KofaxSupplier Portal Buyer Admin Help
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    • Architecture
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    • Navigate the portal
      • Use the Worklist
      • Use the search function
      • Use the export list or mail list function
        • Import into Excel
  • User administration
    • Basic concepts
      • Identity
      • User statuses
      • Roles
        • Supplier user roles
        • Buyer admin roles
      • Authorizations
      • Privileges
    • Create users
      • Create supplier users
      • Create buyer admin users
      • Create admin lead users
      • Create SSO users
      • Conventions
    • Upload users
      • Upload the user records
      • Upload formats
      • Activate the uploaded users
    • Approve self-registration workflows
    • Lock and unlock user accounts
    • Set vendor authorizations
      • Set default vendor authorizations
      • Set vendor-specific authorizations
    • Set supplier user authorizations
    • Delete supplier users
  • Vendors and groups
    • Vendors
      • Assign an additional vendor
      • Vendor master records
        • Manage vendor master records
        • Change vendor master data
          • Authorize the vendor master record
          • Approve vendor master changes
    • Groups
      • Copy an existing group
      • Maintain or delete groups
      • Create a new group
        • Access restriction fields
  • Invoices and credit notes
    • View documents
    • Attachments
      • View invoice images and other attachments
    • Notes
      • View notes
    • Messages
      • View messages
      • Action statuses
    • Related documents
      • View related documents
    • Audit trails
      • View audit trails
  • Purchase orders
    • View purchase orders
    • Purchase order status
    • Line item status icons
  • Order confirmations
    • View order confirmations
  • Configure the portal
    • Configure the Log on page
      • Create a new information page
      • Modify an existing information page
      • Hide the self-registration option
    • Configure email notifications
      • Set up the email service
      • Set up the email templates
        • Create a template
        • Modify an existing template
        • Predefined templates
        • Placeholders
      • Assign email templates to user-related actions
      • Enable email notifications for document-related actions
    • Configure the self-registration process
      • Configure the self-registration method
      • Set up the approval workflow
      • Self-registration parameters
    • Configure the vendor association process
    • Set up company codes
      • Add company codes
      • Modify or remove company codes
    • Add a system ID to the white list
    • Configure field profiles
      • Rename field labels
      • Show and hide fields
        • Example - View payment block indicators
        • Example - Do not display credit flag
    • Set up the password policy
      • Password length and format
    • Configure general portal settings
      • Configure the portal layout and behavior
    • Configure the upload types
  • Workflows
    • Maintain processors and recipient groups
    • Assign additional users to a recipient group
    • Create a new recipient group
  • SAML
    • SAML entities
    • Message encryption
    • User information
    • Single Sign-On (SSO) scenarios
    • Single Logout (SLO) scenarios
    • Configure SAML
      • Configure the assertion rules
      • Configure the IdP
        • Identity Provider parameters
      • Configure the SP
        • Service provider parameters
      • Enable SSO with SAML
  • Synchronization logs
    • View synchronization logs
  • Reports
    • Create customized reports
    • Predefined reports
  • Monitor the portal
    • Health status check
    • Memory consumption
    • Number of active sessions
  • Statistics
  • Maintain your user profile
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Search results

Search tips

The search returns topics that contain terms you enter. If you type more than one term, an OR is assumed, which returns topics where any of the terms are found. Enclose your search terms in quotes for exact-phrase matching.

The search also uses fuzzy matching to account for partial words (such as install and installs). The results appear in order of relevance, based on how many search terms occur per topic. Exact matches are highlighted.

To refine the search, you can use the following operators:

  • Type + in front of words that must be included in the search or - in front of words to exclude. (Example: user +shortcut –group finds shortcut and user shortcut, but not group or user group.)
  • Use * as a wildcard for missing characters. The wildcard can be used anywhere in a search term. (Example: inst* finds installation and instructions.)
  • Type title: at the beginning of the search phrase to look only for topic titles. (Example: title:configuration finds the topic titled “Changing the software configuration.”)
  • For multi-term searches, you can specify a priority for terms in your search. Follow the term with ^ and a positive number that indicates the weight given that term. A higher number indicates more weight. (Example: shortcut^10 group gives shortcut 10 times the weight as group.)
  • To use fuzzy searching to account for misspellings, follow the term with ~ and a positive number for the number of corrections to be made. (Example: port~1 matches fort, post, or potr, and other instances where one correction leads to a match.)

Note that operators cannot be used as search terms: + - * : ~ ^ ' "