Step 1: create batch class – Kofax INDICIUS 6.0 User Manual
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Chapter 4
82
Getting Started Guide (Classification and Separation)
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”.
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 patch code separators” 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” 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:
Appraisal Report
Funding Transmittal
Header
Initial Escrow
Loan Application
Redemption