KofaxControlSuite Web Help
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  • Welcome to Kofax ControlSuite
  • Install and Configure ControlSuite
    • ControlSuite overview
      • Equitrac overview
      • AutoStore overview
      • Output Manager overview
      • Business Connect overview
    • Preparing to install ControlSuite
    • Security Framework Service and Datacenters
      • Understanding Security Framework Datacenters
      • Configure Security Framework servers
      • Reset the Security Framework Service password
      • Backup and restore the Security Framework Service node
        • Configuring the backup
        • Restoring a backup to a new machine
      • Remove a node from the Security Framework Service
        • Delete a live node
        • Delete a dead node
          • Clean up dead node Service Registrations
    • Installing ControlSuite
      • ControlSuite installation overview
        • Install ControlSuite in a production environment
        • Install ControlSuite in a demo environment
      • Equitrac installation overview
        • Install Equitrac in a production environment
        • Install Equitrac in a demo environment
        • Add Equitrac server components to an existing Equitrac environment
        • Upgrade Equitrac
        • Equitrac print submission high availability for DRE
          • Print submission high availability
          • High availability for DRE options
          • Hyper-V cluster
            • Create a highly available VM on a Hyper-V cluster
          • Network load balancer
            • Client and server network printing protocols
            • Client workstation traffic flow
            • DRE considerations
            • Layer 4 load balancing
            • Add the IP address variable
            • Add environment variable
          • Load balancing IPP print queues
          • Load balancing SMB print queues
          • Load balancing LPD print queues
        • Equitrac print release high availability
          • Print release HA configuration workflow
          • Network load balancer
            • Load balancing for print release
            • Configure a virtual service
            • Create a DNS record
            • Add a loopback adapter
            • Add the IP address variable
            • Configure weak host model commands
            • Print release high availability server deployment
          • Install DCE in an high availability setup
          • Configure certificate pinning
          • Monitor DCE health in a cluster
      • AutoStore installation overview
        • Install AutoStore in a production environment
        • Install AutoStore in a demo environment
      • Output Manager installation overview
        • Install Output Manager in a production environment
        • Install Output Manager in a demo environment
        • Install the Output Manager Web Console
        • Install the Output Manager Web Kiosk
        • Output Manager in a high availability environment
          • Install Output Manager for high availability
          • Install the Output Manager Web Console for high availability
          • Install the Output Manager Web Kiosk for high availability
        • SAP NetWeaver integration
          • Establish communication between SAP and Output Manager
          • Remote Function Call mode
            • Create the Remote Function Call connection
            • Create the Real Output Management System
            • Create the Logical Output Management System
          • Command line mode
            • Create the Real Output Management System
            • Create the Logical Output Management System
            • Configure operating system commands
          • Switch tasking modes
          • Create output devices
          • Register Output Manager
          • Configure Output Manager
        • Upgrade an Output Manager database on a remote SQL instance
      • Business Connect installation
      • Device Registration Service overview
        • Device Registration Service installation overview
        • Upgrading Device Registration Service
          • Upgrading Device Registration Service for a remote database
          • Database Upgrade Tool
        • Configure DRS
          • Using DRS Authentication Key
          • Configure AutoStore to work with a remote DRS server for Konica Minolta devices
        • How to start Device Registration Service
        • Migrating device configurations
      • Device Web Service installation overview
      • Advanced manual install
      • Install ControlSuite on multiple nodes
      • Create an offline installation package
    • ControlSuite component high availability support
    • Upgrading ControlSuite
      • Planning an upgrade
      • Upgrade legacy version
      • Upgrade previous versions
      • Upgrade issues
      • Multi-server phased upgrade
      • ControlSuite versioning
    • Configuring ControlSuite
      • Modify databases
      • Configure Output Manager for high availability
      • Configure Output Manager with SAP in a high availability environment
      • Configure Microsoft 365 for Output Manager
        • Create a Microsoft 365 application
        • Configure the Microsoft 365 application for ControlSuite
    • Licensing ControlSuite
      • Licensing AutoStore
    • Uninstall ControlSuite
      • Remove Configuration Data
  • System Requirements
    • Equitrac Requirements
    • AutoStore Requirements
    • Output Manager Requirements
    • Business Connect Requirements
    • Device Registration Service (DRS) Requirements
    • Device Web Server (DWS) Requirements
    • License Server Requirements
  • Communication Ports
    • ControlSuite core communication ports
    • Equitrac communication ports
    • AutoStore communication ports
    • Output Manager communication ports
    • DRS and Client communication ports
    • Business Connect communication ports
  • AutoStore
    • AutoStore Overview
      • Introduction
      • What is AutoStore?
      • AutoStore server architecture
        • Required components
      • AutoStore object model
        • Configurations
        • Components
        • Tasks
        • Workflows
      • AutoStore Applications and Tools
        • AutoStore Process Designer
        • License Manager
        • Status Monitor
        • Service Manager
        • AutoCapture
        • WebCapture
        • Help
      • Runtime Replacement Tags (RRTs)
        • RRT Syntax
        • How RRTs work
        • Using RRTs
        • Windows RRT
        • Encrypted Field RRTs
    • AutoStore Process Designer
      • Welcome to AutoStore Process Designer
      • Using AutoStore Process Designer
        • Start AutoStore Process Designer
        • Working with configurations
          • Create a new configuration
          • Use a template to create a new configuration
          • Open an existing configuration file
          • Save a configuration file
          • Close a configuration file
        • Working with tasks
          • Add a task to a configuration
          • Add tasks from a template
          • Edit tasks in a configuration
          • Edit task properties
          • Delete a task from a configuration
        • Working with components in a task
          • Select a component
          • Add a component to a task
          • Edit component properties
          • Remove a component from a task
        • Working with configuration templates
          • Create a configuration template
          • Save selected tasks to a template file
          • Create a configuration from a template
          • Add tasks from a template to a configuration
          • Verify or change the AutoStore template directory
        • Running processes in AutoStore Process Designer
          • Run the currently open configuration
          • Stop running a configuration
          • Restart the running configuration
          • Change the default configuration run by AutoStore
          • Monitor, isolate, or disable a component that is creating issues
          • Isolate or disable a task that is creating issues
      • AutoStore Process Designer user interface
        • APD Options dialog box
        • Task Properties dialog box
        • Isolated Component Properties dialog box
        • Isolated Task Properties dialog box
        • Ribbon
          • File menu
          • Home tab
          • View tab
    • Capture Components
      • Overview
      • AutoCapture
        • Welcome to AutoCapture Server component
        • Getting started
          • Feature highlights
          • Licensing AutoCapture Server
          • Using the AutoCapture Server component
          • Installing AutoCapture client
        • Configuring AutoCapture Server
          • Menu tab
            • Adding a Group, Menu, Form, or Action
              • Group
              • Menu
              • Form
                • Backend Browser dialog box
                • Boolean Properties dialog box
                • Button
                • Date/Time Properties dialog box
                • DB Lookup dialog box
                  • General SQL syntax
                • Label Properties dialog box
                • Number Properties dialog box
                • String Properties dialog box
                • String List Properties dialog box
                • String Multiline Properties dialog box
                • OpenScan SnapIt
                  • Regular Expression
                • AutoCapture XML Schema
                • AutoCapture Default XSLT Style Sheet (AC.xslt)
              • Action
              • Use a backend browse field
            • Editing a Group, Menu, Form, or Action
            • Remove a Group, Menu, Form, or Action
          • Preferences tab
          • AutoCapture Component RRTs
        • VBScript interface
          • AutoCapture Server events
            • Form_OnLoad event
            • Form_OnValidate event
            • Field_OnChange event
            • Field_OnValidate event
            • Button_OnClick event
          • AutoCapture Server objects
            • Form object
              • GetFieldValue method
              • SetFieldValue method
              • StatusMsg method
              • ErrorMsg method
              • WarningMsg method
              • TraceMsg method
            • Fields object
            • BooleanField object
            • DateField object
            • LabelField object
            • ListField object
              • AddListItem method
            • NumberField object
            • StringField object
        • Restrictions and limitations
        • Troubleshooting tips
      • Batch Importer
        • Welcome to the Batch Importer component
        • Getting started
          • Feature highlights
          • Using Batch Importer
        • Configuring Batch Importer
          • Workspace tab
          • Field Setting tab
          • Component Settings tab
        • Component RRTs
        • Troubleshooting tips
        • Restrictions and limitations
      • POP3 Email
        • Welcome to the POP3 eMail component
        • Getting started
          • Feature highlights
          • Use the POP3 eMail component
          • Use Modern Authentication / OAuth2 and Token Vault
        • Configuring the POP3 Email component
          • General tab
          • Component Setting tab
          • POP3 eMail component RRTs
        • Configuring Modern Authentication / OAuth2
          • Register a Microsoft 365 application for Token Vault
          • Set the permissions of the Microsoft 365 application
          • Register a Microsoft 365 authorization provider
          • Authorize the Authorization Provider
          • Configure the component
          • End user authorization
        • Troubleshooting tips
          • Verify the connection to a POP3 mail server
        • Restrictions and limitations
      • FTP Poll
        • Welcome to the FTP Poll component
        • Getting started
          • Feature highlights
          • Using the FTP Poll component
        • Configuring the FTP Poll component
          • Main component window
          • Add/Edit FTP Site dialog box
            • General tab
            • FTP tab
              • Folder Path dialog box
            • Files tab
            • Schedule tab
            • Components tab
            • Advanced tab
          • FTP Poll component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • IMAP Capture
        • Welcome to IMAP Capture
        • Getting started
          • Feature highlights
          • Use the IMAP Capture component
          • Use Modern Authentication / OAuth2 and Token Vault
        • Configuring the IMAP Capture component
          • IMAP Capture main configuration window
            • IMAP Account Settings dialog box
            • Email Class Configuration dialog box
              • General tab
                • Custom Query
              • Components tab
          • Component RRTs
        • Configuring Modern Authentication / OAuth2
          • Register a Microsoft 365 application
          • Set the permissions of the Microsoft 365 application
          • Register a Microsoft 365 authorization provider
          • Authorize the Authorization Provider
          • Configure the component
          • End user authorization
        • Restrictions and limitations
        • Troubleshooting tips
      • Knowledge Package Loader Capture
        • Welcome to Knowledge Package Loader Capture component
        • Getting started
          • Feature highlights
          • Using Knowledge Package Loader Capture
        • Configuring Knowledge Package Loader Capture
          • General tab
          • Components tab
          • Knowledge Package Loader Capture component RRTs
        • Troubleshooting tips
        • Restrictions and limitations
      • Multi-Poll
        • Welcome to the Multi-Poll component
        • Getting started
          • Feature highlights
          • Using the Multi-Poll component
            • Configuration walkthrough
        • Configuring the Multi-Poll component
          • Description of the search engine
          • Folders tab
          • Configurations tab
          • RRTs' Format tab
            • Custom date-time format strings
          • Misc tab
          • Multi-Poll component RRTs
        • Restrictions and limitations
      • MFD Capture
        • Welcome to MFD Capture
        • Getting started
          • Feature highlights
        • Configuring MFD Capture
          • Configure component settings
            • Managing groups
              • Adding groups
              • Editing groups
              • Enabling group level authentication
            • Managing menus
              • Add a menu
            • Managing forms
              • Add a basic form
              • Restrict access to a forms on a menu
              • Add a dynamic form
              • Add fields to a form
              • Configure process and route components
              • Add a Send to Email form
              • Add a Send to Folder form
              • Add a Send to SharePoint form
              • Create a form template
              • Add a form from a template
        • Settings
          • Groups tab
            • Group Settings dialog box
            • Menu properties dialog box
            • Forms
              • Basic form settings
                • General tab (Form Settings dialog box)
                  • Scan settings
                • Fields tab (Form Settings dialog box)
                • Components tab (Form Settings dialog box)
              • Email form
              • Folder form
