Owner manual

Configuration
Getting Started Guide (Classification and Separation)
109
Integrate the Configuration with Kofax Capture
Once the configuration has been created and tested, it needs to be assigned to a batch
class in Kofax Capture Administration.
Step 1: Create Batch Class
X To create a batch class
1 Start Kofax Capture Administration by clicking Start on the taskbar to
display the menu, and selecting:
All Programs | Kofax Capture 8.0 | Administration.
2 Select File | New | Batch Class.
3 In the “Name:” box, enter “My Mortgage Apps with Separation”.
4 Select the Queues tab.
5 Add the following modules (and re-order them as follows):
 Scan
 Classification and Separation
 DocumentReview
 Recognition
 Completion
 Release
6 Select the Separation and Form Identification tab.
7 Select the “Kofax fixed pages” option.
8 Click OK.
Step 2: Insert Required Document Classes and Form Types
X To insert the required document classes
1 On the Batch panel, select the “My Mortgage Apps with Separation” batch
class.
2 Right click on the selection to display the menu, and select Insert Document
Class.
3 The Insert Document Class window is displayed, containing a list of all the
available document classes with Kofax Capture Administration.
4 Press Ctrl and click to select the following document classes: