRTs
        • Restrictions and Limitations
        • Troubleshooting Tips
      • FileNet P8
        • Welcome to FileNet P8
        • Getting started
          • Feature highlights
          • Using FileNet P8
        • Configuring FileNet P8
          • General tab
            • Select Object Store dialog box
            • New Folder Options dialog box
            • Select User dialog box
          • Document tab
            • More options
              • Content Elements tab
                • Add/Edit Content Element dialog box
              • Annotation tab
              • Relationship tab
                • Add/Edit Relationship dialog box
              • Subscriptions tab
                • Add/Edit Subscription dialog box
                • Add/Edit Event dialog box
            • Setup MIME Type dialog box
              • Add/Edit Extension to MIME Association dialog box
          • Document Class tab
            • Add/Edit Property dialog box
              • Edit Binary Data dialog box
              • Edit Boolean dialog box
              • Edit Date/Time dialog box
              • Edit Float Point dialog box
              • Edit Identifier dialog box
              • Edit Integer dialog box
              • Edit Multiline String dialog box
              • Edit List / Edit Enumeration dialog box
              • Edit Object Reference dialog box
                • Select Target Document dialog box
              • Add/Edit Item dialog box
            • Select Class dialog box
            • Select Field of Class dialog box
            • Inline representation
          • Security tab
            • Selection dialog box
            • Add/Edit Access Permissions dialog box
              • Access Flags dialog box
              • Access Rights
          • Advanced tab
          • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
        • Glossary
      • Google Docs
        • Welcome to Google Docs
        • Getting started
          • Feature highlights
          • Use the Google Docs component
        • Configuring Google Docs
          • Component RRTs
        • Configuring Modern Authentication / OAuth2
          • Register a Google Project for Token Vault
          • Register a Google Authorization Provider in Token Vault
          • Authorize the Authorization Provider
          • Configure the component
          • End user authorization
        • Restrictions and limitations
        • Troubleshooting tips
      • Micro Focus Content Manager
        • Welcome to the Micro Focus Content Manager component
        • Getting started
          • Feature highlights
          • Using Micro Focus Content Manager
          • Configuring Micro Focus Content Manager Web Service
          • Starting the Service as HP Trim User User
        • Configuring Micro Focus Content Manager
          • General tab
          • Document tab
            • Select Container dialog box
              • Find Record dialog box
            • Search for Locations dialog box
            • Advanced Record Properties dialog box
          • Attributes tab
          • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Hummingbird/Open Text eDOCS
        • Welcome to the Hummingbird/Open Text eDOCS component
        • Getting started
          • Feature highlights
          • Use Hummingbird/Open Text eDOCS
        • Configuring Hummingbird/Open Text eDOCS
          • General tab
          • Document tab
          • Fields tab
          • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • IBM CM OnDemand
        • Welcome to IBM CM OnDemand
        • Getting started
          • Feature highlights
          • Use IBM CM OnDemand
        • Configuring IBM Content Manager OnDemand
          • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • iManage Work
        • Welcome to iManage Work
        • Getting started
          • Feature Highlights
          • Using iManage Work
        • Configuring iManage Work
          • General tab
          • Destination tab
            • Folder Properties dialog box
          • Document tab
            • Document Properties dialog box
        • Component RRTs
        • Configuring Modern Authentication / OAuth2
          • Register an iManage Work application for Token Vault
          • Register an iManage Work Authorization Provider in Token Vault
          • Authorize the Authorization Provider
          • Configure the component
          • End user authorization
        • Restrictions and limitations
        • Troubleshooting tips
      • IXOS
        • Welcome to the IXOS component
        • Using the IXOS component
        • Configuring the IXOS component
          • IXAT TR File Builder tab
          • Command File Builder tab
          • EXT_DIR tab
      • Kofax TotalAgility
        • Welcome to Kofax TotalAgility eConnector and route component
        • Getting started
          • Feature highlights
          • How to use Kofax TotalAgility route component
        • Configuring the KTA component
          • TotalAgility Server tab
          • Process tab
          • Document tab
          • eConnector Tab
        • Kofax TotalAgility component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Laserfiche
        • Welcome to Laserfiche component
        • Getting started
          • Feature highlights
          • Use the Laserfiche component
        • Configuring Laserfiche
          • General tab
          • Document tab
          • Fields tab
            • Choose Fields dialog box
            • Multiple Field dialog box
          • Text tab
          • Laserfiche component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Lotus Notes/Domino
        • Welcome to Lotus Notes/Domino component
        • Getting started
          • Feature highlights
          • Using the Lotus Notes/Domino component
          • Licensing
        • Configuring the Lotus Notes/Domino component
          • General tab
          • Field Values tab
          • Component RRTs
        • Troubleshooting tips
        • Restrictions and limitations
      • Microsoft Office 365 Mail Send
        • Welcome to the Microsoft Office 365 Mail Send component
        • Getting started
          • Feature highlights
          • Use the Office 365 Mail Send component
        • Configure Office 365 Mail Send
          • Account settings tab
          • Proxy settings tab
          • Mail settings tab
          • Component RRTs
        • Configuring Modern Authentication / OAuth2
          • Register a Microsoft 365 application
          • Set the permissions of the Microsoft 365 application
          • Register a Microsoft 365 authorization provider
          • Authorize the Authorization Provider
          • Configure the component
          • End user authorization
          • Configure Application access mode
          • Set the permissions of the Microsoft 365 application for tenants
          • Configure Application access mode in AutoStore Process Designer
        • Restrictions and limitations
        • Troubleshooting tips
      • Multi Router
        • MultiRouter
          • Multi-Router component
          • Configuring the Multi-Router component
      • NetDocuments
        • Welcome to NetDocuments component
        • Getting started
        • Configuring NetDocuments
          • General tab
          • Navigation tab
          • Document tab
        • Configuring Modern Authentication / OAuth2
          • Register an application for Token Vault
          • Register a NetDocuments Authorization Provider in Token Vault
          • Authorize the Authorization Provider
          • Configure the component
          • End user authorization
        • NetDocuments Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Nuance PowerShare
        • Welcome to Nuance PowerShare
        • Getting started
          • Feature highlights
          • Using PowerShare
        • Configuring PowerShare
          • Connection tab
          • Upload Form tab
        • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • OneDrive
        • Welcome to OneDrive
        • Getting started
          • Feature highlights
          • Use OneDrive
          • Use Modern Authentication / OAuth2 and Token Vault
        • Configuring OneDrive
          • OneDrive component options
          • OneDrive Settings tab
          • Proxy Settings tab