              • SharePoint form
              • Field types
                • Button field options
                • Checkbox field options
                • Date field options
                  • Date formats
                • Label field options
                • Lookup List field options
                • Text field options
                • Tree field options
                  • Add/Edit Tree Item dialog box
                • Form template dialog boxes
          • Preferences tab
          • Authentication tab
            • LDAP Lookup Settings dialog box
            • Authentication Prompts dialog box
        • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Ricoh SOP
        • Welcome to Ricoh SOP
        • Supported devices
        • Using the Ricoh SOP component
          • Managing groups
            • Adding and editing groups
            • Menus in a group
            • Adding and editing forms in a group
          • Configure Ricoh SOP preferences
          • Configuring authentication
        • Ricoh SOP settings
          • Groups tab
            • Group Settings dialog box
            • Menu Properties dialog box
            • Forms
              • Basic form
                • General tab (Form Settings)
                  • Scanning Settings
                • Fields tab (Form Settings)
                • Components tab (Form Settings)
              • Email form
              • Folder form
              • SharePoint form
              • Field types
                • Button field options
                • Checkbox field options
                • Date field options
                  • Date formats
                • Label field options
                • List field options
                • Lookup List field options
                  • General SQL syntax
                • Numeric field options
                • Text field options
                • Tree field options
                  • Add/Edit Tree Item dialog box
              • Form template dialog boxes
          • Preferences tab
          • Authentication tab
            • LDAP Lookup Settings dialog box
            • Authentication Prompts dialog box
        • Ricoh SOP component RRTs
      • RightFax Capture
        • Welcome to RightFax Capture
        • Getting started
          • Feature highlights
          • Use RightFax Capture
        • Configuring RightFax Capture
          • General tab
          • Received Faxes tab
          • Sent Faxes tab
          • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Samsung
        • Welcome to the Samsung component
        • Using the Samsung component
        • Configure and deploy the component in DRS
        • Configuring component settings
          • Managing groups
            • Menus in a group
            • Adding and editing forms in a group
              • Add a basic form
              • Restrict access to a form
              • Add a dynamic form
              • Add fields to the form
              • Configure process and route components
              • Add a Send to Email form
              • Add a Send to Folder form
              • Add a Send to SharePoint form
              • Save form templates
              • Create a form from a template
              • Edit a form
          • Configure Samsung preferences
          • Enabling authentication
        • Samsung component settings
          • Groups tab
            • Group Settings dialog box
            • Menu Properties dialog box
            • Forms
              • Basic form
                • General tab (Form Settings)
                  • Scanning Settings
                • Fields tab (Form Settings)
                • Components tab (Form Settings)
              • Email form
              • Folder form
              • SharePoint form
              • Field types
                • Button field options
                • Checkbox field options
                • Date field options
                  • Date formats
                • Label field options
                • List field options
                • Lookup List field options
                  • General SQL syntax
                • Numeric field options
                • Text field options
                • Tree field options
                  • Add/Edit Tree Item dialog box
              • Form template dialog boxes
          • Preferences tab
          • Authentication tab
            • LDAP Lookup Settings dialog box
            • Authentication Prompts dialog box
          • Device Registration tab
        • Component RRTs
        • Troubleshooting tips
      • SFTP Poll
        • Welcome to the SFTP Poll component
        • Getting started
          • Feature highlights
          • Using the SFTP Poll component
        • Configuring the SFTP Poll component
          • Main window
            • Add/Edit SFTP Site dialog box
              • General tab
              • SFTP tab
              • Files tab
              • Schedule tab
              • Components tab
              • Advanced tab
          • SFTP Poll component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Sharp MFP (OSA)
        • Welcome to Sharp the MFP (OSA) component
        • Feature highlights
        • Use the Sharp MFP component
        • Configuring the Sharp MFP Capture component
          • Groups tab
            • Group Settings dialog box
            • Adding and editing forms in a group
              • Basic Form Settings dialog box
              • Send to Email form
              • Folder Form Settings
              • Using form templates
                • Create a form template
                • Create a form from a template
              • Field types
                • Checkbox field
                • List field
                • Text field
                • Tree field
          • Preferences tab
          • Authentication tab
          • Sharp MFP (OSA) component RRTs
        • Device setup and configuration
          • Configuring the device to connect to a Sharp OSA web application
          • Scanning a document from the device
        • Restrictions and limitations
        • Troubleshooting tips
      • SMTP Capture
        • Welcome to SMTP capture component
        • Getting started
          • Feature highlights
          • Using SMTP capture component
        • Configuring the SMTP capture component
          • SMTP Subjects tab
            • Subject Configurations dialog box
              • Examples of expression matching
          • SMTP Gateway tab
          • Security tab
          • Preferences tab
            • Certification Configuration dialog box
          • SMTP Capture component RRTs
        • Troubleshooting tips
        • Restrictions and limitations
      • Workflow Job Submission
        • Welcome to Workflow Job Submission
        • Getting started
          • Feature highlights
          • Using Workflow Job Submission
        • Configuring the Workflow Job Submission component
          • Workflows tab
            • Workflow Definition dialog box
        • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Web Capture
        • Welcome to the Web Capture component
        • Getting started
          • Feature highlights
          • Web user interface
          • Use the Web Capture component
            • Use the dynamic form
        • Configuring the Web Capture component
          • Web Capture dialog box
            • Menus tab
              • Forms
                • General tab
                • Fields tab
                  • Backend Browser field
                  • Button field
                  • Check Box field
                  • Date field
                  • Label field
                  • List field
                  • Lookup List field
                    • General SQL syntax
                  • Numeric field
                  • Popup Input field
                  • Popup Message field
                  • Signature field
                  • Text field
                  • Tree field
                    • Add/Edit Tree Item dialog box
                  • Extended Field Properties
                • Components tab
                • Send To Email Fields tab
                • Send to Folder Fields tab
                • Send to SharePoint tab
              • Menu Properties dialog box
              • Save Form as Template dialog box
              • Create Form from Template dialog box
              • Use a backend browse field
            • Preferences tab
              • Extended Field Property Manager
            • Authentication tab
              • Authentication Fields dialog box
              • LDAP Lookup Settings dialog box
            • Mobile Server tab
          • Script Editor
          • Custom Styling in Web Capture
          • Interaction through WCF endpoint
          • Licensing the Web Capture component
          • Web Capture component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Unified Client
        • Welcome to Unified Client
        • Supported devices
        • Scripting Overview
        • Configuring authentication
          • Custom Scripting authentication
          • Optional
            • LDAP Lookup Settings dialog box
            • Integration with MFP authentication
          • Managing groups
            • Adding and editing groups
        • Unified Client settings
          • Groups tab
            • Group Settings dialog box
            • Menu Properties dialog box
            • Forms
              • Basic form
                • General tab (Form Settings)
                  • Configuring the Scanning Settings
                    • Brother Scanning Settings
                      • Scanning Settings
                    • Canon Scanning Settings
                      • Scanning Settings
                    • HP Scanning Settings
                      • Scanning settings
                    • Konica Minolta Scanning Settings
                      • Scanning settings in AutoStore
                    • Lexmark Scanning Settings
                      • Scanning settings
                    • Ricoh SOP Scanning Settings
                      • Scanning Settings
                    • Samsung UX Scanning Settings
                      • Scanning Settings
                    • Toshiba Scanning Settings
                      • Scanning Settings
                    • Xerox Scanning Settings
                      • Scanning settings in AutoStore
                • Fields tab (Form Settings)
                • Components tab (Form Settings)
              • Email form
              • Folder form
              • SharePoint form
              • Field types
                • Button field options
                • Checkbox field options
                • Date field options
                  • Date formats
                • Label field options
                • List field options
                • Lookup List field options
                  • General SQL syntax
                • Numeric field options
                • Text field options
                • Tree field options
                  • Add/Edit Tree Item dialog box
              • Form template dialog boxes
              • Restrictions
          • Preferences tab
          • Authentication tab
            • LDAP Lookup Settings dialog box
            • Authentication Prompts dialog box
        • Unified Client component RRTs
        • Unified Client communication ports
      • Universal Capture
        • Welcome to Universal Capture Component
        • Getting started
          • Feature highlights
        • Configuring the Universal Capture Component
          • General tab
          • RRT manager tab
            • How to add a new Document Class
          • Components tab
          • Universal Capture Component RRTs
        • Authentication methods
        • Restrictions and limitations
        • Troubleshooting tips
    • Process Components
      • Overview
      • Barcode
        • Welcome to the Barcode component
        • Getting started
          • Feature highlights
          • Use the Barcode component
        • Configuring the Barcode component
          • General tab
            • Setup Zoned Barcodes dialog box
            • Scripts List dialog box
              • Script Properties dialog box
                • Script Editor
                • Script Variable dialog box
              • Script examples
                • Splitting example #1
                • Splitting example #2
                • Splitting example #3
          • Field Values tab
            • Barcode Location dialog box
          • Advanced tab
            • PDF color and compression
            • PDF rasterization quality
            • Additional options of document splitting
            • Enhance barcodes detection
              • Despeckle filter
              • OCR resolution filter
              • Fill gaps less than filter
              • Dilate black pixels filter
              • Dilate white pixels filter
              • Detect Best Settings dialog box
              • Detected Preprocessing Options dialog box
        • Component RRTs
          • Global set RRTs
          • Named set RRTs
          • Barcode script RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Bates Stamp
        • Welcome to Bates Stamp
        • Getting Started
          • Feature Highlights
          • Using Bates Stamp
        • Configuring Bates Stamp
          • General Tab
            • Bates Stamp Server Administration Dialog Box
              • Stamps Tab
                • Stamp Properties
                • Stamp Elements
                • Stamp Element Properties
                • Text Macros
                • Preview Stamp
                • Request Properties
              • Stamp Groups Tab
                • Stamp Group Properties Dialog Box
                • Group Stamps Dialog Box
              • Users Tab
                • User Properties Dialog Box
                • User Groups Dialog Box
          • Stamp Tab
          • Font Tab
          • Position Tab
            • Select Zone Dialog Box
          • Preview
        • Component RRTs
        • Restrictions and Limitations
        • Troubleshooting Tips
      • Binder
        • Welcome to Binder Component
        • Getting Started
          • Feature Highlights
          • Using Binder
        • Configing the Binder Component
          • Binder Dialog Box
        • Component RRTs
        • Restrictions and Limitations
        • Troubleshooting Tips
      • Command Line Execution
        • Welcome to Command Line Execution
        • Getting Started
          • Feature Highlights
          • Using Command Line Execution
        • Configuring Command Line Execution
          • General tab
          • Document tab
          • Authentication tab
        • Component RRTs
        • Restrictions and Limitations
        • Troubleshooting Tips
      • Data Filter
        • Welcome to Data Filter
        • Getting started
          • Feature highlights
          • Using Data Filter
        • Configuring Data Filter
          • Filter dialog boxes
            • Clean Up
            • Concatenate
            • Contains
            • Ends With
            • Equals To
            • Evaluate Expression
            • Format Date
            • Format Time
            • Lookup in DB
              • General tab
                • Data Source dialog box
                  • Select Data Source dialog box
                • Select Table dialog box
              • Output Columns tab
                • Select Column dialog box
              • Conditions Tab
                • Condition Dialog Box
                  • Select Column dialog box
