Document tab

Use this tab to specify CMIS properties for the documents to be exported. In addition, you can assign Kofax field values to the properties.

Name
Enter a name for your export connector. This name is used to refer to the export connector in your Kofax application. This field is not required, but it may help to track export connectors if you are using the Kofax Capture Multiple Export feature. The maximum length is 32 characters.
Table

Use the table to establish links between CMIS properties for an exported document and Kofax field values. When exporting a document, the Name property is used to name the document.

To link values, select the field associated with a CMIS document property. A context menu button appears. Click the button to display menu options for linking Kofax field values (such as Index fields, Batch fields, or Kofax Values) to the selected CMIS property.

Search

Use the Search column to specify which properties to use to search for.

If no check box is selected, a new document is always created. In this case, the new document properties are set with the value from the settings.

If one document is found by a search property and all other document properties (not including the search field) are empty, the properties of the document are updated with the value from this settings. Otherwise, if any property is not empty, the document properties stay the same.

If more than one folder is found, the first folder is updated and a message is logged.

CMIS Properties

This list contains document properties associated with the selected object type. All properties defined for the selected document are listed, with these exceptions: CMIS system-generated properties, system-owned properties, and hidden properties.

Note the following:

  • Required document properties are shown with an asterisk in front of their names (such as *Name). You must provide a Kofax field value for each required CMIS property.

  • The Name property is used to specify a name for your document at export time.

Note The data types of the linked Kofax field values must be compatible with CMIS data types.
Kofax Mappings

You can link CMIS document properties to Kofax field values based on Index fields, Batch fields, and Kofax Values.

Document Index Fields

Select to display a list of Kofax Capture index fields defined for the document class. If no document index fields are defined for the document class, this option is not available.

Folder Index Fields

Select this option to display a list of Kofax Capture index fields defined for the folder class. If no folder index fields are defined for the folder class, this option is not available.

Batch Fields

Select this list of Kofax Capture batch fields defined for the batch class. If no batch fields are defined for the batch class, this option is not available.

Kofax Value

Select to display a list of Kofax Values.