        • Component RRTs
        • Configuring Modern Authentication / OAuth2
          • Register a Microsoft 365 application
          • Set the permissions of the Microsoft 365 application
          • Register a Microsoft 365 authorization provider
          • Authorize the Authorization Provider
          • Configure the component
          • End user authorization
          • Configure Application access mode
          • Set the permission of the Microsoft 365 application for tenants
          • Configure Application access mode in AutoStore Process Designer
        • Restrictions and limitations
        • Troubleshooting tips
      • OpenText Livelink/Content Server
        • Welcome to OpenText Content Server
        • Getting started
          • Feature highlights
          • Using OpenText Content Server
        • Configuring OpenText Content Server
          • General tab
          • Document tab
          • System tab
            • Add/Modify Attribute dialog box
            • Create new attributes on OpenText Content Server
          • Categories tab
            • Add/Modify Attribute dialog box
          • Workflows tab
          • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • OpenText RightFax
        • Welcome to OpenText RightFax Component
        • Getting started
        • Configuring OpenText RightFax Component
          • Server tab
          • Cover Sheet tab
        • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Print Job Submission
        • Welcome to Print Job Submission
        • Getting started
          • Feature highlights
          • Using Print Job Submission
        • Configuring the Print Job Submission component
          • General tab
          • Print Settings tab
          • Properties tab
        • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • ProLaw
        • Welcome to the ProLaw component
        • Getting started
          • Feature highlights
          • Use the ProLaw component
        • Configuring the ProLaw component
          • Connection parameters tab
          • Export to Matter tab
          • Create new Transaction tab
          • Export to Transaction tab
        • ProLaw component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Send to Database
        • Welcome to Send to Database component
        • Getting started
          • Feature highlights
          • Using Send to Database component
        • Configuring the Send to Database component
          • General tab
          • Field Values tab
          • Send to Database component RRTs
        • Troubleshooting tips
        • Restrictions and limitations
      • Send to Database (Bulk)
        • Send to Database Batch component
          • General tab
          • Field mapping
      • Send to Folder
        • Welcome to Send to Folder component
        • Getting started
          • Feature highlights
          • Using the Send to Folder component
        • Configuring the Send to Folder component
          • Main configuration window
            • Configurations dialog box
              • General tab
              • Security tab
              • Impersonation tab
              • Summary tab
          • Send to Folder component RRTs
        • Troubleshooting tips
        • Restrictions and limitations
      • Send to FTP
        • Welcome to Send to FTP component
        • Getting started
          • Feature highlights
          • Use the Send to FTP component
        • Configuring the Send to FTP component
          • Send to FTP dialog box
            • FTP Site Settings dialog box
              • Advanced Settings dialog box
              • Folder path
          • Send to FTP component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Send to HTTP
        • Welcome to the Send to HTTP component
        • Getting started
          • Feature highlights
          • Use Send to HTTP
        • Configuring the Sent to HTTP component
          • Send to HTTP dialog box
            • Web Browser dialog box
            • Field Properties dialog box
            • Regular expression syntax
          • Send to HTTP component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Send to Mail Recipient
        • Welcome to the Send to Mail Recipient component
        • Getting started
          • Feature highlights
          • Use Send to Mail Recipient
        • Configuring the Send to Mail Recipient component
          • General tab
            • SMTP Server Configuration dialog box
            • Microsoft Exchange CDO-MAPI Server Configuration dialog box
            • Microsoft Exchange Web Server Configuration dialog box
          • Message tab
          • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Send to PC
        • Welcome to the Send to PC component
        • Getting started
          • Feature Highlights
          • Using Send to PC component
        • Configuring the Send to PC component
          • Send to PC dialog box
          • Advanced dialog box
          • Client Configuration dialog box
          • Send to PC component RRTs
        • Troubleshooting tips
        • Restrictions and limitations
      • Send to Printer
        • Welcome to the Send to Printer component
        • Getting started
          • Feature highlights
          • Using the Send to Printer component
          • Licensing the Send to Printer component
        • Configure the Send to Printer component
          • Sent to Printer component RRTs
        • Troubleshooting tips
        • Restrictions and limitations
      • Send to SFTP
        • Welcome to the Send to SFTP component
        • Getting started
          • Feature highlights
          • Using the Send to SFTP component
        • Configuring Send to SFTP
          • Proxy Settings dialog box
          • Add/Edit Site Configuration dialog box
            • Advanced Settings dialog box
              • Proxy Settings tab
              • Flow Control Settings tab
            • Run Test dialog box
          • Send to SFTP component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • SharePoint
        • Welcome to the SharePoint component
        • Getting started
          • Feature highlights
          • Using the SharePoint component
            • Send documents into SharePoint
            • Send emails into SharePoint 2013
            • Use Modern Authentication / OAuth2 and Token Vault
        • Configuring the SharePoint component
          • General tab
            • Cookie provider assembly
          • Document tab
          • List Item tab
            • Define Search Keys dialog box
              • Add/Edit Search Key dialog box
          • Add/Edit Field dialog box
          • Define Permissions dialog box
            • Add/Edit Permission dialog box
          • SharePoint component RRTs
        • Configuring Modern Authentication / OAuth2
          • Register an Office 365 application
          • Set the permissions of the Microsoft 365 application
          • Register a Microsoft 365 authorization provider in Token Vault
          • Authorize the Authorization Provider
          • Configure the component
          • End user authorization
        • Restrictions and limitations
          • External Data field restrictions
        • Troubleshooting tips
          • Grant access to a SQL Server database
      • SharePoint Graph
        • Welcome to the SharePoint Graph component
        • Getting started
          • Feature highlights
          • Using the SharePoint Graph component
            • Use Modern Authentication / OAuth2 and Token Vault
        • Configuring the SharePoint component
          • General tab
          • Document tab
          • List Item tab
            • Define Search Keys dialog box
              • Add/Edit Search Key dialog box
          • Add/Edit Field dialog box
          • Define Permissions dialog box
            • Add/Edit Permission dialog box
          • SharePoint Graph component RRTs
        • Configuring Modern Authentication / OAuth2
          • Register an Office 365 application
          • Set the permissions of the Microsoft 365 application
          • Register a Microsoft 365 authorization provider in Token Vault
          • Authorize the Authorization Provider
          • Configure the component
          • End user authorization
        • Restrictions and limitations
        • Troubleshooting tips