              • Result tab
                • Select Column dialog box
            • Make Lower Case
            • Make Upper Case
            • Match Regular Expression
              • Test Regular Expression dialog box
            • Parse CSV
            • Replace
              • Test Regular Expression dialog box
            • Split
            • Starts With
            • Trim
            • Validate
        • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Directory Services
        • Welcome to Directory Services component
        • Getting started
          • Feature highlights
          • Using Directory Services
          • Directory Services basic concepts
        • Configuring Directory Services
          • Connection tab
            • Select User From Directory dialog box
          • Search Requests tab
          • Requests
            • Add/Edit Request dialog box
            • Alternate Logon dialog box
            • Attributes
              • Attributes List dialog box
              • Add New Attribute/Edit Attribute Properties dialog box
            • LDAP search filters
              • Build Simple Filter dialog box
              • Add/Edit Filter Item dialog box
              • Select Attribute Name and Value dialog box
              • LDAP filters formal definition
            • Search Scope Properties dialog box
            • Test Results dialog box
        • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Document Transformation
        • Welcome to the Document Transformation component
        • Getting started
          • Feature highlights
          • Use the Document Transformation component
        • Configuring the Document Transformation process component
          • General tab
          • Watermark
          • User Stamping
          • Basic Transformation
        • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Document Writer
        • Welcome to the Document Writer component
        • Getting started
          • Feature highlights
          • Use the Document Writer component
        • Configuring the Document Writer component
        • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • File Options
        • Welcome to the File Options component
        • Getting started
          • Feature highlights
          • Using the File Options component
        • Configuring the File Options component
          • File Options tabs
          • File Options component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Form Overlay
        • Welcome to Form Overlay
        • Getting Started
          • Feature Highlights
          • Using Form Overlay
        • Configuring Form Overlay
          • General tab
            • Field Properties dialog box
              • General tab
              • Field tab
              • Font tab
              • Position tab
          • Advanced tab
          • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • HL7 Messenger
        • Welcome to HL7 Messenger
        • Getting started on HL7
          • HL7 Feature highlights
          • Using HL7 Messenger
        • Configuring HL7
          • General tab
            • Conditional activation
          • Message Editor tab
        • HL7 Component RRTs
        • Welcome to CDA Builder
        • Getting started on CDA Builder
          • CDA Builder Feature highlights
          • Using CDA Builder
        • Configuring CDA Builder
          • CDA Builder configuration UI
          • XML Element Editor
        • CDA Builder component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Knowledge Package Builder
        • Welcome to Knowledge Package Builder
        • Getting started
          • Feature highlights
          • Using Knowledge Package Builder
          • Licensing Knowledge Package Builder
        • Configuring Knowledge Package Builder
          • General tab
          • Field Values tab
          • Knowledge Package Builder component RRTs
        • Troubleshooting tips
        • Restrictions and limitations
      • Knowledge Package Loader - Process
        • Welcome to Knowledge Package Loader Process component
        • Getting started
          • Feature highlights
          • Using Knowledge Package Loader Process
        • Configuring Knowledge Package Loader
          • Knowledge Package Loader options
          • Knowledge Package Loader component RRTs
        • Troubleshooting tips
        • Restrictions and limitations
      • Notification options
        • Welcome to Notification component
        • Getting started
          • Feature highlights
          • Using the Notification component
        • Configuring the Notification component
          • Notification Options Configuration dialog box
          • On Success/Failure Notification dialog box
          • Notification component RRTs
        • Troubleshooting tips
      • Office to PDF Converter
        • Welcome to Office to PDF Converter
        • Getting started
          • Feature highlights
          • Using Office to PDF Converter
        • Configuring OfficeConverter
          • General tab
          • Extension tab
          • Settings tab
        • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • OmniPage Barcode
        • Welcome to OmniPage Barcode
        • Getting started
          • Component features
          • Using the OmniPage Barcode component
        • Reference
          • General tab
            • Setup Zoned Barcodes dialog box
            • Script List dialog box
              • Split example
          • Field Values tab
            • Barcode Location dialog box
          • Advanced tab
            • Barcode migration
        • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • OP Binder
        • Welcome to OPBinder Component
        • Getting Started
          • Feature Highlights
          • Using Binder
        • Configuring the OPBinder Component
          • OPBinder Dialog Box
          • Advanced Tab
        • Component RRTs
        • Restrictions and Limitations
        • Troubleshooting Tips
      • OP Image Processing
        • Welcome to the OP Image Processing
        • Getting Started
          • Feature highlights
        • OP Image Processing Configuration
        • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • OPOCR
        • Welcome to the OP OCR component
        • Getting Started
          • Feature highlights
          • Using the OP OCR component
            • Recognizing text in scanned documents
            • Recognizing text in faxes
        • Configuring OCR
          • General tab
            • Languages dialog box
              • Select Language dialog box
            • Format Settings dialog box
              • RTF/DOCX tab
                • RTF/DOCX Fields dialog box
              • PDF tab
                • PDF Encryption dialog box
                • PDF Fields dialog box
                • PDF Advanced Settings dialog box
              • PDF/A tab
                • PDF/A Fields dialog box
                • PDF/A Advanced Settings dialog box
              • PDF (Keep original) tab
              • HTML tab
                • HTML Fields dialog box
              • TXT tab
              • CSV tab
              • XLS/XLSX tab
                • XLS/XLSX Fields dialog box
              • PPTX tab
                • PPTX Fields dialog box
            • Setup Zoned OCR dialog box
              • Pages tab
              • Validation tab
              • Location tab
              • Test tab
          • Advanced tab
          • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Outlook MSG Loader
        • Welcome to Outlook MSG Loader
        • Getting started
          • Feature highlights
          • Using the Outlook Message Loader component
        • Configuring Outlook MSG Loader
          • Outlook MSG Loader dialog box
          • Outlook MSG Loader component RRTs
        • Troubleshooting tips
        • Restrictions and limitations
      • Professional Image Management
        • Welcome to the Professional Image Management component
        • Getting started
          • Feature highlights
          • Using the Image Management component
        • Configuring the Professional Image Management component
          • Image Processing tab
          • Split tab
          • Component RRTs
        • Troubleshooting tips
        • Restrictions and limitations
      • Redaction
        • Welcome to Redaction
        • Getting Started
          • Feature Highlights
          • Using Redaction
        • Configuring Redaction
          • General Settings
            • Edit Redaction Profile
              • General Settings
              • Redaction Zones
                • Setup Redaction Zones
                  • Pages tab
                  • Location tab
                • Setup Dynamic Redaction Zones
                  • Pages tab
                  • Dictionary tab
                    • Test Regular Expression
                    • Regular Expression Syntax
                  • Offset tab
                  • Padding tab
          • Advanced Settings
          • Component RRTs
        • Restrictions and Limitations
        • Troubleshooting Tips
      • Virtual Image Processing
        • Welcome to the Virtual Image Processing component
        • Getting started
          • Feature highlights
          • Use Virtual Image Processing
        • Configuring the Virtual Image Processing component
          • Main dialog box
          • Edit Profile dialog box
            • Advanced Settings dialog box
              • PDF tab
              • XPS tab
              • Vector tab
          • Filters Configuration dialog boxes
            • Adaptive Thresholding
            • Color Dropping filter
            • Color Extraction filter
            • Color Resolution filter
            • Deskew filter
            • Despeckle filter
            • Dilation filter
            • Dot Remove filter
            • Flip filter
            • Invert filter
            • Inverted Text filter
            • Line Remove filter
            • Resize filter
            • Reverse filter
            • Rotate filter
            • Sharpen filter
            • Stretch intensity filter
            • Thresholding filter
          • Output Format dialog box
            • Advanced JPEG 2000 Options dialog box
          • Virtual Image Processing component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Workflow Tracker
        • Welcome to Workflow Tracker component
        • Getting started
          • Feature highlights
          • Using this component
        • Configuring the Workflow Tracker component
          • Workflow Tracker dialog box
            • Expression dialog box
            • Data Source dialog box
          • Workflow Tracker component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • XML Importer
        • Welcome to the XML Importer component
        • Getting started
          • Feature highlights
          • Using the XML Importer component
            • Send invoice information
            • Transform an XML file
            • Get Information about a File from XML
        • Configuring the XML Importer component
          • Fields tab
            • Add New/Edit Field dialog box
          • Files tab
            • Add/Edit File dialog box
          • XPath Designer
          • XML Importer component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • WebDAV
        • Welcome to the WebDAV component
        • Getting started
          • Feature highlights
          • Use the WebDAV component
        • Configuring the WebDAV component
          • General tab
            • WebDAV Folder dialog box
          • Properties tab
            • Add/Edit Property Field dialog box
          • WebDAV component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
    • Route Components
      • Overview
      • ApplicationXtender
        • Welcome to the ApplicationXtender component
        • Getting started
          • Feature highlights
          • Using the component
          • Licensing the component
        • Configuring the component
          • General tab
          • Attributes tab
          • Queue tab
          • Field Values tab
        • Component RRTs
        • Troubleshooting tips
        • Restrictions and limitations
      • Autonomy WorkSite
        • Welcome to Autonomy WorkSite
        • Getting started
          • Feature Highlights
          • Using Autonomy WorkSite
        • Configuring Autonomy WorkSite
          • General tab
          • Destination tab
            • Folder Properties dialog box
          • Document tab
            • Document Properties dialog box
        • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Box
        • Welcome to Box
        • Getting Started
          • Feature Highlights
          • Using the Box Component
        • Configuring Box
          • Box Component Settings Dialog Box
        • Component RRTs
        • Configuring Modern Authentication / OAuth2
          • Register a Box application
          • Register a Box Authorization Provider
          • Authorize the Authorization Provider
          • Configure the component
          • End user authorization
        • Restrictions and Limitations
        • Troubleshooting Tips
      • d.velop d.3
        • Welcome to d.3
        • Getting Started
          • Feature Highlights
          • Using d.3 component
        • Configuring d.3
          • General Tab
          • Document Tab
          • Fields Tab
            • Add/Edit Field dialog box
              • List of Values dialog box
        • Component RRTs
        • Restrictions and Limitations
        • Troubleshooting Tips
      • Datacap 8.1
        • Welcome to Datacap 8.1
        • Getting started
          • Feature highlights
          • Using Datacap 8.1
        • Configuring Datacap 8.1
          • Main window
        • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Datacap 9.0
        • Welcome to Datacap 9.0
        • Getting started
          • Feature highlights
          • Using Datacap 9.0
        • Configuring Datacap 9.0
          • Main window
        • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Documentum (6.x)
        • Welcome to the Documentum (6.x) component
        • Getting started
          • Feature Highlights
          • Using the Documentum (6.x) Component
        • Configuring the Documentum (6.x) component
          • General tab
          • Document tab
            • Select Permission Set dialog box
            • New Permission Set dialog box
            • Permission Set Properties dialog box
            • Set Access Permissions dialog box
          • Attributes tab
            • Add/Edit Attribute dialog box
        • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • DocuShare
        • Welcome to DocuShare
        • Getting started
          • Feature Highlights
          • Using DocuShare
            • Route documents from MFD
            • Routing documents from local folders
        • Configuring DocuShare
          • General tab
          • Document tab
            • Enter Description dialog box
            • Select Routing Slip dialog box
            • Select Collection dialog box
          • Properties tab
            • Add/Modify Property dialog box
          • Advanced tab
        • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • DocuWare
        • Welcome to the DocuWare component
        • Getting started
          • Feature highlights
          • Use the DocuWare component
        • Configuring the DocuWare component
          • General tab
          • Document tab
          • Fields tab
