Use the SharePoint Export Setup window to configure Kofax Express to export batches to a SharePoint repository.

You configure the export settings to set the SharePoint location where the exported batches are stored. You can link Kofax Express index fields to SharePoint columns or subsites.

Root Destination

Use this group of settings to identify the SharePoint repository where you plan to export batches. You must complete the information in this section to connect to SharePoint.

Root Site URL

Enter the Site URL for your SharePoint repository.

Setup

Sets the index field to be used as a subsite value. Setup is available only if you set at least one index field as Required on the Index Setup tab.

Username

Enter the Username for your SharePoint repository.

Password

Enter the password associated with the Username specified in the preceding field.

Domain

Enter the domain associated with the SharePoint repository.

File type

Set one of the following formats for exporting the scanned images:

PDF - Portable Document Format

Supports standard PDF format. Click Setup to open the PDF Setup window, where you set preferences for producing highly compressed PDF files with optional OCR capabilities.

PDF/A - Portable Document Format Archive

Supports a PDF format intended for long-term archiving. Click Setup to open the PDF Setup window, where you set preferences for producing highly compressed PDF files with optional OCR capabilities.

TIFF - Tagged Image File Format - Kofax

Offers backward compatibility to support some Kofax legacy applications. Automatically switches to JPEG compression within the TIFF, if necessary for a color image.

TIFF - Tagged Image File Format - LZW Compression

Offers compatibility that is the same as Multipage TIFF - CCITT Group 4. Compatible with the Microsoft viewer.

TIFF - Tagged Image File Format - Technical Note 2

Offers compatibility with an industry-standard specification for storing image data. Automatically switches to JPEG compression within the TIFF, if necessary for a color image.

TIFF - Tagged Image File Format - Uncompressed

Offers compatibility for files such as photographs, for which compression is not acceptable.

Subsites

Use this group to define a list of SharePoint subsites for exporting index field values. If no index fields are configured for your job, the Subsites group is not available.

Subsites

Define the list of subsites where index fields values can be exported. Once you select a subsite on the list, go to the Images group to configure related preferences.

Use the following controls to manage the list of subsites that are available for exported index field values:

• Add subsite: Click the plus sign to select a SharePoint subsite to add to the list of available subsites.

• Remove subsite: Click the minus sign to remove the selected subsite from the list.

• Remove all subsites: Click the X symbol to remove the entire list of subsites.

Set as default

When you set a subsite as the default, the Images group settings associated with it are applied if you export to a subsite that does not appear on the Subsites list. If you export to a subsite on the list, the configured subsite settings are applied.

Images

Use this group of settings to connect to the SharePoint server and set preferences for naming the document files and identifying the content type. If a subsite is selected in the Subsites group, the settings in the Images group apply to the subsite. You can specify a different set of settings for each subsite.

Library

Displays the library specified in the SharePoint group after you click Connect.

Document file name

Sets the format for each document file name. The format can be a combination of variables and static text. To view a list of available formats based on existing index fields, click Setup.

For example, if you select {Document Number With Zeros[8]}, a file is created in SharePoint for each document in the batch. In this example, each file name would consist of the document number assigned when the batch was scanned. The document number would be preceded by 7 leading zeroes, as shown here:

00000003.pdf

Content type

Since content types are linked to SharePoint libraries, click Connect to connect to SharePoint to populate the "Content type" list. Click the arrow to view and select an available SharePoint content type. Once the content type is selected, the appropriate SharePoint columns are displayed to link to Kofax Express index fields. If no content type is specified, the batch is exported as the default content type available in the export folder.