      • VB/J Script
        • Welcome to the VB/J Script component
        • Getting started
          • Feature highlights
          • Using the VB/J Script component
        • Configuring the VB/J Script component
          • General tab
          • Fields tab
          • VB/J Script component RRTs
        • Troubleshooting tips
        • Restrictions and limitations
        • Sample scripts
      • WebDAV
        • Welcome to the WebDAV component
        • Getting started
          • Feature highlights
          • Use the WebDAV component
        • Configuring the WebDAV component
          • General tab
            • WebDAV Folder dialog box
          • Properties tab
            • Add/Edit Property Field dialog box
          • WebDAV component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Windream
        • Welcome to Windream
        • Getting started
          • Feature Highlights
          • Using Windream
          • Starting process as a Windream domain user
        • Configuring Windream
          • General Tab
            • How to add a new alias to the server list
          • Destination Tab
          • Index Table Tab
            • Windream Indices dialog box
          • Component RRTs
        • Restrictions and Limitations
        • Troubleshooting Tips
      • Worldox
        • Welcome to the WORLDOX component
        • Getting started
          • Feature highlights
          • Use the WORLDOX component
        • Configuring Worldox
          • General tab
            • Select Profile Group dialog box
          • Document Profile tab
            • Edit Field Value dialog box
            • Add Field Value dialog box
            • Select Field Value dialog box
          • Document Relations tab
          • Network Drives tab
            • Add New Network Drive Mapping dialog box
            • Edit Network Drive Mapping dialog box
            • Select Network Drives dialog box
          • WORLDOX component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • XML Generator
        • Welcome to the XML Generator component
        • Getting started
          • Feature highlights
          • Using the XML Generator component
            • Map data
            • Map a set of data of the same kind
            • Map tabular data
        • Configuring the XML Generator component
          • XML template
          • Edit Attribute dialog box
          • Multiply Node Block dialog box
          • Edit Node Value dialog box
        • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
    • AutoStore Applications and Clients
      • AutoCapture Client
        • Welcome to the AutoCapture Client component
        • Installing the AutoCapture Client
          • Install AutoCapture client by using AutoCaptureClientPack.exe
        • Using the AutoCapture Client application
          • Starting AutoCapture Client
          • Capture documents with AutoCapture Client
        • Capturing Microsoft Office documents or messages
        • Using AutoCapture Explorer client
          • Configure AutoCapture Explorer client
            • Explorer Client Settings
          • Capture files in Windows Explorer
        • Configure AutoCapture client settings
          • Configure AutoCapture client settings
          • Connection Settings
          • Preferences settings
          • Log Settings
        • Customize AutoCapture client
          • Customize toolbars
          • Customize commands
          • Customize keyboard shortcuts
          • Customize window options
      • Bates Stamp Server Administrator
        • Welcome to Bates Stamp Server Administrator
        • Getting started
          • Feature highlights
          • Using Bates Stamp Server Administrator
        • Configuring
          • Login
          • Stamps
            • Stamp properties
            • Stamp elements
            • Stamp element properties
            • Text macros
            • Preview stamp
            • Request properties
          • Stamp groups
            • Stamp group properties
            • Group stamps
          • Users
            • User properties
            • User groups
        • Restrictions and limitations
        • Troubleshooting tips
      • Bates Stamp Server Supervisor
        • Welcome to Bates Stamp Server Supervisor
        • Getting started
          • Feature highlights
          • Using Bates Stamp Server Supervisor
        • Configuring
          • BSS Supervisor main window
          • Administrators
            • Administrator properties
        • Restrictions and limitations
      • License Manager
        • License Manager overview
        • License Manager window
        • Creating a license report
        • Checking server version
      • Send To PC Client
        • Send to PC Client Configuration dialog box
          • Send to PC dialog box
          • Advanced dialog box
        • Troubleshooting tips
      • Status Monitor
        • Welcome to the Status Monitor application
        • Introduction
          • Home tab
          • View tab
          • Customize dialog box
    • Appendices
      • Conditional fields
        • Using Conditional Field
        • Operators
        • Expression syntax
        • Expression evaluation
      • Date and time formats
      • Backend browsing
  • Equitrac
    • Introduction
      • What is Equitrac?
        • Equitrac features
      • Core server components
        • Core Accounting Server
        • Document Routing Engine
        • Device Control Engine
        • Scan Processing Engine
        • Device Monitoring Engine
      • Supporting components
        • Workstation Client
          • Direct IP Printing (DRC)
        • Print Assistant
      • Application-level access permissions
        • Configure application-level permissions
      • Windows-level access permissions
      • Additional documentation
    • Web System Manager Overview
      • System Dashboard overview
        • System Dashboard - Licenses
        • System Dashboard - Accounts
        • System Dashboard - Devices
        • System Dashboard - Accounting
    • Web Client
      • Web Client login options
      • User Dashboard
        • Working with User Dashboard
        • How to use User Dashboard
        • View and delete queued print jobs
        • View custom reports
        • Set the default billing code
        • Manage user PINs in User Dashboard
        • Transfer funds in User Dashboard
      • Web Deposit
        • Installation and Configuration
          • Installation overview
            • Requirements
            • Prerequisites
          • Configuration overview
          • Set up the database
          • Set up the global settings
          • Use Web Deposit
          • Uninstall Web Deposit
        • Web Deposit solution for Ogone
          • Configuring Web Deposit for Ogone
            • Requirements
            • Prerequisites
            • Configure Ogone
            • Use Ogone with Web Deposit
            • Transaction log of Ogone payments
        • Web Deposit solution for PayPal
          • Configuring Web Deposit for PayPal
            • Requirements
            • Prerequisites
            • Configure PayPal
            • Use PayPal with Web Deposit
            • Transaction log of PayPal payments
      • Scan Client
        • Working with the Scan Client
        • How to use the scan filters
        • How to sort the scan list
        • Additional functions
      • Troubleshooting
        • Logging
        • Journaling
        • Configure admin-only mode
    • Create and Manage Accounts
      • Accounts overview
        • User accounts
        • Departments
        • Billing codes
      • Create new accounts
      • Work with departments
        • Enable department charging
        • Create and edit departments
      • Work with user accounts
        • Create user accounts
        • Add and edit users individually
        • Create users automatically
        • Assign delegates to users
        • Assign users to departments
        • Assign billing codes to users or departments
        • Set a default billing code for users
        • Add users from a flat file import
        • Import users with Active Directory Services
        • Qualify accounts by domain
      • Configure Active Directory synchronization
        • Add Active Directory Servers