            • Add/Edit field
        • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Dropbox
        • Welcome to Send to Dropbox
        • Getting started
          • Feature highlights
          • Using Dropbox
        • Configuring Dropbox
          • Dropbox component options
        • Component RRTs
        • Configuring Modern Authentication / OAuth2
          • Register a Dropbox App for Token Vault
          • Register a Dropbox Authorization Provider in Token Vault
          • Authorize the Authorization Provider
          • Configure the component
          • End user authorization
        • Restrictions and limitations
        • Troubleshooting tips
      • Google Docs
        • Welcome to Google Docs
        • Getting started
          • Feature highlights
          • Use the Google Docs component
        • Configuring Google Docs
          • Component RRTs
        • Configuring Modern Authentication / OAuth2
          • Register a Google Project for Token Vault
          • Register a Google Authorization Provider in Token Vault
          • Authorize the Authorization Provider
          • Configure the component
          • End user authorization
        • Restrictions and limitations
        • Troubleshooting tips
      • Hummingbird/Open Text eDOCS
        • Welcome to the Hummingbird/Open Text eDOCS component
        • Getting started
          • Feature highlights
          • Use Hummingbird/Open Text eDOCS
        • Configuring Hummingbird/Open Text eDOCS
          • General tab
          • Document tab
          • Fields tab
          • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • IBM CM
        • Welcome to IBM Content Manager
        • Getting started
          • Feature highlights
          • Use IBM Content Manager
        • Configuring IBM CM
          • General tab
          • Document tab
            • Select Folder dialog box
            • Select File Type dialog box
            • Select Item Type dialog box
            • Select Process dialog box
          • Attribute Values tab
            • Add/Modify Attribute dialog box
          • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • IBM CM OnDemand
        • Welcome to IBM CM OnDemand
        • Getting Started
          • Feature highlights
          • Use IBM CM OnDemand
        • Configuring IBM Content Manager OnDemand
          • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • iManage Work
        • Welcome to iManage Work
        • Getting started
          • Feature Highlights
          • Using iManage Work
        • Configuring iManage Work
          • General tab
          • Destination tab
            • Folder Properties dialog box
          • Document tab
            • Document Properties dialog box
        • Component RRTs
        • Configuring Modern Authentication / OAuth2
          • Register an iManage Work application for Token Vault
          • Register an iManage Work Authorization Provider in Token Vault
          • Authorize the Authorization Provider
          • Configure the component
          • End user authorization
        • Restrictions and limitations
        • Troubleshooting tips
      • IXOS
        • Welcome to the IXOS component
        • Using the IXOS component
        • Configuring the IXOS component
          • IXAT TR File Builder tab
          • Command File Builder tab
          • EXT_DIR tab
      • Kofax TotalAgility
        • Welcome to Kofax TotalAgility eConnector and route component
        • Getting started
          • Feature highlights
          • How to use Kofax TotalAgility route component
        • Configure the KTA component
          • TotalAgility Server tab
          • Process tab
          • Document tab
          • eConnector Tab
        • Kofax TotalAgility component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Laserfiche
        • Welcome to Laserfiche component
        • Getting started
          • Feature highlights
          • Use the Laserfiche component
        • Configuring Laserfiche
          • General tab
          • Document tab
          • Fields tab
            • Choose Fields dialog box
            • Multiple Field dialog box
          • Text tab
          • Laserfiche component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Micro Focus Content Manager
        • Welcome to the Micro Focus Content Manager component
        • Getting started
          • Feature highlights
          • Using Micro Focus Content Manager
          • Configuring Micro Focus Content Manager Web Service
          • Starting the Service as HP Trim User User
        • Configuring Micro Focus Content Manager
          • General tab
          • Document tab
            • Select Container dialog box
              • Find Record dialog box
            • Search for Locations dialog box
            • Advanced Record Properties dialog box
          • Attributes tab
          • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Microsoft Office 365 Mail Send
        • Welcome to the Microsoft Office 365 Mail Send component
        • Getting started
          • Feature highlights
          • Use the Office 365 Mail Send component
        • Configure Office 365 Mail Send
          • Account settings tab
          • Proxy settings tab
          • Mail settings tab
          • Component RRTs
        • Configuring Modern Authentication / OAuth2
          • Register a Microsoft 365 application
          • Set the permissions of the Microsoft 365 application
          • Register a Microsoft 365 authorization provider
          • Authorize the Authorization Provider
          • Configure the component
          • End user authorization
          • Configure Application access mode
          • Configure Application access mode in AutoStore Process Designer
        • Restrictions and limitations
        • Troubleshooting tips
      • Multi Router
        • MultiRouter
          • Multi-Router component
          • Configuring the Multi-Router component
            • Multi-Router dialog box
      • Nuance PowerShare
        • Welcome to PowerShare
        • Getting started
          • Feature highlights
          • Using PowerShare
        • Configuring PowerShare
          • Connection tab
          • Upload Form tab
        • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • OneDrive
        • Welcome to OneDrive
        • Getting started
          • Feature highlights
          • Use OneDrive
          • Use Modern Authentication / OAuth2 and Token Vault
        • Configuring OneDrive
          • OneDrive component options
          • OneDrive Settings tab
          • Proxy Settings tab
        • Component RRTs
        • Configuring Modern Authentication / OAuth2
          • Register a Microsoft 365 application
          • Set the permissions of the Microsoft 365 application
          • Register a Microsoft 365 authorization provider
          • Authorize the Authorization Provider
          • Configure the component
          • End user authorization
          • Configure Application access mode
          • Configure Application access mode in AutoStore Process Designer
        • Restrictions and limitations
        • Troubleshooting tips
      • OpenText Livelink/Content Server
        • Welcome to OpenText Livelink/Content Server
        • Getting started
          • Feature highlights
          • Using OpenText Livelink/Content Server
        • Configuring OpenText Livelink/Content Server
          • General tab
            • Connection Type dialog box
          • Document tab
          • System tab
            • Add/Modify Attribute dialog box
            • Create new attributes on OpenText Livelink/CS Server
          • Categories tab
            • Add/Modify Attribute dialog box
          • Workflows tab
          • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • OpenText RightFax
        • Welcome to OpenText RightFax Component
        • Getting started
          • Feature highlights
        • Configuring OpenText RightFax Component
          • Server tab
          • Cover Sheet tab
        • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Print Job Submission
        • Welcome to Print Job Submission
        • Getting started
          • Feature highlights
          • Using Print Job Submission
        • Configuring the Print Job Submission component
          • General tab
          • Print Settings tab
          • Properties tab
        • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • ProLaw
        • Welcome to the ProLaw component
        • Getting started
          • Feature highlights
          • Use the ProLaw component
        • Configuring the ProLaw component
          • Connection parameters tab
          • Export to Matter tab
          • Create new Transaction tab
          • Export to Transaction tab
        • ProLaw component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • RightFax Route
        • Welcome to the RightFax eConnector and Route component
        • Getting started
          • Feature highlights
          • Use RightFax eConnector and Route
        • Configuring the RightFax eConnector and Route component
          • Server tab
          • Cover Sheet tab
          • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Send to Database
        • Welcome to Send to Database component
        • Getting started
          • Feature highlights
          • Using Send to Database component
        • Configuring the Send to Database component
          • General tab
          • Field Values tab
          • Send to Database component RRTs
        • Troubleshooting tips
        • Restrictions and limitations
      • Send to Database (Bulk)
        • Send to Database Batch component
          • Send to Database Batch component
          • General tab
          • Field mapping
      • Send to Folder
        • Welcome to Send to Folder component
        • Getting started
          • Feature highlights
          • Using the Send to Folder component
        • Configuring Send to Folder
          • Main configuration window
            • Configurations dialog box
              • General tab
              • Security tab
              • Impersonation tab
              • Summary tab
          • Send to Folder component RRTs
        • Troubleshooting tips
        • Restrictions and limitations
      • Send to FTP
        • Welcome to Send to FTP component
        • Getting started
          • Feature highlights
          • Use the Send to FTP component
        • Configuring the Send to FTP component
          • Send to FTP dialog box
            • FTP Site Settings dialog box
              • Advanced Settings dialog box
              • Folder path
          • Send to FTP component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Send to HTTP
        • Welcome to the Send to HTTP component
        • Getting started
          • Feature highlights
          • Use Send to HTTP
        • Configuring Send to HTTP
          • Send to HTTP dialog box
            • Web Browser dialog box
            • Field Properties dialog box
            • Regular expression syntax
          • Send to HTTP component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Send to Mail Recipient
        • Welcome to the Send to Mail Recipient component
        • Getting started
          • Feature highlights
          • Use Send to Mail Recipient
        • Configuring the Send to Mail Recipient component
          • General tab
            • SMTP Server Configuration dialog box
            • Microsoft Exchange CDO-MAPI Server Configuration dialog box
            • Microsoft Exchange Web Server Configuration dialog box
          • Message tab
          • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Send to PC
        • Welcome to the Send to PC component
        • Getting started
          • Feature Highlights
          • Using Send to PC component
        • Configuring the Send to PC component
          • Send to PC dialog box
          • Advanced dialog box
          • Client Configuration dialog box
          • Send to PC component RRTs
        • Troubleshooting tips
        • Restrictions and limitations
      • Send to SFTP
        • Welcome to the Send to SFTP component
        • Getting started
          • Feature highlights
          • Using the Send to SFTP component
        • Configuring Send to SFTP
          • Proxy Settings dialog box
          • Add/Edit Site Configuration dialog box
            • Advanced Settings dialog box
              • Proxy Settings tab
              • Flow Control Settings tab
            • Run Test dialog box
          • Send to SFTP component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • SharePoint
        • Welcome to the SharePoint component
        • Getting started
          • Feature highlights
          • Using the SharePoint component
            • Send documents into SharePoint
            • Send emails into SharePoint 2013
            • Use Modern Authentication / OAuth2 and Token Vault
        • Configuring the SharePoint component
          • General tab
            • Cookie provider assembly
          • Document tab
          • List Item tab
            • Define Search Keys dialog box
              • Add/Edit Search Key dialog box
          • Add/Edit Field dialog box
          • Define Permissions dialog box
            • Add/Edit Permission dialog box
          • SharePoint component RRTs
        • Configuring Modern Authentication / OAuth2
          • Register an Office 365 application
          • Set the permissions of the Microsoft 365 application
          • Register a Microsoft 365 authorization provider in Token Vault
          • Authorize the Authorization Provider
          • Configure the component
          • End user authorization
        • Restrictions and limitations
          • External Data field restrictions
        • Troubleshooting tips
          • Grant access to a SQL Server database
      • VB/J Script
        • Welcome to the VB/J Script component
        • Getting started
          • Feature highlights
          • Using the VB/J Script component
        • Configuring the VB/J Script component
          • General tab
          • Fields tab
          • VB/J Script component RRTs
        • Troubleshooting tips
        • Restrictions and limitations
        • Sample scripts
      • WebDAV
        • Welcome to the WebDAV component
        • Getting started
          • Feature highlights
          • Use the WebDAV component
        • Configuring the WebDAV component
          • General tab
            • WebDAV Folder dialog box
          • Properties tab
            • Add/Edit Property Field dialog box
          • WebDAV component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Worldox
        • Welcome to the WORLDOX component
        • Getting started
          • Feature highlights
          • Use the WORLDOX component
        • Configuring Worldox
          • General tab
            • Select Profile Group dialog box
          • Document Profile tab
            • Edit Field Value dialog box
            • Add Field Value dialog box
            • Select Field Value dialog box
          • Document Relations tab
          • Network Drives tab
            • Add New Network Drive Mapping dialog box
            • Edit Network Drive Mapping dialog box
            • Select Network Drives dialog box
          • WORLDOX component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • XML Generator
        • Welcome to the XML Generator component
        • Getting started
          • Feature highlights
