User guide

Kofax, Inc. 3
Contents
How to Use this Guide .................................................................................................................................5
Introduction ............................................................................................................................................5
Related Documentation ........................................................................................................................5
Technical Support ..................................................................................................................................5
Overview ........................................................................................................................................................6
System Requirements ............................................................................................................................6
Additional Requirements for Kofax Capture 2.7 Features .......................................................6
Setting Up User Accounts ....................................................................................................................6
Setting Up Batch Classes, Document Classes, and Form Types .....................................................7
Setting Up Index Fields .........................................................................................................................7
Adding Lookup Fields ..........................................................................................................................8
Configuring Kofax Capture Destination Files ..........................................................................................9
Taking Advantage of Kofax Front-Office Server 2.7 Features ...............................................................9
Information Updates to Kofax Capture .............................................................................................9
Batch Names .........................................................................................................................................10
Custom Batch Names ...................................................................................................................11
Volume Licensing ................................................................................................................................11
Frequently Asked Questions .....................................................................................................................11