        • Configure Active Directory servers
        • Active Directory LDS support
      • Configure LDAP synchronization
        • Add LDAP servers
        • Configure LDAP servers
        • LDAP field mapping to CAS
        • Import LDAP user accounts
      • Configure Azure Active Directory synchronization
      • Manage user accounts
        • Control function access
        • Color quotas
          • Color quotas for print and copy requests
          • Setting color quotas for users
          • Resetting color quotas for users
        • Locking accounts
        • Removing accounts
          • Delete single or multiple accounts
          • Delete a set of accounts based on shared properties
        • Perform account transactions
      • Search filters
        • Modify query length restrictions
      • User authentication
      • External user authentication
      • Data privacy management
      • Select notification methods
        • Escape codes, print notification details and error conditions
      • Charge to departments
      • Account charging and limits
      • Escrow
        • Enable escrow
        • Reset escrow
        • View an escrow report
      • Delete objects in synchronized directories
      • Configure unlimited printing
      • Handle unidentified documents
      • Associate swipe cards with Equitrac accounts
      • Configure the mail server for email notifications
      • Implement PINs
        • User-controlled PIN management
      • Control transaction tracking
      • Work with self-service accounts
      • Configure the guest user feature
      • Configuring the account monitor popup
    • Billing Codes
      • Enable system-wide billing code access
      • Configure billing code popup behavior
      • Create billing codes
        • Edit billing codes
        • Manage billing codes
      • Enable billing codes
      • Remove billing codes from a user or department
      • Synchronize billing codes
        • Create the billing code text file
        • Schedule the billing code synchronized task
      • Use client billing on a workstation
    • Manage Devices
      • Device types
      • Device status tracking
      • Edit and remove devices
      • Import devices
        • Import several devices at one time
      • Physical devices
        • Manually add and configure a physical device
        • Physical device output settings
        • Physical device price list settings
        • Physical device advanced settings
        • Physical device eCopy integration
        • Mapping a Universal Print Device
        • Configure a Fiery device via Proxy Port
      • Embedded devices
        • Supported manufacturer embedded device types
        • Configuration options
        • Add and configure embedded devices
        • Embedded device pricing
        • Embedded device advanced settings
        • Setting Upgrade mode
      • Print queues
      • Managed Queues
        • Configure a Managed Queue
      • I-Queues
        • I-Queue Direct printing
        • I-Queue printing
        • Create an I-Queue
        • Create an I-Queue printer
        • Set up the I-Queue printer share
      • External print queues
        • VPSX PersonalQ print queues
          • Configure a VPSX print queue
          • Import LRS transactions
          • VPSX PersonalQ workflow
        • InfoPrint Manager print queues
          • Configure an InfoPrint Manager print queue
          • InfoPrint release workflow
        • SEAL print queues
          • SEAL release workflow
      • Universal Print virtual queues
      • Print Job Submission
      • Workstation devices
        • Configure a workstation device
      • Configure eCopy ShareScan
        • eCopy prerequisites
        • Configuration prerequisites
      • Set up a print separator page
        • Separator page escape codes
    • Device Monitoring with DME
      • DME workflow
      • SNMP communication requirements
      • Configure SNMP communication
      • Select devices for DME to monitor
      • Generate device status reports
      • Routing based on device status
    • Control Terminals
      • Card reader hardware overview
        • Connecting the card reader
        • LED status messages
        • Ethernet card reader troubleshooting
      • Configure Ethernet card readers
      • Associate the card reader with another printer
      • Manage Ethernet card readers
      • Recover an inaccessible card reader
        • Update the card reader firmware
        • Reset the card reader factory defaults
        • Recover an inaccessible card reader
    • Working with HID cards
      • HID decoding
      • Supported HID card types
        • MicroProx Tag
        • ISOProx II
        • DuoProx II
        • Smart DuoProx II
        • ProxKey II
        • ProxCard II
    • Advanced Printing Configuration
      • Enable secure printing
        • Secure printing configuration
        • Administer the secure print queue
      • Manage device pull groups
        • Choose devices to group
        • Printer pull group workflow
      • Set Up Print-to-Me
        • Configure Print-to-Me
        • Print-to-Me printing across multiple accounting servers
      • Release prints to first available DRE
      • Printer driver management
        • Printer Driver Repository
        • Printer driver mapping
        • Upload printer driver package
        • Equitrac Printer Driver Uploader tool
        • Set custom printing preferences
      • Configure Send To printing
        • Send To Printing configuration workflow
        • Client popup behavior
          • Recipients
          • Release keys
          • Print costs
          • Job settings
      • Desktop printing
        • User workflow for desktop printing
        • Desktop printing configuration workflow
        • How to exclude applications
        • Re-enable an excluded application
        • Edit an excluded application
        • Exclude printer ports
    • Price lists overview
      • Price list types
      • Price list workflow
      • Cost calculation and currency
      • Create Basic Print/Copy price lists
      • Advanced Print/Copy price lists
        • Page detail costs
        • Create Advanced Print/Copy price lists
          • Set print surcharges
          • Sample Advanced job cost calculation
      • Create Large-Format price lists
      • Fax price lists
        • Create fax price lists
      • Scan price lists
        • Create scan price lists
      • Departmental pricing
        • Create and apply departmental price lists
      • Default price lists
      • Primary vs. dual pricing
        • Configure dual pricing
      • Assign price lists
      • Apply price lists
      • Reprice jobs on release
    • Routing rules
      • Rules overview
        • Rule sets
        • Create a rule set
        • Apply a rule set
      • Create print rules
        • Print attributes
        • Print rule type and actions
        • Create a print rule
        • Adjust the rule ranking
      • Interactive print rules
      • Copy rules
        • Create copy rules
      • Work with routing groups
        • Manage routing groups
      • Create desktop print rules
        • Default desktop print rules
    • Scheduled tasks
      • Define a schedule recurrence
      • Schedule a report task
      • Schedule a billing code task
      • Schedule an arbitrary command
      • Schedule a color quota task
      • Schedule an account balance task
      • Schedule a purge transactions task
      • Run a missed task
      • Suspend, resume or remove a scheduled task
        • Suspend a task
        • Resume a task
        • Remove a task
    • Create and run reports
      • System Dashboard reports
      • Configure a Savings report
      • Schedule reports to run automatically
      • Run consolidated reports
        • Configure multiple CAS servers
        • Run Subsidiary reports only
    • Manage scan and user workflows
      • Configure workflows
      • Configure workflow containers
      • Configure scan processing and delivery
      • Configure SMTP mail server for SPE
      • Scan load balancing
      • Configure scan load balancing
      • Configure SPE nodes
      • Configure scan destinations
      • Enable Scan-to-Me
    • Scan Client
      • Work with the scan client
      • How to use scan filters
      • Sort the scan list
      • Additional functions
