Welcome > Use Kofax TotalAgility to configure the export connector

Use Kofax TotalAgility to configure the export connector

  1. Verify that the export connector is installed according to the instructions in the Administrator's Guide.
  2. On the Export Connector Configuration screen, click Setup.
  3. On the Export Connectors - Setup screen, select the process to use for exporting document types to OpenText eDOCS DM.
  4. Select a document type to associate with the selected process, and click Add.
  5. Click Connectors.

    The Export Connectors - <document type> screen appears.

  6. On the Available Export Connectors list, select Kofax Export Connector for OpenText eDOCS Document Management and click Add.

    Your selection is moved to the Assigned Export Connectors list, and the export connector setup window appears.

    The DM Login Information window appears.

  7. Enter your OpenText eDOCS DM user name and password. The password is case-sensitive.
  8. Enter the domain, which is the OpenText eDOCS DM library name.

    The login information is used to log in to the OpenText eDOCS DM repository. This information is saved and used during export.

  9. On the setup window, configure the settings on each tab. Click Help on any tab for details about individual settings.
  10. When you finish with the setup window, click OK.

    Information messages display a list of changes to the settings and custom properties.

  11. Click OK to clear the information messages.