Overview > Set up an export connector for a document type

Set up an export connector for a document type

Set up an export connector for the document types in a process. By default, the ALL category is selected and all the processes (system and user-defined) appear. You can filter processes based on other categories.

Note When you try to select the process for which a classification group is not defined, an error message appears.
  1. On the Select Process list, select the process.

    The list of document types appears in the Available Document Types box.

  2. From the Available Document Types box, select the document type and click Add.

    The selected document type appears in the Assigned Document Types box.

  3. From the Assigned Document Types box, select the document type for which to assign the connector and click Connectors.

    The Export Connectors - <Document type name> window appears.

  4. From the Available Export Connectors box, select the connectors to assign to the document type and click Add.

    The Kofax Export Connector for <Connector Name> Setup window appears with a predefined user interface. This step assigns the selected export connector to the document type and adds the selected connector to the Assigned Export Connectors box.

    The export connectors are executed in the sequence specified. Use the Up and Down buttons to change the sequence.

  5. Use the Up and Down buttons to change the sequence.
    The export connectors are executed in the sequence specified.
  6. Map the Document Index Fields to document fields of the document and Kofax Capture Values to system fields of the document.
  7. Configure other details, as needed.
    Note If you use an Export activity in your process, at runtime, documents are converted into images and exported to a folder in the format specified.