    • User Dashboard
      • Enable account balance transfers for User Dashboard
      • Enable PIN management for User Dashboard
      • Enable default billing code for User Dashboard
      • Display color quota in User Dashboard
    • Equitrac Utilities
      • Import utilities
      • Import Campus Card account information
        • How to import domain qualified users
      • Directory synchronization access permissions
      • Purge database transactions
      • Modify user accounts from a flat file
        • EQCmd actions
          • add
          • assign
          • modify
          • addormodify
          • delete
          • remove
          • query
          • adjust
          • adjust ... <amount>
          • adjust ... set <amount>
          • adjust ... atleast <amount>
          • adjust department
          • lock and unlock
          • color quota
        • EQCmd batch file process
          • CSV File Format
          • CSV File Sample
      • Map LPR user IDs
        • Install EQXLPD
        • Modify the configuration file
        • Start the EQXLPD service
        • Obtain Debug Logs
      • Print Queue Viewer
      • Run Print Queue Viewer on a workstation
      • Diagnostics
        • Save and clear log files
    • Glossary
  • Output Manager
    • Getting started
      • Welcome to Kofax Output Manager
      • ControlSuite overview
      • Output Manager implementation
      • Output Manager concepts
      • Output Manager user interfaces
      • Instances of Output Manager
      • Output Manager services
      • Output Manager applications
        • Destinations application
        • Sources application
        • Documents application
        • Library application
        • Reports application
        • Devices application
        • Administration application
      • Learning about the Output Manager Console
        • Open the Output Manager Console
        • Using the LocalSystem user account with SQL Server 2016 or later
      • Customizing the grid views
        • Sort by columns
        • Group by columns
        • Filter on values
        • Configure columns for grid views
        • Use grid layouts
      • Configure Output Manager Console security
      • Configure columns
      • Using Output Manager in a Citrix environment
    • Users
      • Managing users
        • Adding users and groups to Output Manager
          • Group membership
          • Add an Output Manager user
          • Add an Output Manager group
          • Add an LDAP user or group
          • Add a Windows user or group
          • Add an Azure user or group
          • Importing users and groups to Output Manager
            • Import user data from a file (no groups)
            • Import Active Directory users or groups
            • Import LDAP users or groups
            • Import Azure users or groups
            • Import users or groups with a recurring task
        • Add a department
        • Map groups to departments
        • Configure users
        • Configure departments
        • Modify a user, group, or department
        • Remove a user, group, or department
        • Assign a print delegate
      • Managing Output Manager security roles
        • Add users or groups
        • Remove users or groups
        • Modify security permissions
    • Devices
      • Learning about the Devices application
      • Managing devices
        • Open a device
        • Move a device
        • Rename a device
        • View the device output history
        • View the SNMP alert history
        • Initiate an SNMP update for a device
        • Configure access control
      • Manage device groups
      • Add devices
      • Import new devices
      • Modify devices
      • Create destinations
      • Search for devices
      • Managing devices through SNMP
        • SNMP versions and communication security
        • Configure SNMP services
        • Organize detected SNMP devices
        • Detecting devices using SNMP
        • Override global SNMPv3 gettings
      • Ethernet Card Reader
        • Hardware overview
        • Connect the Ethernet Card Reader
        • Add the Ethernet Card Reader
        • Update the Ethernet Card Reader firmware or configuration
        • LED status messages
        • Ethernet Card Reader troubleshooting
        • Reset the Ethernet Card Reader
        • Use maintenance mode to recover an inaccessible Ethernet Card Reader
      • RF IDeas Ethernet 241 Card Reader
        • Prerequisites
        • Install the RF IDeas Ethernet 241 Card Reader
        • Configure Output Manager with the RF IDeas Ethernet 241 Card Reader
    • Queues and Universal Postscript Driver
      • Converting Windows queues
        • Convert Windows queues
        • Convert Windows queues (advanced mode)
        • Restore Windows queues
      • Output Manager Universal PostScript Driver
        • Use the Output Manager Universal PostScript Driver
    • Security
      • Output Manager security
        • Document ownership
        • Security roles
          • Add or remove users and groups in roles
          • Add or remove role permissions
        • Configuring permissions
          • Configure console permissions
          • Configure object permissions
        • Security enforcement
      • File store encryption
        • Encrypt a file store
        • Decrypt a file store
        • File store encryption troubleshooting
    • Sources
      • Learning about the Sources application
      • Manage source groups
      • Add sources
        • Add an AutoStore source
        • Add a ControlSuite source
        • Add an Email source
          • Microsoft 365 Configuration for Email Source
        • Add an Epic source
        • Add an Epic Web Service source
        • Add an FTP source
        • Add an IPP source
        • Add an LPD source
        • Add a Microsoft Universal Print source
        • Add a Mobile Server source
        • Add a NetWeaver source
        • Add a Network Folder source
        • Add an Output Manager source
        • Add a Socket Connection source
        • Add a TCP/IP NJE source
        • Add a WCF API source
        • Add a Web Upload source
        • Add a WebSphere MQ source
        • Add a Windows Queue source
      • Modify sources
      • Remove sources
      • Import sources
      • Search for sources
      • Configure security for sources
      • Managing sources
        • Enable a source
        • Disable a source
        • Open a source
        • Move a source
        • Rename a source
        • Copy a source
        • View all messages for a source
      • Configuring document property profiles
        • Configure document profiles during source configuration
        • Configure a document properties profile
        • Order document property profiles
    • Destinations
      • Learning about the Destinations application
      • Manage destination groups
      • Add destinations
      • Modify destinations
      • Remove destinations
      • Import destinations
      • Redirect destinations
      • Search for destinations
      • Configure security for destinations
      • Routing documents
        • Send documents to AutoStore
        • Send documents to a ControlSuite destination
        • Send documents to an email address
          • Microsoft 365 Configuration for Outbound Email
        • Send documents to a fiery device
        • Send documents to an FTP server
        • Send documents to an IPDS printer
        • Send documents to an IPP printer
        • Send documents to JDF/JMF
        • Send documents to an LPR server
        • Send documents to a Microsoft Universal Print Platform
        • Send documents to a network folder
        • Send documents to another Output Manager instance
        • Send documents to a socket server
        • Send documents to a WebSphere MQ
        • Send documents to a Windows Queue
        • Configure the Document Library
        • Send documents to a destination group
      • Managing destinations
        • Enable a destination
        • Disable a destination
        • View SNMP alerts
        • Open a destination
        • Move a destination
        • Rename a destination
        • Copy a destination
        • View destination output history
        • View all messages for a destination
    • Documents
      • Learning about the Documents application