          • Using the XML Generator component
            • Map data
            • Map a set of data of the same kind
            • Map tabular data
        • Configuring the XML Generator component
          • XML Generator Configuration dialog box
            • XML template
            • Edit Attribute dialog box
            • Multiply Node Block dialog box
            • Edit Node Value dialog box
        • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
    • Sunset Pack
      • Sunset Pack
      • Alchemy
        • Welcome to the Alchemy component
        • Getting started
          • Feature highlights
          • Using the OpenText Document Server, Alchemy component
        • Configuring Alchemy
          • General tab
          • Document tab
            • Select a folder
          • Fields tab
            • Add/Modify a Property dialog box
          • Alchemy component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Alfresco
        • Welcome to the Alfresco component
        • Getting started
          • Features highlights
          • Use the Alfresco component
        • Configuring the Alfresco component
          • General tab
          • Document tab
          • Attributes tab
          • Aspects tab
            • Aspect Settings dialog box
              • Property dialog box
        • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Canon MEAP Web
        • Welcome to the Canon MEAP Web Component
        • Getting started
          • Prerequisites
          • Requirements
          • Supported devices
        • Using the Canon MEAP Web component
          • Adding and editing forms in a group
          • Configure Canon MEAP Web preferences
          • Enabling authentication for the component
          • Setting up the device
        • Canon MEAP Web settings
          • Groups tab
            • Group Settings dialog box
            • Menu Properties dialog box
            • Forms
              • Basic form
              • Send to Email form
              • Send to Folder form
              • Send to SharePoint form
              • Field types
                • Date field
                  • Date formats
                • Label field
                • List field
                • Lookup List field
                  • SQL Syntax
                • Text field
                • Tree field
          • Preferences tab
            • Advanced Server Settings dialog box
          • Authentication tab
            • LDAP Lookup Settings dialog box
            • Authentication Prompts dialog box
        • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • Content Management Queue
        • Welcome to Content Management Queue
        • Getting started
          • Feature highlights
          • Using the Content Management Queue component
        • Configure the Content Management Queue Component
          • Content Management Queue options
        • Component RRTs
        • Troubleshooting tips
        • Restrictions and limitations
      • ELO
        • Welcome to ELO
        • Getting Started
          • Feature Highlights
          • Using ELO
        • Configuring ELO
          • General tab
          • Basic tab
            • Add/Edit Field
          • Options tab
            • Edit Access Rights
          • Version tab
          • Workflow tab
          • Component RRTs
        • Restrictions and Limitations
        • Troubleshooting Tips
      • Encryption/Decryption
        • Welcome to the Encryption/Decryption component
        • Open an encrypted file on the server
        • Open an encrypted file on a workstation
        • Getting started
          • Feature highlights
          • Using the Encryption/Decryption component
        • Configuring the Decryption/Encryption component
          • Encryption/Decryption filter options
          • Encryption/Decryption component RRTs
        • Troubleshooting tips
        • Restrictions and limitations
      • FileNet
        • Welcome to FileNet™
        • Getting started
          • Feature highlights
          • Using FileNet
            • Route Scanned Documents into FileNet
            • Route Documents into FileNet from Desktop
        • Configuring FileNet
          • General tab
          • Field Values tab
            • Add/Edit Field Value dialog box
              • Select Class Field dialog box
              • Field Value dialog box
          • Document Security tab
          • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • FileNet P8
        • Welcome to FileNet P8
        • Getting started
          • Feature highlights
          • Using FileNet P8
        • Configuring FileNet P8
          • General tab
            • Select Object Store dialog box
            • New Folder Options dialog box
            • Select User dialog box
          • Document tab
            • More options
              • Content Elements tab
                • Add/Edit Content Element dialog box
              • Annotation tab
              • Relationship tab
                • Add/Edit Relationship dialog box
              • Subscriptions tab
                • Add/Edit Subscription dialog box
                • Add/Edit Event dialog box
            • Setup MIME Type dialog box
              • Add/Edit Extension to MIME Association dialog box
          • Document Class tab
            • Add/Edit Property dialog box
              • Edit Binary Data dialog box
              • Edit Boolean dialog box
              • Edit Date/Time dialog box
              • Edit Float Point dialog box
              • Edit Identifier dialog box
              • Edit Integer dialog box
              • Edit Multiline String dialog box
              • Edit List / Edit Enumeration dialog box
              • Edit Object Reference dialog box
                • Select Target Document dialog box
              • Add/Edit Item dialog box
            • Select Class dialog box
            • Select Field of Class dialog box
            • Inline representation
          • Security tab
            • Selection dialog box
            • Add/Edit Access Permissions dialog box
              • Access Flags dialog box
              • Access Rights
          • Advanced tab
          • Component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
        • Glossary
      • Fortis
        • Welcome to the Fortis component
        • Getting started
          • Feature highlights
          • Using this component
        • Configuring the Fortis component
          • General tab
          • Document tab
          • Fields tab
          • Fortis component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • FortisBlue
        • Welcome to the FortisBlue component
        • Getting started
          • Feature highlights
          • Using FortisBlue
            • Simple example of routing documents into FortisBlue
            • Example of using FortisBlue with barcode separation
        • Configuring the FortisBlue component
          • General tab
          • Document Types tab
            • Add/Edit Index Field dialog box
          • Advanced tab
          • FortisBlue component RRTs
        • Restrictions and limitations
        • Troubleshooting tips
      • HP MFP/Digital Sender OXPd
        • Welcome to the HP MFP/Digital Sender (OXPd) component
        • Getting started
          • Device setup
            • Prerequisites for installation
            • Using HP Web Jetadmin to install the component
              • Uninstall using HP Web Jetadmin
              • Create groups
              • Add a device to a group
              • Import Solution Installer and Chai & OXPd components
              • Import Authentication Agent components
              • Create and use templates for installation
              • Apply installation templates
              • Using templates for uninstallation
            • Solution Installer
              • Installation using Solution Installer
            • Configure OXPd to work with an AutoStore server
            • Configure the authentication agent
          • Using the OXPd component: Configuring the workflow
        • Configuring the HP OXPd Capture component
          • General tab
            • Group
            • Application
            • Menu
            • Form
              • Text field
              • List field
              • Numeric field
              • Label field
              • Date Time field
                • Custom Date/Time format strings
          • Preferences tab
          • RRT Format tab
          • Authentication tab
            • LDAP Lookup Settings dialog box
            • Obtain an SSL certificate
          • HP MFP/Digital Sender (OXP) component RRTs
        • Troubleshooting tips
      • Konica Minolta MFP
        • Welcome to Konica Minolta MFP
        • Device setup and configuration
          • Set up device connectivity
          • Scanning a document from a Konica Minolta MFP
          • Remove applications from a Konica Minolta MFP
          • Remove an MFP from Device Manager
        • Supported devices
        • Using the Konica Minolta MFP component
          • Adding icons to a task
            • Add an icon to a task
            • Edit or remove icons in a task
            • Configure an image
        • Adding and Editing a Group of Devices
        • Configure the Konica Minolta MFP component
          • General tab
            • Group Settings dialog box
            • Menu options
            • Forms
              • Basic form
              • Email form
              • SharePoint form
              • Smarticket form
              • Shared form
              • Field types
                • Text field options
                • Numeric field options
                • Date/Time field options
                  • Custom date and time format strings
                • List field options
                • Label field options
                • Tree field options
                • Folder Browser field options
                • Database Lookup field options
                  • General SQL syntax
                • Checkbox field options
          • Preferences tab
          • RRT Format tab
          • Authentication tab
            • LDAP Lookup Settings dialog box
        • Component RRTs
        • Troubleshooting tips
          • Display missing icons for Konica Minolta menus and forms
      • LAN Fax
        • Welcome to the LAN Fax component
        • Getting started
          • Feature highlights
          • Using the LAN Fax component
            • LAN FAX examples
          • Licensing LAN Fax
        • Configuring LAN Fax
          • General tab
          • Fax Settings tab
          • LAN Fax Inbox tab
          • LAN Fax component RRTs
        • Troubleshooting tips
        • Restrictions and limitations
      • Lotus Notes Domino
        • Welcome to Lotus Notes/Domino component
        • Getting started
          • Feature highlights
          • Using the Lotus Notes/Domino component
          • Licensing
        • Configuring the Lotus Notes/Domino component
          • General tab
          • Field Values tab
          • Component RRTs
        • Troubleshooting tips
        • Restrictions and limitations
      • Send to Printer
        • Welcome to the Send to Printer component
        • Getting started
          • Feature highlights
          • Using the Send to Printer component
          • Licensing the Send to Printer component
        • Configuring the Send to Printer component
          • Send to Printer Configuration dialog box
          • Sent to Printer component RRTs
        • Troubleshooting tips
        • Restrictions and limitations
      • Windream
        • Welcome to Windream
        • Getting Started
          • Feature Highlights
          • Using Windream
          • Starting process as a Windream domain user
        • Configuring Windream
          • General Tab
            • How to add a new alias to the server list
          • Destination Tab
          • Index Table Tab
            • Windream Indices dialog box
          • Component RRTs
        • Restrictions and Limitations
        • Troubleshooting Tips
      • Xerox
        • Welcome to the Xerox WorkCentre Pro component
        • Getting started
          • Connectivity setup
            • FTP or SMB setup
          • Feature highlights
          • Using the Xerox component
          • Licensing the Xerox component
          • Start a process
        • Configuration reference
          • Preferences tab
          • Repository tab
            • FTP
            • SMB
          • Groups tab
            • Group
            • Template
              • Use templates
        • Component RRTs
        • Troubleshooting tips
        • Restrictions and limitations
    • Applications and Clients
      • AutoStore Applications and Clients
      • AutoCapture Client
        • Welcome to the AutoCapture Client component
        • Installing the AutoCapture Client
          • Install AutoCapture client by using AutoCaptureClientPack.exe
        • Using the AutoCapture Client application
          • Starting AutoCapture Client
          • Capture documents with AutoCapture Client
        • Capturing Microsoft Office documents or messages
        • Using AutoCapture Explorer client
          • Configure AutoCapture Explorer client
            • Explorer Client Settings
          • Capture files in Windows Explorer
        • Configure AutoCapture client settings
          • Configure AutoCapture client settings
          • Connection Settings
          • Preferences settings
          • Log Settings
        • Customize AutoCapture client
          • Customize toolbars
          • Customize commands
          • Customize keyboard shortcuts
          • Customize window options
      • Bates Stamp Server Administrator
        • Welcome to Bates Stamp Server Administrator
        • Getting started
          • Feature highlights
          • Using Bates Stamp Server Administrator
        • Configuring
          • Login
          • Stamps
            • Stamp properties
            • Stamp elements
            • Stamp element properties
            • Text macros
            • Preview stamp
            • Request properties
          • Stamp groups
            • Stamp group properties
            • Group stamps
          • Users
            • User properties
            • User groups
        • Restrictions and limitations
        • Troubleshooting tips
      • Bates Stamp Server Supervisor
        • Welcome to Bates Stamp Server Supervisor
        • Getting started
          • Feature highlights
          • Using Bates Stamp Server Supervisor
        • Configuring
          • BSS Supervisor main window
          • Administrators
            • Administrator properties
        • Restrictions and limitations
      • License Manager
        • License Manager overview
        • License Manager window
        • Creating a license report
        • Checking server version
      • Send To PC Client
        • Send to PC Client Configuration dialog box
          • Send to PC dialog box
          • Advanced dialog box
        • Troubleshooting tips
      • Status Monitor
        • Welcome to the Status Monitor application
        • Introduction
          • Home tab
          • View tab
          • Customize dialog box
    • Appendices
      • Appendices
      • Date and time formats
      • Field Expressions
        • Expression syntax
        • Expression evaluation
        • Operators
        • Conditional activation
      • Using Conditional Field
      • Backend browsing
  • Equitrac
    • Introduction
      • What is Equitrac?
