Setting up the export connector, Storage settings tab, Document settings tab – Kofax Capture Export Connector User Manual

Page 13: Document options tab, Routing tab, Image format tab, General settings tab

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Ascent® 7.5 Release Script for Documentum 6.0-6.5 Release Notes

Kofax, Inc.

9

5

Enter your Documentum user name, password, and the desired Documentum repository.

(The user name and password are case-sensitive.)

Note

The login information will be saved and used during Export.

6

Click OK.

Setting Up the Export Connector

The following sections describe the setup options.

Storage Settings Tab

This tab allows you to specify the storage location for your exported documents. In addition, you

can select from a list of available Documentum folder object types and link Kofax Capture Values

to Documentum folder properties. This tab allows you to create folders for your exported

documents.

Document Settings Tab

This tab allows you to select from a list of available object types, and link Kofax Capture Values to

Documentum properties. It also allows you to specify document versioning and optionally select a

dynamic object type to your exported documents.

Document Options Tab

This tab allows you to select from a list of available permission sets, and link Kofax Capture

Values to Documentum permission sets. It also allows you to set full text indexing, specify

whether exported documents are to be converted to virtual documents, and select a location for

saving exception documents.

Routing Tab

This tab allows you to specify the lifecycle stages for exported documents and define distribution

options. In addition, you can specify an existing or dynamic workflow for exported documents.

Image Format Tab

This tab allows you to specify the desired image format(s) for releasing your images. You can

specify a primary format and a rendition format. If Adobe PDF is selected as an image format, the

PDF Settings on this tab will become available for selection.

General Settings Tab

This tab allows you to specify a temporary storage location to be used at export time, and specify

whether to skip the first page of each document. You may want to skip the first page if you are

using standalone separator sheets to separate your documents, and you do not want to export the

separator sheets.

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