      • Learning about the Library application
      • Managing documents
        • Change the document state
        • View documents
        • Manually route documents to a destination
        • Edit document properties
        • Assign documents to a folder
        • Delete documents
        • Reprint documents
        • Restore documents
        • Schedule output
        • Assign a failover profile
        • Assign a library filing profile
        • Assign a notification profile
        • Assign an output process to a document
        • Assign a retain period
        • Run an ad hoc rule on documents
        • Run an ad hoc action on documents
        • Manage document packages
        • View a document history
      • Working with documents
        • Manage document folders
        • Configure security for documents
        • Create document queries
        • Search for documents
      • Configure global document properties
    • Output processes and actions
      • Output process actions
      • Open and close the Process Designer
      • Create an output process
      • Configure actions
      • Open an output process
      • Rename an output process
      • Delete an output process
      • Print an output process
      • Search for an output process
      • Zoom in or out of the Process Editor
    • Cost Tracking and Management
      • Print rules profiles
        • Create a print rules profile
        • Create user print rules
      • Create a desktop client profile
      • Assigning costs to billing accounts
      • Allowances
      • Configure balance settings
      • Import billing accounts
      • Managing Windows Queues
        • Assign a quota profile
        • Create a quota profile
    • Rules and Tasks
      • Rules
        • Business rules
          • Set up business rules
          • Create business rules
          • Manage business rules
          • Create business rule actions
        • AdHoc rules
          • Manage Ad Hoc rules
          • Create Ad Hoc rules
          • Create Ad Hoc actions
        • Alert rules
          • Create alert rules
          • Manage alert rules
        • Error handling rules
        • Failover rules
        • Using Output Manager functions
          • Configure the @dateTimeToString function
          • Configure the @lookupCsv function
          • Configure the @parse function
          • Configure the @schedule function
          • Configure the @stringToDateTime function
          • Configure the @counter function
        • Using the Data Conversion Utility
          • DCO descriptions
          • DCO parameters
      • Scheduling tasks
        • Create a schedule
          • Run an Ad Hoc rule
          • Create and save or email a report
          • Update output history with page counts
          • Import users and groups
          • Synchronize Active Directories
          • Synchronize LDAP
    • Reports
      • Learning about the Reports application
      • Working with reports
        • Manage report folders
        • Create reports
        • Modify reports
        • Remove reports
        • Move reports
        • Rename reports
        • Copy reports
        • Export reports
        • Import reports
        • Search for reports
        • Configure security for reports
        • Send report data to a remote database
      • Using the Report Preview window
        • View reports
        • Print reports
        • Scale reports
        • Change the zoom level
        • Change watermark and background settings
        • Search for text in a report
        • Export reports
        • Email reports
      • The Report Designer
        • Learning about the Report Designer
        • Report settings
        • Report bands
        • Report controls
        • Using the Report Designer
          • Save reports
          • Manually update report output
          • Change element layout in a report
          • Add or modify static information in a report
          • Delete report elements
          • Use Mail Merge in report elements
          • Display values from a database
          • Change value formatting of report elements
          • Change fonts and colors of report elements
          • Change or apply data sorting to a report
          • Change or apply data filtering to a report
          • Change or apply data grouping to a report
          • Add totals for a report
          • Create or modify watermarks for a report
          • Add page numbers and system information to a report
          • Add calculated fields to a report
          • Add parameters to a report
        • Styles and conditional formatting in reports
          • Use odd and even styles
          • Store and restore style sheets
          • Conditionally change the appearance of a control
          • Conditionally hide bands
          • Conditionally change label text
        • Navigation in reports
          • Add bookmarks
          • Create hyperlinks
          • Add a cross-reference
        • Miscellaneous topics in reports
          • Show the current row index
          • Count the number of records in a report or group
          • Cancel printing when a report does not contain any records
          • Limit the number of records per page
    • Resources
      • Add resources
      • Modify resources
      • Remove resources
      • Import resources
      • Export resources
      • Configure Resources
        • Configure the CpMillUnitLibrary resource
        • Configure a CpMillProfile resource
        • Configure a banner resource
        • Configure a PrinterControlFile resource
        • Configure an FCB resource
        • Configure a CsvDocProp resource
        • Configure a binary resource
        • Configure a text resource
        • Configure an Ini resource
    • Server and database administration
      • The Message Console
      • Using the Message Console
        • Capture trace data
        • View messages for destinations, sources, or documents
        • Show or hide the message panel
        • Clear messages from the Message Console
        • Copy messages to Microsoft Excel
        • Export or import messages
        • Pause and resume automatic refresh
      • Set general preferences
      • System Health utility
      • Managing services through Microsoft Windows
        • Configure services to log on using the Local System account
        • Configure services to log on using a user account
      • Managing product components
        • View product components
        • Monitor services from the Output Manager Console
        • Authorize servers
      • SSL certificates
      • Backing up and restoring the Output Manager database
        • Schedule periodic backups
        • Restore a backup
        • Back up from a command prompt
      • Configure NetWeaver integration
      • Notifications
    • User Interface Reference
      • @DateTimeToString dialog box
      • @LookupCsv dialog box
      • @Parse dialog box
      • @StringToDateTime dialog box
      • Add Columns dialog box
      • Add Destination (from Devices) dialog box
      • Add Destination dialog box
      • Add Source dialog box
      • Ad Hoc Rule dialog box
      • Ad Hoc Rules Manager dialog box
      • Adjust Message Priority dialog box
      • Adjust User Custom Properties dialog box
      • Advanced Costing Profile dialog box
      • Alert Rule dialog box
      • Alert Rules Manager dialog box
      • Allowances Profile dialog box
      • Assign Access Control dialog box
      • Bitmap Output tab
      • Browse LDAP Server dialog box
      • Burst Document - Line Mode dialog box
        • Extract Text tab
        • Burst Conditions tab
        • Set Document Properties tab
      • Burst Document - Page Mode dialog box
        • Extract Text tab
        • Burst Conditions tab
        • Set Document Properties tab
      • Business Rule dialog box
      • Business Rules Manager dialog box
      • Configuration tab
      • Configure Columns utility
      • Configure Device dialog box
      • Configure Document Properties utility
      • Configure IP Ranges dialog box
      • Configure Kiosk dialog box
      • Configure Method Call dialog box
      • Configure Transform dialog box
      • Configuring administrative options
      • Connect to Output Manager Server dialog box