        • Equitrac features
      • Core server components
        • Core Accounting Server
        • Document Routing Engine
        • Device Control Engine
        • Scan Processing Engine
        • Device Monitoring Engine
      • Supporting components
        • Workstation Client
          • Direct IP Printing (DRC)
        • Print Assistant
      • Application-level access permissions
        • Configure application-level permissions
      • Windows-level access permissions
      • Additional documentation
    • Web System Manager Overview
      • System Dashboard Overview
        • System Dashboard - Licenses
        • System Dashboard - Accounts
        • System Dashboard - Devices
        • System Dashboard - Accounting
    • Web Client
      • Web Client login options
      • User Dashboard
        • Working with User Dashboard
        • How to use User Dashboard
        • View and delete queued print jobs
        • View custom reports
        • Set the default billing code
        • Manage user PINs in User Dashboard
        • Transfer funds in User Dashboard
      • Web Deposit
        • Installation and Configuration
          • Installation overview
            • Requirements
            • Prerequisites
          • Configuration overview
          • Set up the database
          • Set up the global settings
          • Use Web Deposit
          • Uninstall Web Deposit
        • Web Deposit solution for Ogone
          • Configuring Web Deposit for Ogone
            • Requirements
            • Prerequisites
            • Configure Ogone
            • Use Ogone with Web Deposit
            • Transaction log of Ogone payments
        • Web Deposit solution for PayPal
          • Configuring Web Deposit for PayPal
            • Requirements
            • Prerequisites
            • Configure PayPal
            • Use PayPal with Web Deposit
            • Transaction log of PayPal payments
      • Scan Client
        • Working with the Scan Client
        • How to use the scan filters
        • How to sort the scan list
        • Additional functions
      • Troubleshooting
        • Logging
    • Create and Manage Accounts
      • Accounts overview
        • User accounts
        • Departments
        • Billing codes
      • Create new accounts
      • Work with departments
        • Enable department charging
        • Create and edit departments
      • Work with user accounts
        • Create user accounts
        • Add and edit users individually
        • Create users automatically
        • Assign delegates to users
        • Assign users to departments
        • Assign billing codes to users or departments
        • Set a default billing code for users
        • Add users from a flat file import
        • Import users with Active Directory Services
        • Qualify accounts by domain
      • Configure Active Directory synchronization
        • Add Active Directory Servers
        • Configure LDAP synchronization
        • Active Directory LDS support
      • Configure LDAP synchronization
        • Add LDAP servers
        • Configure LDAP servers
        • LDAP field mapping to CAS
        • Import LDAP user accounts
      • Manage user accounts
        • Control function access
        • Color quotas
          • Color quotas for print and copy requests
          • Setting color quotas for users
          • Resetting color quotas for users
        • Locking accounts
        • Removing accounts
          • Delete single or multiple accounts
          • Delete a set of accounts based on shared properties
        • Perform account transactions
      • Search filters
      • User authentication
      • External user authentication
      • Data privacy management
      • Select notification methods
        • Escape codes, print notification details and error conditions
      • Charge to departments
      • Account charging and limits
      • Escrow
        • Enable escrow
        • Reset escrow
        • View an escrow report
      • Delete objects in synchronized directories
      • Configure unlimited printing
      • Handle unidentified documents
      • Associate swipe cards with Equitrac accounts
      • Configure the mail server for email notifications
      • Implement PINs
        • User-controlled PIN management
      • Control transaction tracking
      • Work with self-service accounts
      • Configure the guest user feature
      • Configuring the account monitor popup
    • Billing Codes
      • Enable system-wide billing code access
      • Configure billing code popup behavior
      • Create billing codes
        • Edit billing codes
        • Manage billing codes
      • Enable billing codes
      • Remove billing codes from a user or department
      • Synchronize billing codes
        • Create the billing code text file
        • Schedule the billing code synchronized task
      • Use client billing on a workstation
    • Manage Devices
      • Device types
      • Device status tracking
      • Edit and remove devices
      • Import devices
        • Import several devices at one time
      • Physical devices
        • Manually add and configure a physical device
        • Physical device output settings
        • Physical device price list settings
        • Physical device advanced settings
        • Physical device eCopy integration
      • Embedded devices
        • Supported manufacturer embedded device types
        • Configuration options
        • Add and configure embedded devices
        • Embedded device pricing
        • Embedded device advanced settings
        • Setting Upgrade mode
      • VPSX devices
        • Prepare for VPSX integration
        • Configure a VPSX device
        • Import LRS transactions
        • VPSX PersonalQ workflow
      • InfoPrint manager devices
        • Configuring User Authentication for InfoPrint
        • Configure an InfoPrint Manager device
        • InfoPrint release workflow
      • Configure print queues
      • Managed Queues
        • Configuring a Managed Queue
      • I-Queues
        • I-Queue Direct printing
        • I-Queue printing
        • Create an I-Queue
        • Create an I-Queue printer
        • Set up the I-Queue printer share
      • Print Job Submission
      • Workstation devices
        • Configure a workstation device
      • Configure eCopy ShareScan
        • eCopy prerequisites
        • Configuration prerequisites
      • Set up a print separator page
        • Separator page escape codes
    • Device Monitoring with DME
      • DME workflow
      • SNMP communication requirements
      • Configure SNMP communication
      • Select devices for DME to monitor
      • Generate device status reports
      • Routing based on device status
    • Control Terminals
      • Card reader hardware overview
        • Connecting the card reader
        • LED status messages
        • Ethernet card reader troubleshooting
      • Configure Ethernet card readers
      • Associate the card reader with another printer
      • Manage Ethernet card readers
      • Recover an inaccessible card reader
        • Update the card reader firmware
        • Reset the card reader factory defaults
        • Recover an inaccessible card reader
    • Working with HID cards
      • HID decoding
      • Supported HID card types
        • MicroProx Tag
        • ISOProx II
        • DuoProx II
        • Smart DuoProx II
        • ProxKey II
        • ProxCard II
    • Advanced Printing Configuration
      • Enable secure printing
        • Secure printing configuration
        • Administer the secure print queue
      • Manage device pull groups
        • Choose devices to group
        • Printer pull group workflow
      • Set Up Follow-You Printing
        • Configure Follow-You Printing
        • Follow-You Printing across multiple accounting servers
      • Release prints to first available DRE
      • Printer driver management
        • Printer Driver Repository
        • Printer driver mapping
        • Upload printer driver package
        • Equitrac Printer Driver Uploader tool
        • Set custom printing preferences
      • Configure Send To printing
        • Send To printing configuration workflow
        • Client popup behavior
          • Recipients
          • Release keys
          • Print costs
          • Job settings
      • Desktop printing
        • User workflow for desktop printing
        • Desktop printing configuration workflow
        • How to exclude applications
        • Re-enable an excluded application
        • Edit an excluded application
        • Exclude printer ports
    • Price lists overview
      • Price list types
      • Price list workflow
      • Cost calculation and currency
      • Create Basic Print/Copy price lists
      • Advanced Print/Copy price lists
        • Page detail costs
        • Create Advanced Print/Copy price lists
          • Set print surcharges
          • Sample Advanced job cost calculation
      • Create Large-Format price lists
      • Fax price lists
        • Create fax price lists
      • Scan price lists
        • Create scan price lists
      • Departmental pricing
        • Create and apply departmental price lists
      • Default price lists
      • Primary vs. dual pricing
        • Configure dual pricing
      • Assign price lists
      • Apply price lists
      • Reprice jobs on release
    • Routing rules
      • Rules overview
        • Rule sets
        • Create a rule set
        • Apply a rule set
      • Create print rules
        • Print attributes
        • Print rule type and actions
        • Create a print rule
        • Adjust the rule ranking
      • Interactive print rules
      • Copy rules
        • Create copy rules
      • Work with routing groups
        • Manage routing groups
      • Create desktop print rules
        • Default desktop print rules
    • Scheduled tasks
      • Define a schedule recurrence
      • Schedule a report task
      • Schedule a billing code task
      • Schedule an arbitrary command
      • Schedule a color quota task
      • Schedule an account balance task
      • Schedule a purge transactions task
      • Run a missed task
      • Suspend, resume or remove a scheduled task
        • Suspend a task
        • Resume a task
        • Remove a task
    • Create and run reports
      • System Dashboard reports
      • Configure a Savings report
      • Schedule reports to run automatically
      • Run onsolidated reports
        • Configure multiple CAS servers
        • Run Subsidiary reports only
    • Manage scan and user workflows
      • Configure workflows
      • Configure workflow containers
      • Configure scan processing and delivery
      • Configure SMTP mail server for SPE
      • Scan load balancing
      • Configure scan load balancing
      • Configure SPE nodes
      • Configure scan destinations
      • Enable Scan-to-Me
    • Scan Client
      • Work with the scan client
      • How to use scan filters
      • Sort the scan list
      • Additional functions
    • User Dashboard
      • Enable account balance transfers for User Dashboard
      • Enable PIN management for User Dashboard
      • Enable default billing code for User Dashboard
      • Display color quota in User Dashboard
    • Equitrac Utilities
      • Import utilities
      • Import Campus Card account information
        • How to import domain qualified users
      • Directory synchronization access permissions
      • Purge database transactions
      • Modify user accounts from a flat file
        • EQCmd actions
          • add
          • assign
          • modify
          • addormodify
          • delete
          • remove
          • query
          • adjust
          • adjust ... <amount>
          • adjust ... set <amount>
          • adjust ... atleast <amount>
          • adjust department
          • lock and unlock
          • color quota
        • EQCmd batch file process
          • CSV File Format
          • CSV File Sample
      • Map LPR user IDs
        • Install EQXLPD
        • Modify the configuration file
        • Start the EQXLPD service
        • Obtain Debug Logs
      • Print Queue Viewer
      • Run Print Queue Viewer on a workstation
      • Diagnostics
        • Save and clear log files
    • Glossary
  • Output Manager
    • Getting Started
      • Welcome to Kofax Output Manager
      • ControlSuite overview
      • Output Manager implementation
      • Output Manager concepts
      • Output Manager user interfaces
      • Instances of Output Manager
      • Output Manager services
      • Output Manager applications
        • Destinations application
        • Sources application
        • Documents application
        • Library application
        • Reports application
        • Devices application
        • Administration application
      • Learning about the Output Manager Console
        • Open the Output Manager Console
