Default Storage Tab
Use this tab to select options for naming and storing your document and index data files.
Other Tabs
Default Storage Folder
View the folder where the files are to be stored. A predefined path is provided, such as the following:
ServerPath\Kofax\Capture\Export\{Batch Class Name}\{Document Class Name}\{Document ID}
Where:
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ServerPath is the path and name for your server.
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{Batch Class Name}, {Document Class Name}, and {Document ID} are Kofax Values that reflect specific values at export time.
- Custom button
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Click this button to use the Custom Folder window to define a storage folder that differs from the predefined location.
Custom File Name
Use these options to set preferences for custom file names.
- Standard file name (hexadecimal number)
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Creates file names using the standard Kofax file naming convention based on the unique document ID value generated by the system, and converts it to a hexadecimal format that is zero-padded to 8 places. For example, if the document ID is 19A27C (shown as a hexadecimal number), the file name would be 0019A27C.tif. This is the default setting.
If you require an 8.3 file name format, select this option.
- Decimal-based file name (integer)
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Creates file names using decimal numeric values. This method uses the unique document ID value generated by the system and formats it into a decimal representation. For example, if the document ID is 19A27C (shown as a hexadecimal number), the file name would be 1679996.tif (converted to an integer).
Use leading zeros in decimal file name
If you selected "Decimal-based file name", select this check box to include leading zeros in the file name. For example, an image named 1679996.tif becomes 01679996.tif. File names are zero-padded to 8 digits.
- Custom file name
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Define your own file naming convention. You can enter a combination of text and values (such as index fields) to specify a custom name for the file.
Use the arrow to display a menu that includes the following options:
The names and availability of the following settings may vary, depending on which Kofax product (Kofax Capture, Kofax TotalAgility, or other) is used with the export connector.
- Document Index Fields
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Displays a list of 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
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Displays a list of index fields defined for the folder class. You can define multiple folder classes, each with its own folder index fields. When no folder classes exist or when all folder classes have no index fields defined, this option is not available.
- Batch Fields
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Displays a 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 Values
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Displays a list of Kofax Values.
- Text Constants
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Displays a descriptive piece of text to be used exactly as specified.
Duplicate Name Handling
Use the following options to determine how to handle duplicate file names.
- Replace if duplicate is found
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Overwrites a file if a duplicate file name is found.
- Rename if duplicate is found
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Creates a duplicate file with an appended version number when a duplicate file name is found.
If a duplicate file is found, a new file name is created based on the original file name with the addition of a version number. The format of the version number is" _Vn" where n is a number starting with 2 and increasing until a unique file name can be created. For example, if ClientName.tif already exists, a duplicate file is created with the file name ClientName_V2.tif. If ClientName_V2.tif already exists, a duplicate file is created with the file name ClientName_V3.tif, and so on.
Duplicate renaming also applies to PDF and OCR files (if you set up the export connector to generate PDF and OCR files), and to XML or custom transform files. The duplicate PDF and OCR file names match the image file names as a group. For example, if Document.tif, Document_v2.tif, and Document_v3.tif already exist, after selecting this option, the next duplicate file name group would be Document_v4.tif, and Document_v4.pdf.
The maximum file name length is determined by the operating system.
Kofax fixed schema files (.xsd or .dtd files) are not overwritten; new data is appended to the existing files.
- Error if duplicate is found
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Rejects a file, and with Kofax Capture, sends it to the Quality Control module when a duplicate name is detected.
UNC Path Response Handling
Use the following options to determine what to do if the UNC path does not respond during the process of exporting documents to a storage folder on the network.
- Enable retry if UNC path does not respond
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Select this check box if the UNC path should be tried again.
- Number of retries
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If the check box is selected, specify the number of retry attempts to make. The default setting is 10 retries. The valid range is 1 to 100 retries.
- Wait time (milliseconds)
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If the check box is selected, set the amount of time (in milliseconds) to wait between each retry attempt. The default setting is 1000 milliseconds, or 1 second. The valid range is 100 to 100000 milliseconds.