      • Create Package dialog box
      • Create Resource or Edit Resource dialog box
      • Custom DBM Activation dialog box
      • Deactivate DBM Components dialog box
      • Department dialog box
      • Departments tab
        • Windows Groups to Departments Mapping dialog box
      • Desktop Client Installation dialog box
      • Desktop Client Profile dialog box
      • Destination Capabilities dialog box
      • Destination Configuration dialog box
        • AutoStore settings tab (Destination Configuration)
        • ControlSuite settings tab (Destination Configuration)
        • Email settings tab (Destination Configuration)
        • Error Handling tab (Destination Configuration)
        • Fiery device settings tab (Destination Configuration)
        • Folder settings tab (Destination Configuration)
        • FTP settings tab (Destination Configuration)
        • IPDS settings tab (Destination Configuration)
        • IPP settings tab (Destination Configuration)
        • JDF/JMF settings tab (Destination Configuration)
        • LPR settings tab (Destination Configuration)
        • Microsoft Universal Print settings (Destination Configuration)
        • More settings tab (Destination Configuration)
        • OM settings tab (Destination Configuration)
        • SharePoint device settings tab (Destination Configuration)
        • Socket settings tab (Destination Configuration)
        • WebSphere MQ settings tab (Destination)
        • Windows queue settings tab (Destination Configuration)
      • Destination Configuration (bulk settings) dialog box
        • Email settings tab (Destination Bulk Configuration)
        • Error Handling tab (Bulk Configuration)
        • Fiery Device settings tab (Bulk Configuration)
        • Folder settings tab (Destination Bulk Configuration)
        • FTP settings tab (Destination Bulk Configuration)
        • General tab (Destination Bulk Configuration)
        • IPP settings tab (Destination Bulk Configuration)
        • JDF/JMF settings tab (Destination Bulk Configuration)
        • LPR settings tab (Destination Bulk Configuration)
        • More settings tab (Destination Bulk Configuration)
        • OM Settings tab (Destination Bulk Configuration)
        • Socket settings tab (Destination Bulk Configuration)
        • WebSphere MQ settings tab (Destination Bulk Configuration)
        • Windows Queue settings tab (Destination Bulk Configuration)
      • Destination/Device Output and SNMP Alert History window
      • Detect Readers dialog box
      • Device Configuration dialog box
        • SNMP tab (Device Configuration)
        • Device Details tab (Device Configuration)
        • Kiosk tab (Device Configuration)
        • Job Status tab (Device Configuration)
      • Device Profile dialog box
      • Device wizard
      • Display Client Pop-up dialog box
      • Document Library Profile dialog box
      • Document Owner Mapping tab
      • Document Properties dialog box
      • Document Properties Profile dialog box
        • Document Property Mappings tab
      • Edit LDAP User dialog box
      • Edit Windows User dialog box
      • Error Handling Profile dialog box
      • Exception Fields dialog box
      • Export Reports dialog box
      • Failover Profile dialog box
      • File Store dialog box
      • Filter Profiles tab
      • Font Face Configuration dialog box
      • Fonts tab
      • General tab (Transform Package)
      • Global Group Routing Map dialog box
      • Group Routing Configuration dialog box
      • Groups tab
      • Headers from Data tab
      • Import Reports dialog box
      • Ini Resource dialog box
      • Input Options tab
      • Job Parsing tab
      • Job Ticket tab
      • Job Status Manager dialog box
      • Job Status Mapping Profile dialog box
      • LDAP Group dialog box
      • LDAP Server dialog box
      • LDAP User dialog box
      • Learning about the Audit Console
      • Library Settings tab
      • License Information tab
        • Adjust Output Manager Instance Feature Allocation dialog box
      • Mail Server Search dialog box
      • Manage Billing Accounts Utility
        • Billing List dialog box
      • Manage CsvDocProp Resources dialog box
      • Manage Product Components Utility
      • Manage Profiles dialog box
      • Manage Resources dialog box
      • Manage Devices Utility
      • Manage Windows Queue Quota Profiles dialog box
      • Manage Windows Queues Utility
        • Server tab
        • Workstation tab
      • Merge Package dialog box
      • MFP Kiosk Preferences Profile dialog box
      • Modify Document dialog box
        • Configuration tab
        • Document Properties tab (Modify Document)
      • Native Headers tab
      • New Device dialog box
      • Notification Profile dialog box
        • Document notifications
          • Document - Notification Editor dialog box
          • Document In Specific State For Elapsed Time - Notification Editor dialog box
          • Document waiting to complete or unrouted - Notification Editor dialog box
        • System notifications
          • Database Usage Monitor - Notification Editor dialog box
          • File Store Usage Monitor - Notification Editor dialog box
          • License Status - Notification Editor dialog box
          • Login Failure Count Exceeded - Notification Editor dialog box
          • Message Posted to Message Log - Notification Editor dialog box
          • Modified Events - Notification Editor dialog box
          • Service is Down - Notification Editor dialog box
          • Source Error - Notification Editor dialog box
          • State Change - Notification Editor dialog box
      • OM Group dialog box
      • OM User dialog box
      • Opening Windows utilities
      • Organizational Units Container Specification dialog box
      • Outbound Email Profile dialog box
      • Output Options tab
      • Package Boundary Fields dialog box
      • Package Manager dialog box
      • Page Layout tab
      • PDF Output tab
      • Power Rule dialog box
      • Preview window
      • Printer Family Profile dialog box
      • Process Designer Utility
      • Remove From Document dialog box
      • Rename Process dialog box
      • Resource Manager dialog box
        • Banner Resource dialog box
        • Binary Resource dialog box
        • Configure Filter Profile dialog box
        • Configure Unit Library dialog box
        • CsvDocProp Resource dialog box
        • FCB Resource dialog box
        • PrinterControlFile Resource dialog box
      • Resources tab
      • Role Manager dialog box
      • Route to Destination (Advanced) dialog box
      • Run Command dialog box
      • Schedule dialog box
      • Schedule Manager dialog box
        • Schedule tab (New/Edit Schedule dialog box)
        • Tasks tab (New/Edit Schedule dialog box)
          • New/Edit Task (Active Directory Synchronization) dialog box
          • New/Edit Task (Create Report) dialog box
          • New/Edit Task (Import Users and Groups) dialog box
          • New/Edit Task (LDAP Synchronization) dialog box
          • New/Edit Task (Output History to Equitrac Import) dialog box
          • New/Edit Task (Perform Rule) dialog box
          • New/Edit Task (Push Reporting Data to Database) dialog box
          • New/Edit Task (Update Output History with Page Counts) dialog box
      • Security Configuration dialog box
        • User or Group Permissions
      • Select Detection Options dialog box
      • Select devices dialog box
      • Select Organizational Units dialog box
      • Select Redirected Destination dialog box
      • Select User Accounts/Groups to Import dialog box
      • Select User dialog box
      • Send Email dialog box
      • Set Document Owner - Advanced dialog box
      • Set Document Owner - Guest dialog box
      • Set Failover Profile dialog box
      • Set Filter Profile dialog box
      • Set General Preferences Utility
        • General tab (Set General Preferences Utility)
        • Destination tab (Set General Preference Utility)
        • Security tab (Set General Preference Utility)
          • Actions saved in auditing information
        • Reporting tab (Set General Preference Utility)
        • Kiosks tab (Set General Preference Utility)
        • Clients tab (Set General Preference Utility)