        • Using the LocalSystem user account with SQL Server 2016 or later
      • Customizing the grid views
        • Sort by columns
        • Group by columns
        • Filter on values
        • Configure columns for grid views
        • Use grid layouts
      • Configure Output Manager Console security
      • Configure columns
      • Using Output Manager in a Citrix environment
    • Users
      • Managing users
        • Adding users and groups to Output Manager
          • Group membership
          • Add an Output Manager user
          • Add an Output Manager group
          • Add an LDAP user or group
          • Add a Windows user or group
          • Importing users and groups to Output Manager
            • Import users from a file
            • Import Active Directory users or groups
            • Import LDAP users or groups
            • Import users or groups with a recurring task
        • Add a department
        • Map groups to departments
        • Configure users
        • Configure departments
        • Modify a user, group, or department
        • Remove a user, group, or department
        • Assign a print delegate
      • Managing Output Manager security roles
        • Add users or groups
        • Remove users or groups
        • Modify security permissions
    • Devices
      • Learning about the Devices application
      • Managing devices
        • Open a device
        • Move a device
        • Rename a device
        • View the device output history
        • View the SNMP alert history
        • Initiate an SNMP update for a device
        • Configure access control
      • Manage device groups
      • Add devices
      • Import new devices
      • Modify devices
      • Create destinations
      • Search for devices
      • Managing devices through SNMP
        • SNMP versions and communication security
        • Configure SNMP services
        • Organize detected SNMP devices
        • Detecting devices using SNMP
        • Override global SNMPv3 gettings
      • Ethernet Card Reader
        • Hardware overview
        • Connect the Ethernet Card Reader
        • Add the Ethernet Card Reader
        • Update the Ethernet Card Reader firmware or configuration
        • LED status messages
        • Ethernet Card Reader troubleshooting
        • Reset the Ethernet Card Reader
        • Use maintenance mode to recover an inaccessible Ethernet Card Reader
      • RF IDeas Ethernet 241 Card Reader
        • Prerequisites
        • Install the RF IDeas Ethernet 241 Card Reader
        • Configure Output Manager with the RF IDeas Ethernet 241 Card Reader
    • Queues and Universal Postscript Driver
      • Converting Windows queues
        • Convert Windows queues
        • Convert Windows queues (advanced mode)
        • Restore Windows queues
      • Output Manager Universal PostScript Driver
        • Use the Output Manager Universal PostScript Driver
    • Security
      • Output Manager security
        • Document ownership
        • Security roles
          • Add or remove users and groups in roles
          • Add or remove role permissions
        • Configuring permissions
          • Configure console permissions
          • Configure object permissions
        • Security enforcement
      • File store encryption
        • Encrypt a file store
        • Decrypt a file store
        • File store encryption troubleshooting
    • Sources
      • Learning about the Sources application
      • Manage source groups
      • Add sources
        • Add an AutoStore source
        • Add a ControlSuite source
        • Add an Email source
          • Microsoft 365 Configuration for Email Source
        • Add an Epic source
        • Add an Epic Web Service source
        • Add an FTP source
        • Add an IPP source
        • Add an LPD source
        • Add a Mobile Server source
        • Add a NetWeaver source
        • Add a Network Folder source
        • Add an Output Manager source
        • Add a Socket Connection source
        • Add a TCP/IP NJE source
        • Add a WCF API source
        • Add a Web Upload source
        • Add a WebSphere MQ source
        • Add a Windows Queue source
      • Modify sources
      • Remove sources
      • Import sources
      • Search for sources
      • Configure security for sources
      • Managing sources
        • Enable a source
        • Disable a source
        • Open a source
        • Move a source
        • Rename a source
        • Copy a source
        • View all messages for a source
      • Configuring document property profiles
        • Configure document profiles during source configuration
        • Configure a document properties profile
        • Order document property profiles
    • Destinations
      • Learning about the Destinations application
      • Manage destination groups
      • Add destinations
      • Modify destinations
      • Remove destinations
      • Import destinations
      • Redirect destinations
      • Search for destinations
      • Configure security for destinations
      • Routing documents
        • Send documents to AutoStore
        • Send documents to a ControlSuite destination
        • Send documents to an email address
          • Microsoft 365 Configuration for Outbound Email
        • Send documents to a fiery device
        • Send documents to an FTP server
        • Send documents to an IPDS printer
        • Send documents to an IPP printer
        • Send documents to JDF/JMF
        • Send documents to an LPR server
        • Send documents to a network folder
        • Send documents to another Output Manager instance
        • Send documents to a socket server
        • Send documents to a WebSphere MQ
        • Send documents to a Windows Queue
        • Configure the Document Library
        • Send documents to a destination group
      • Managing destinations
        • Enable a destination
        • Disable a destination
        • View SNMP alerts
        • Open a destination
        • Move a destination
        • Rename a destination
        • Copy a destination
        • View destination output history
        • View all messages for a destination
    • Documents
      • Learning about the Documents application
      • Learning about the Library application
      • Managing documents
        • Change the document state
        • View documents
        • Manually route documents to a destination
        • Edit document properties
        • Assign documents to a folder
        • Delete documents
        • Reprint documents
        • Restore documents
        • Schedule output
        • Assign a failover profile
        • Assign a library filing profile
        • Assign a notification profile
        • Assign an output process to a document
        • Assign a retain period
        • Run an ad hoc rule on documents
        • Run an ad hoc action on documents
        • Manage document packages
        • View a document history
      • Working with documents
        • Manage document folders
        • Configure security for documents
        • Create document queries
        • Search for documents
      • Configure global document properties
    • Output Processes and Actions
      • Output processes
        • Output process actions
        • Open and close the Process Designer
        • Create an output process
        • Configure actions
        • Open an output process
        • Rename an output process
        • Delete an output process
        • Print an output process
        • Search for an output process
        • Zoom in or out of the Process Editor
    • Cost Tracking and Management
      • Print rules profiles
        • Create a print rules profile
        • Create user print rules
      • Create a desktop client profile
      • Assigning costs to billing accounts
      • Allowances
      • Configure balance settings
      • Import billing accounts
      • Managing Windows Queues
        • Assign a quota profile
        • Create a quota profile
    • Rules and Tasks
      • Rules
        • Business rules
          • Set up business rules
          • Create business rules
          • Manage business rules
          • Create business rule actions
        • AdHoc rules
          • Manage Ad Hoc rules
          • Create Ad Hoc rules
          • Create Ad Hoc actions
        • Alert rules
          • Create alert rules
          • Manage alert rules
        • Error handling rules
        • Failover rules
        • Using Output Manager functions
          • Configure the @dateTimeToString function
          • Configure the @lookupCsv function
          • Configure the @parse function
          • Configure the @schedule function
          • Configure the @stringToDateTime function
          • Configure the @counter function
        • Using the Data Conversion Utility
          • DCO descriptions
          • DCO parameters
      • Scheduling tasks
        • Create a schedule
          • Run an Ad Hoc rule
          • Create and save or email a report
          • Update output history with page counts
          • Import users and groups
          • Synchronize Active Directories
          • Synchronize LDAP
    • Reports
      • Learning about the Reports application
      • Working with reports
        • Manage report folders
        • Create reports
        • Modify reports
        • Remove reports
        • Move reports
        • Rename reports
        • Copy reports
        • Export reports
        • Import reports
        • Search for reports
        • Configure security for reports
        • Send report data to a remote database
      • Using the Report Preview window
        • View reports
        • Print reports
        • Scale reports
        • Change the zoom level
        • Change watermark and background settings
        • Search for text in a report
        • Export reports
        • Email reports
      • The Report Designer
        • Learning about the Report Designer
        • Report settings
        • Report bands
        • Report controls
        • Using the Report Designer
          • Save reports
          • Manually update report output
          • Change element layout in a report
          • Add or modify static information in a report
          • Delete report elements
          • Use Mail Merge in report elements
          • Display values from a database
          • Change value formatting of report elements
          • Change fonts and colors of report elements
          • Change or apply data sorting to a report
          • Change or apply data filtering to a report
          • Change or apply data grouping to a report
          • Add totals for a report
          • Create or modify watermarks for a report
          • Add page numbers and system information to a report
          • Add calculated fields to a report
          • Add parameters to a report
        • Styles and conditional formatting in reports
          • Use odd and even styles
          • Store and restore style sheets
          • Conditionally change the appearance of a control
          • Conditionally hide bands
          • Conditionally change label text
        • Navigation in reports
          • Add bookmarks
          • Create hyperlinks
          • Add a cross-reference
        • Miscellaneous topics in reports
          • Show the current row index
          • Count the number of records in a report or group
          • Cancel printing when a report does not contain any records
          • Limit the number of records per page
    • Resources
      • Managing resources
        • Add resources
        • Modify resources
        • Remove resources
        • Import resources
        • Export resources
        • Configure Resources
          • Configure the CpMillUnitLibrary resource
          • Configure a CpMillProfile resource
          • Configure a banner resource
          • Configure a PrinterControlFile resource
          • Configure an FCB resource
          • Configure a CsvDocProp resource
          • Configure a binary resource
          • Configure a text resource
          • Configure an Ini resource
    • Server and Database Administration
      • The Message Console
      • Using the Message Console
        • Capture trace data
        • View messages for destinations, sources, or documents
        • Show or hide the message panel
        • Clear messages from the Message Console
        • Copy messages to Microsoft Excel
        • Export or import messages
        • Pause and resume automatic refresh
      • Set general preferences
      • System Health utility
      • Managing services through Microsoft Windows
        • Configure services to log on using the Local System account
        • Configure services to log on using a user account
      • Managing product components
        • View product components
        • Monitor services from the Output Manager Console
        • Authorize servers
      • SSL certificates
