Add EDI type

To define an EDI type, provide an XML schema definition file and a sample XML document.

Kofax Import Connector is shipped with several predefined EDI types. Additional EDI types are available for download. You can use EDI types in the following situations:

  • Mapping the values of EDI elements to the batch/folder/document index fields of a batch class.

  • Rendering the values of EDI elements as a TIFF or PDF.

  • Additionally, using EDI types as filters in rules.

You can also use custom EDI types.

Use the following procedure to add an EDI type.

  1. Start KC Plug-In in one of the following ways:
    • On a Kofax Capture Network Server remote site, start KC Plug-In from the KIC - Electronic Documents group in the Windows Start menu.

    • On other Kofax Capture installations, start Kofax Capture Administration and select Electronic Documents > Configuration.

  2. Go to the EDI Types tab.
  3. On the EDI Type Tasks menu, click Add EDI Type.

    You are prompted to provide an XML schema definition file (.xsd) and a matching sample XML document.

  4. Browse to your XML schema definition file (.xsd) and select one of the following:
    • One of the EDI types supported out of the box from <installdir>\EDI\SampleConfigFiles\.

    • One of the EDI types that you have downloaded from www.kofax.com.

    • Your custom EDI format.

  5. Browse to a sample XML file that uses the specified schema.
  6. Now you can create a destination that uses this EDI format. See Manage destinations For additional information and configuration about EDI import, see Import EDI files.