      • Set Library Filing Profile dialog box
      • Set Notification Profile dialog box
      • Set Output Process dialog box
      • Set Priority in Group dialog box
      • SNMP Server Configuration dialog box
      • Source Properties Profile dialog box
      • Source Configuration dialog box
        • AutoStore settings tab (Source Configuration)
        • ControlSuite settings tab (Source Configuration)
        • Document properties tab (Source Configuration)
        • Email settings tab (Source Configuration)
        • Epic settings tab (Source Configuration)
        • Epic Web Service settings tab (Source Configuration)
        • Filters tab
          • Regular expressions
        • FTP settings tab (Source Configuration)
        • Folder settings tab
        • IPP settings tab (Source Configuration)
        • LPD settings tab (Source Configuration)
        • LPD Queue Settings tab
        • Microsoft Universal Print settings (Source Configuration)
        • More settings tab (Source Configuration)
        • Output settings tab (Source Configuration)
        • Socket settings tab (Sources)
        • TCP/IP NJE settings tab (Source Configuration)
        • Web Upload settings tab (Source Configuration)
        • WebSphere MQ settings tab (Source)
        • Windows queue settings tab (Source Configuration)
      • Source Configuration (bulk settings) dialog box
        • Document Properties tab (Source Bulk Configuration)
        • Email settings tab (Source Bulk Configuration)
        • Epic Settings tab (Source Bulk Configuration)
        • Filters tab (Source Bulk Configuration)
          • Regular expressions
        • Folder Settings tab (Source Bulk Configuration)
        • FTP Settings tab (Source Bulk Configuration)
        • General tab (Source Bulk Configuration)
        • IPP settings tab (Source Bulk Configuration)
        • LPD Settings tab (Source Bulk Configuration)
        • More Settings tab (Source Bulk Configuration)
        • Output Settings tab (Source Bulk Configuration)
        • Socket settings tab (Source Bulk Configuration)
        • Web Upload Settings tab (Source Bulk Configuration)
        • WebSphere MQ settings tab (Source Bulk Configuration)
        • Windows Queue Settings tab (Source Bulk Configuration)
      • Specify LDAP Server Connection dialog box
      • Specify SQL User dialog box
      • Text Extraction Variable Definition dialog box
      • Text Resource dialog box
      • Transform Adept dialog box
      • Transform Office Files dialog box
      • Transform Package dialog box
      • Transform Record Mode (Advanced) dialog box
      • Transform Record Mode (Basic) dialog box
      • Universal PS Driver Wizard
        • Create a Microsoft Windows print queue
        • Add multiple Microsoft Windows print queues
        • Import queues from a file
      • Unzip Document dialog box
      • User Information Stamping dialog box
      • User and Group Selection dialog box
      • User Print Rules Profile dialog box
      • User Print Rule dialog box
      • User Print Rules Manager dialog box
      • Users tab
      • Viewer Configuration dialog box
      • Watermarking dialog box
      • Windows Queue Quota Profile dialog box
      • Windows Queue Quota Rule dialog box
      • Windows Queue Print Rules Manager dialog box
      • Windows Users and Groups dialog box
      • Zip Package dialog box
  • Business Connect
    • Overview
      • Introduction
      • Business Connect Features
      • Product Compatibility
      • System Requirements
      • Prerequisites
      • Mobile Device Management Integration
    • Server Configuration
      • Business Connect Server Configuration
      • Layout Configuration
        • Configuring Font Settings
        • Configuring Logos
        • Configuring Background
        • Configuring Activity
      • Client Support Setup
      • Feature Access Configuration
        • Configure SharePoint Sites (Optional)
      • Geo-Location Management
        • Adding a New Location
        • Adding a Floorplan
        • Editing or Deleting Location Information
      • MFD and Printer Management
      • User and Device Management
        • Managing Users
        • Managing Devices
      • Localization and Multi-Language Support in Business Connect
      • Business Connect Server Logs
      • Troubleshooting
    • Mobile Device Management Integration
      • Configure the Mobile Server URL in AirWatch Console
        • Verify the Mobile Server URL on the Device
      • Configure the Mobile Server URL in Intune
        • Wrap, deploy and install Business Connect iOS app
          • Upload iOS app to portal
          • Configure Business Connect Mobile Server Url
          • Configure App protection policies
          • Configure device enrollment
          • Install Business Connect iOS app in device
        • Setup, deploy and install Business Connect Android app
          • Setup Android Work profile with Intune portal
            • Add apps to the Intune work profile
          • Synchronize and assign app to users
          • Install Business Connect Android app in device
    • Configuring Business Connect Manually
      • Database Configuration
        • Configure a database on an SQL server database
        • Configure an embedded SQL Server Compact database
      • Workflow Engine Configuration
      • About ControlSuite™ Enrollment
      • Printing Services Configuration
      • Web Server Configuration
      • Support Service Configuration
        • Connect Web Server to Support Service on local machine
        • Connect Web server to the Support Service on a remote machine
      • Support Service Configuration in Standalone Mode
        • Connect Web Server to standalone Support Service
      • Security Configuration
      • Launching Admin Tool
      • Configuring Web Capture for Business Connect Server
        • Configure Web Capture Communication Port in AutoStore
      • Configuring SSL for Business Connect
        • Configure SSL for the Business Connect Client
          • Add Site Bindings in IIS
          • Create Business Connect website in IIS
          • Specify the Server Address on the Business Connect Client
        • Configuring SSL for Web Capture
          • Configure the Business Connect Server
          • Add the Certificate to the AutoStore Server
          • Configure SSL for Web Capture in AutoStore
        • Configuring SSL for Support Service
          • Configuring SSL for Support Service in Stand-Alone Mode
  • ControlSuite clients
 › AutoStore › Capture Components › Ricoh SOP › Supported devices

Supported devices

For a current list of supported devices visit the MFD and Productivity Supported Devices.

Search results

Search tips

The search returns topics that contain terms you enter. If you type more than one term, an OR is assumed, which returns topics where any of the terms are found. Enclose your search terms in quotes for exact-phrase matching.

The search also uses fuzzy matching to account for partial words (such as install and installs). The results appear in order of relevance, based on how many search terms occur per topic. Exact matches are highlighted.

To refine the search, you can use the following operators:

  • Type + in front of words that must be included in the search or - in front of words to exclude. (Example: user +shortcut –group finds shortcut and user shortcut, but not group or user group.)
  • Use * as a wildcard for missing characters. The wildcard can be used anywhere in a search term. (Example: inst* finds installation and instructions.)
  • Type title: at the beginning of the search phrase to look only for topic titles. (Example: title:configuration finds the topic titled “Changing the software configuration.”)
  • For multi-term searches, you can specify a priority for terms in your search. Follow the term with ^ and a positive number that indicates the weight given that term. A higher number indicates more weight. (Example: shortcut^10 group gives shortcut 10 times the weight as group.)
  • To use fuzzy searching to account for misspellings, follow the term with ~ and a positive number for the number of corrections to be made. (Example: port~1 matches fort, post, or potr, and other instances where one correction leads to a match.)

Note that operators cannot be used as search terms: + - * : ~ ^ ' "