Toolbars and buttons

In addition to the main toolbar, several other toolbars are available in some of the tabs.

  • Main Toolbar - Gives quick access to main features for the Synchronization Tool.

  • Classes Buttons - Used for mapping Kofax Transformation Modules classes to Kofax Capture form types.

  • Fields Buttons - Used for mapping extraction fields defined for the project to Kofax Capture index fields.

  • Folders Buttons - Used for mapping Kofax Transformation Modules folders to Kofax Capture folder.

  • Folder Fields Buttons - Used for mapping Kofax Transformation Modules folder fields to Kofax Capture folder index fields.

  • Synchronize Buttons - Used for synchronizing the Kofax Transformation project.

Table 1. Main Toolbar
Icons Description

Open Project icon

Load Project

Opens the Open Project File window where you can browse the designated project.

Add a New Document Class icon.

Add a New Document Class

Adds a new document class in the Kofax Capture Document Classes Panel.

Add Form Type icon.

Add Form Type

Adds new form types in the Kofax Capture Document Classes Panel

Delete icon

Delete

Deletes only new document classes and new form types that are not already synchronized with Kofax Capture.

Table 2. Classes Buttons
Buttons Description

Button to create a document class and a form type for each selected class.

Create a Document Class and a Form Type for each selected class

Creates a new document class and form type in the list of Kofax Capture document classes for each selected class.

Button to create a form type for each selected class.

Create a Form Type for each selected class

Creates, for each selected class, a new form type for the document class that is currently selected in the right pane.

Button to assign the selected classes to a form type.

Assign selected classes to form type

Assigns all classes selected in the left pane to the form type selected in the right pane.

Table 3. Fields Buttons
Buttons Description

Button to create a new index field.

Create new index field

Creates a new index field with a name that you provide.

Button to create a new index field with the name of the extraction field and assign it.

Create a new index field with the name of the extraction field and assign it

Creates a new index field with the name of the selected extraction field and automatically assigns it. Multi-selection is not supported.

Button to create a new index field for each extraction field and assign it.

Create new index field for each extraction field and assign it

Creates a new index field for each extraction field and automatically assigns it.

Button to create a new index field for each extraction field and assign it for all classes.

Create new index field for each extraction field in all classes and assign it

Creates a new index field for each extraction field and automatically assigns it. This is done for all index fields in all classes of the project.

Table 4. Folders Buttons
Buttons Description

Button to create a new folder class.

Create new folder class

Creates a new folder class in Kofax Capture.

Button to create selected folder and assign it.

Create a new folder class with the name of the selected folder and assign it

Creates a new folder class with the name of the selected project folder.

Button to create new folder classes for all project folders and assign them.

Create new folder classes for all project folders and assign them

Creates a new folder class for each project folder and assigns it.

Table 5. Folder Fields Buttons
Buttons Description

Button to create a new folder or batch field.

Create new folder/batch field

Creates a new folder index field for the sleeted folder class on the left side of the pane.

Button to create a new folder or batch field in Kofax Capture with current name and assign it.

Create new folder/batch field in Kofax Capture with current name and assign it

Creates a new index or batch field with the name of the selected folder field.

Button to create a new folder or batch field in Kofax Capture for each extraction field and assign it.

Create new folder/batch field in Kofax Capture for each extraction field and assign it:

Creates a new index or batch field for each existing file in the selected folder.

Table 6. Synchronize Button
Button Description

Button to synchronize.

Synchronize

Starts the synchronization process. A progress bar is displayed during synchronization.