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Kofax Capture & Microsoft SharePoint
Paper to Desktop
 Step 1- Go to the Start menu and open Kofax
Capture Scan. A dialogue box titled create
batch will automatically open.
 Step 2- Insert the ‘Client Name’ in the field
listed as _Name_, the description is optional to
the process
 Step 3- Select the appropriate _Scanner
Profile_
 Step 4- Insert document into scanner
 Step 5- Select the option to _Scan_ or _Scan
All_
 Step 6- ‘Right Click’ on a scanned image within
the panel labelled _Batch Content_ and select
the first option to _Create Document_ proceed
to add pages earmarked for that specific
document.
 Step 7- Select from the _Home_ panel the
option to _Close_ batch.
 Step 1- Go to the Start menu and open Kofax
Capture Validation. A dialogue box titled
_Open Batch_ will automatically open.
 Step 2- Select the batch to be validated and
select _OK_
 Step 2- Apply all required information into the
appropriate _Index Fields_
 Step 3- Select from the _Home_ panel the
option to _Close_ batch.
 Step 1- Go to the Start menu and open Kofax
Capture Export. This will automatically launch
the process which takes the document from
Kofax to Sharepoint
Team Site > Home
Team Site > Tax Document Library
Select Client Name
Select Year of Assessment
Select Document
Follow webpage dialogue box instructions
to open the document
 The entire process, ceteris paribus, should not
exceed three (3) minutes.
 The Scanner Profile whose title ends with color
may present an error at the end of each scan
prompting the input of more paper to scan. In
which event select the option to stop the scan.

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Paper to Desktop

  • 1. Kofax Capture & Microsoft SharePoint
  • 3.  Step 1- Go to the Start menu and open Kofax Capture Scan. A dialogue box titled create batch will automatically open.  Step 2- Insert the ‘Client Name’ in the field listed as _Name_, the description is optional to the process  Step 3- Select the appropriate _Scanner Profile_  Step 4- Insert document into scanner
  • 4.  Step 5- Select the option to _Scan_ or _Scan All_  Step 6- ‘Right Click’ on a scanned image within the panel labelled _Batch Content_ and select the first option to _Create Document_ proceed to add pages earmarked for that specific document.  Step 7- Select from the _Home_ panel the option to _Close_ batch.
  • 5.  Step 1- Go to the Start menu and open Kofax Capture Validation. A dialogue box titled _Open Batch_ will automatically open.  Step 2- Select the batch to be validated and select _OK_  Step 2- Apply all required information into the appropriate _Index Fields_  Step 3- Select from the _Home_ panel the option to _Close_ batch.
  • 6.  Step 1- Go to the Start menu and open Kofax Capture Export. This will automatically launch the process which takes the document from Kofax to Sharepoint
  • 7. Team Site > Home Team Site > Tax Document Library Select Client Name Select Year of Assessment Select Document Follow webpage dialogue box instructions to open the document
  • 8.  The entire process, ceteris paribus, should not exceed three (3) minutes.  The Scanner Profile whose title ends with color may present an error at the end of each scan prompting the input of more paper to scan. In which event select the option to stop the scan.