Use this tab to add, view, and edit shortcuts.
The General tab has the following fields.
Enter a name for the shortcut. Shortcut names must be unique on the server.
Select a destination associated with the shortcut. The remainder of the tab is populated with fields related to the selected destination. The fields vary, depending on the destination type you select, as described below.
If you select the Coversheet destination, no additional information is required.
If you select the Email destination, fill out the fields in this section. For each field, select your display preferences:
Masked: Select this check box to mask a value when it is displayed.
Thin Client: Displays the value on the Thin Client.
MFP: Displays the value on the MFP front panel.
Mobile: Displays the value on the mobile device.
Summary: Displays the value on the Active Jobs List.
User Name for the account that has permissions to access the email server.
The password associated with the User ID in the previous field.
Email address for the person sending the email message.
Email address for each recipient of the email message.
Email address for each recipient who will receive a copy of the email message.
Email address for each recipient who will receive a confidential copy of the email message. When the message is sent, each email address on the Bcc list is hidden from other recipients.
Text to appear on the subject line of the email message.
Content of the email message.
Base file name to be used for documents sent as email attachments.
If you select the Folder destination, fill out the fields in this section. For each field, select your display preferences:
Masked: Select this check box to mask a value when it is displayed.
Thin Client: Displays the value on the Thin Client.
MFP: Displays the value on the MFP front panel.
Mobile: Displays the value on the mobile device.
Summary: Displays the value on the Active Jobs List.
Enter the path to the folder.
Enter the folder name.
Enter the file name.
If you select the Fax destination, fill out the fields in this section. For the applicable fields, set your display preferences:
Masked: Select this check box to mask a value when it is displayed.
Thin Client: Displays the value on the Thin Client.
MFP: Displays the value on the MFP front panel.
Mobile: Displays the value on the mobile device.
Summary: Displays the value on the Active Jobs List.
Fax number for the recipient.
Fax number for the sender.
Name of the sender.
Text to appear on the subject line of the fax message.
If you select the Inbox destination, fill out the fields in this section. For each field, select your display preferences:
Masked: Select this check box to mask a value when it is displayed.
Thin Client: Displays the value on the Thin Client.
MFP: Displays the value on the MFP front panel.
Mobile: Displays the value on the mobile device.
Summary: Displays the value on the Active Jobs List.
The name of the Kofax Front Office Server user you want to receive the document in the Thin Client.
The name of the job associated with the document to be sent to the Thin Client.
If you select the Kofax Capture destination, the fields include the following:
Select a form type. Form types are displayed in the following formats:
If the Kofax Capture form type exists in only one batch class, then the form type name is just the form type.
If the Kofax Capture form type exists in multiple batch classes, then the form type name is the form type name followed by the batch class name in parentheses: Form Type (Batch Class).
401k (Human Resources)
401k (Financial Services)
Each batch class has a hard-coded Form Type named [Loose Pages] which is used for submitting to a batch class directly, allowing Kofax Capture to perform document classification/recognition.
[Loose Pages] (Human Resources)
[Loose Pages] (Financial Services)
Batch index fields for the form type are listed first, followed by document class fields.
Note If you add or remove a validation script associated with the form type / batch class settings specified here, the change is not automatically inherited by the shortcut. Therefore, you must update and save the applicable Kofax Capture fields specified for this shortcut.
Default values from Kofax Capture are displayed. Enter any default values for batch or index fields that you want to appear on the front panel of a device or in the Thin Client. Enter dates in the format indicated to the right of the field or click the calendar button to select a date. Users can change these values as needed.
Fields that are required fields in Kofax Capture have an asterisk (*) in front of the field name. Users at devices and in the Thin Client are required to enter information into all required fields. You can leave a required field blank if you need users to enter a value at the front panel.
Your entries at this tab are validated against the data type. For example, a message appears if you enter a decimal value into an integer field. Float and date are also validated, but not time.
For each field, you can select display preferences:
Masked: Select this check box to mask a value when it is displayed.
Thin Client: Displays the value on the Thin Client.
MFP: Displays the value on the MFP front panel.
Mobile: Displays the value on the mobile device.
Summary: Displays the value on the Active Jobs List.
If you select the Microsoft SharePoint destination, the fields include the following:
The path is filled in automatically after you enter the Site URL.
Site or subsite URL for your SharePoint repository. Based on your selection, other related fields appear.
Enter the details related to your SharePoint repository as required. Depending on the Content Type selection, the other SharePoint fields may vary. The entry for the Name field is required; it appears on the Active Jobs List.
If you select a CMIS destination, the fields include the following:
If you select an on-premise CMIS destination, enter the User ID for the account that has permissions to access the server.
Enter the password associated with the User ID in the previous field.
The path is filled in automatically after you enter the Destination.
Select repository display preferences (see the display preferences specified under “Destination Path.”
Enter folder name or create a new folder for the CMIS repository. Select the Document Content Type that the folder will accept. To create a new folder (which you can do during setup or while using the software):
Browse to the parent folder and select Create New Folder.
In the Folder Name field, enter a name for the folder.
Folder names cannot contain invalid characters like the tilde (~), quotation marks, and so forth. Using an invalid character generates an error message.
If a folder with the same name already exists, the system generates a message.
Moving the cursor away from the field saves the information.
Select the Document Content Type that the folder will accept. On the Document Settings tab, select the check box next to the properties that the system can use as search fields.
Select folder display preferences (see the display preferences specified under “Destination Path.”
For more information about using CMIS, see Preparing to Release Documents to the Alfresco Cloud.