Folders and Document Sets tab

Use this tab to specify your folders and document sets destination.

After specifying a root destination, you can optionally define additional folders under the root destination and export documents to the lowest-level folder.

When you add a new folder, give it a label by selecting the folder, clicking in the Kofax Mappings field, and specifying a combination of text, document index fields, batch fields and Kofax Values.

Export fails if the folder path or folder name exceeds the length allowed in Microsoft SharePoint.

Add button

Click to add a new item. A blank folder appears in the Folders and Document Sets panel. To create a folder tree, continue to click Add until your tree is defined.

Delete button

Click to delete a selected folder and any folders that are children of the selected folder.

Content type

Select a content type for the selected item from the list. The items in the list depend on the properties of destination selected in the Destination Settings tab.

Skip empty folder names

Select this option to skip creating one or more folders in the folder tree if the supplied folder name values are blank. When selected, the exported files are put in the deepest available folder in the folder tree.

SharePoint Columns

Displays the Microsoft SharePoint columns associated with the selected content type. An asterisk (*) indicates that the column requires a value.

Kofax Mappings

Enter a combination of text and Kofax Mappings.

To enter a descriptive piece of text to be used "as is," click the box and type the text.

To enter one or more values, click the button to display a menu with the following options:

Document Index Fields: Displays a list of Kofax Capture index fields defined for the document class. If no document index fields are defined for the document class, this option is not available.
Folder Index Fields: Displays a list of Kofax Capture index fields defined for the folder class. If no folder index fields are defined for the folder class, this option is not available.
Batch Fields: Displays a list of Kofax Capture batch fields defined for the batch class. If no batch fields are defined for the batch class, this option is not available.
Kofax Values: Displays a list of Kofax Values.

For more information on entering text and values, see Enter text and values.