      • Backing up and restoring the Output Manager database
        • Schedule periodic backups
        • Restore a backup
        • Back up from a command prompt
      • Configure NetWeaver integration
      • Notifications
        • Send an email notification when a license status changes
    • User Interface Reference
      • @DateTimeToString dialog box
      • @LookupCsv dialog box
      • @Parse dialog box
      • @StringToDateTime dialog box
      • Add Columns dialog box
      • Add Destination (from Devices) dialog box
      • Add Destination dialog box
      • Add Source dialog box
      • Ad Hoc Rule dialog box
      • Ad Hoc Rules Manager dialog box
      • Adjust Message Priority dialog box
      • Adjust User Custom Properties dialog box
      • Advanced Costing Profile dialog box
      • Alert Rule dialog box
      • Alert Rules Manager dialog box
      • Allowances Profile dialog box
      • Assign Access Control dialog box
      • Bitmap Output tab
      • Browse LDAP Server dialog box
      • Burst Document - Line Mode dialog box
        • Extract Text tab
        • Burst Conditions tab
        • Set Document Properties tab
      • Burst Document - Page Mode dialog box
        • Extract Text tab
        • Burst Conditions tab
        • Set Document Properties tab
      • Business Rule dialog box
      • Business Rules Manager dialog box
      • Configuration tab
      • Configure Columns utility
      • Configure Device dialog box
      • Configure Document Properties utility
      • Configure IP Ranges dialog box
      • Configure Kiosk dialog box
      • Configure Method Call dialog box
      • Configure Transform dialog box
      • Configuring administrative options
      • Connect to Output Manager Server dialog box
      • Create Package dialog box
      • Create Resource or Edit Resource dialog box
      • Custom DBM Activation dialog box
      • Deactivate DBM Components dialog box
      • Department dialog box
      • Departments tab
        • Windows Groups to Departments Mapping dialog box
      • Desktop Client Installation dialog box
      • Desktop Client Profile dialog box
      • Destination Capabilities dialog box
      • Destination Configuration dialog box
        • AutoStore settings tab (Destination Configuration)
        • ControlSuite settings tab (Destination Configuration)
        • Email settings tab (Destination Configuration)
        • Error Handling tab (Destination Configuration)
        • Fiery device settings tab (Destination Configuration)
        • Folder settings tab (Destination Configuration)
        • FTP settings tab (Destination Configuration)
        • IPDS settings tab (Destination Configuration)
        • IPP settings tab (Destination Configuration)
        • JDF/JMF settings tab (Destination Configuration)
        • LPR settings tab (Destination Configuration)
        • More settings tab (Destination Configuration)
        • OM settings tab (Destination Configuration)
        • SharePoint device settings tab (Destination Configuration)
        • Socket settings tab (Destination Configuration)
        • WebSphere MQ settings tab (Destination)
        • Windows queue settings tab (Destination Configuration)
      • Destination Configuration (bulk settings) dialog box
        • Email settings tab (Destination Bulk Configuration)
        • Error Handling tab (Bulk Configuration)
        • Fiery Device settings tab (Bulk Configuration)
        • Folder settings tab (Destination Bulk Configuration)
        • FTP settings tab (Destination Bulk Configuration)
        • General tab (Destination Bulk Configuration)
        • IPP settings tab (Destination Bulk Configuration)
        • JDF/JMF settings tab (Destination Bulk Configuration)
        • LPR settings tab (Destination Bulk Configuration)
        • More settings tab (Destination Bulk Configuration)
        • OM Settings tab (Destination Bulk Configuration)
        • Socket settings tab (Destination Bulk Configuration)
        • WebSphere MQ settings tab (Destination Bulk Configuration)
        • Windows Queue settings tab (Destination Bulk Configuration)
      • Destination/Device Output and SNMP Alert History window
      • Detect Readers dialog box
      • Device Configuration dialog box
        • SNMP tab (Device Configuration)
        • Device Details tab (Device Configuration)
        • Kiosk tab (Device Configuration)
        • Job Status tab (Device Configuration)
      • Device Profile dialog box
      • Device wizard
      • Display Client Pop-up dialog box
      • Document Library Profile dialog box
      • Document Owner Mapping tab
      • Document Properties dialog box
      • Document Properties Profile dialog box
        • Document Property Mappings tab
      • Edit LDAP User dialog box
      • Edit Windows User dialog box
      • Error Handling Profile dialog box
      • Exception Fields dialog box
      • Export Reports dialog box
      • Failover Profile dialog box
      • File Store dialog box
      • Filter Profiles tab
      • Font Face Configuration dialog box
      • Fonts tab
      • General tab (Transform Package)
      • Global Group Routing Map dialog box
      • Group Routing Configuration dialog box
      • Groups tab
      • Headers from Data tab
      • Import Reports dialog box
      • Ini Resource dialog box
      • Input Options tab
      • Job Parsing tab
      • Job Ticket tab
      • Job Status Manager dialog box
      • Job Status Mapping Profile dialog box
      • LDAP Group dialog box
      • LDAP Server dialog box
      • LDAP User dialog box
      • Learning about the Audit Console
      • Library Settings tab
      • License Information Utility
      • Mail Server Search dialog box
      • Manage Billing Accounts Utility
        • Billing List dialog box
      • Manage CsvDocProp Resources dialog box
      • Manage Product Components Utility
      • Manage Profiles dialog box
      • Manage Resources dialog box
      • Manage Devices Utility
      • Manage Windows Queue Quota Profiles dialog box
      • Manage Windows Queues Utility
        • Server tab
        • Workstation tab
      • Merge Package dialog box
      • MFP Kiosk Preferences Profile dialog box
      • Modify Document dialog box
        • Configuration tab
        • Document Properties tab (Modify Document)
      • Native Headers tab
      • New Device dialog box
      • Notification Profile dialog box
        • Document notifications
          • Document - Notification Editor dialog box
          • Document In Specific State For Elapsed Time - Notification Editor dialog box
          • Document waiting to complete or unrouted - Notification Editor dialog box
        • System notifications
          • Database Usage Monitor - Notification Editor dialog box
          • File Store Usage Monitor - Notification Editor dialog box
          • License Status - Notification Editor dialog box
          • Login Failure Count Exceeded - Notification Editor dialog box
          • Message Posted to Message Log - Notification Editor dialog box
          • Modified Events - Notification Editor dialog box
          • Service is Down - Notification Editor dialog box
          • Source Error - Notification Editor dialog box
          • State Change - Notification Editor dialog box
      • OM Group dialog box
      • OM User dialog box
      • Opening Windows utilities
      • Organizational Units Container Specification dialog box
      • Outbound Email Profile dialog box
      • Output Options tab
      • Package Boundary Fields dialog box
      • Package Manager dialog box
      • Page Layout tab
      • PDF Output tab
      • Power Rule dialog box
      • Preview window
      • Printer Family Profile dialog box
      • Process Designer Utility
      • Remove From Document dialog box
      • Rename Process dialog box
      • Resource Manager dialog box
        • Banner Resource dialog box
        • Binary Resource dialog box
        • Configure Filter Profile dialog box
        • Configure Unit Library dialog box
        • CsvDocProp Resource dialog box
        • FCB Resource dialog box
        • PrinterControlFile Resource dialog box
      • Resources tab
      • Role Manager dialog box
      • Route to Destination (Advanced) dialog box
      • Run Command dialog box
      • Schedule dialog box
      • Schedule Manager dialog box
        • Schedule tab (New/Edit Schedule dialog box)
        • Tasks tab (New/Edit Schedule dialog box)
          • New/Edit Task (Active Directory Synchronization) dialog box
          • New/Edit Task (Create Report) dialog box
          • New/Edit Task (Import Users and Groups) dialog box
          • New/Edit Task (LDAP Synchronization) dialog box
          • New/Edit Task (Output History to Equitrac Import) dialog box
          • New/Edit Task (Perform Rule) dialog box
          • New/Edit Task (Push Reporting Data to Database) dialog box
          • New/Edit Task (Update Output History with Page Counts) dialog box
      • Security Configuration dialog box
        • User or Group Permissions
      • Select Detection Options dialog box
      • Select devices dialog box
      • Select Organizational Units dialog box
      • Select Redirected Destination dialog box
      • Select User Accounts/Groups to Import dialog box
      • Select User dialog box
      • Send Email dialog box
      • Set Document Owner - Advanced dialog box
      • Set Document Owner - Guest dialog box
      • Set Failover Profile dialog box
      • Set Filter Profile dialog box
      • Set General Preferences Utility
        • General tab (Set General Preferences Utility)
        • Destination tab (Set General Preference Utility)
        • Security tab (Set General Preference Utility)
          • Actions saved in auditing information
        • Reporting tab (Set General Preference Utility)
        • Kiosks tab (Set General Preference Utility)
        • Clients tab (Set General Preference Utility)
      • Set Library Filing Profile dialog box
      • Set Notification Profile dialog box
      • Set Output Process dialog box
      • Set Priority in Group dialog box
      • SNMP Server Configuration dialog box
      • Source Properties Profile dialog box
      • Source Configuration dialog box
        • AutoStore settings tab (Source Configuration)
        • ControlSuite settings tab (Source Configuration)
        • Document properties tab (Source Configuration)
        • Email settings tab (Source Configuration)
        • Epic settings tab (Source Configuration)
        • Epic Web Service settings tab (Source Configuration)
        • Filters tab
          • Regular expressions
        • FTP settings tab (Source Configuration)
        • Folder settings tab
        • IPP settings tab (Source Configuration)
        • LPD settings tab (Source Configuration)
        • LPD Queue Settings tab
        • More settings tab (Source Configuration)
        • Output settings tab (Source Configuration)
        • Socket settings tab (Sources)
        • TCP/IP NJE settings tab (Source Configuration)
        • Web Upload settings tab (Source Configuration)
        • WebSphere MQ settings tab (Source)
        • Windows queue settings tab (Source Configuration)
      • Source Configuration (bulk settings) dialog box
        • Document Properties tab (Source Bulk Configuration)
        • Email settings tab (Source Bulk Configuration)
        • Epic Settings tab (Source Bulk Configuration)
        • Filters tab (Source Bulk Configuration)
          • Regular expressions
        • Folder Settings tab (Source Bulk Configuration)
        • FTP Settings tab (Source Bulk Configuration)
        • General tab (Source Bulk Configuration)
        • IPP settings tab (Source Bulk Configuration)
        • LPD Settings tab (Source Bulk Configuration)
        • More Settings tab (Source Bulk Configuration)
        • Output Settings tab (Source Bulk Configuration)
        • Socket settings tab (Source Bulk Configuration)
        • Web Upload Settings tab (Source Bulk Configuration)
        • WebSphere MQ settings tab (Source Bulk Configuration)
        • Windows Queue Settings tab (Source Bulk Configuration)
      • Specify LDAP Server Connection dialog box
      • Specify SQL User dialog box
      • Text Extraction Variable Definition dialog box
      • Text Resource dialog box
      • Transform Adept dialog box
      • Transform Office Files dialog box
      • Transform Package dialog box
      • Transform Record Mode (Advanced) dialog box
      • Transform Record Mode (Basic) dialog box
      • Universal PS Driver Wizard
        • Create a Microsoft Windows print queue
        • Add multiple Microsoft Windows print queues
        • Import queues from a file
      • Unzip Document dialog box
      • User Information Stamping dialog box
      • User and Group Selection dialog box
      • User Print Rules Profile dialog box
      • User Print Rule dialog box
      • User Print Rules Manager dialog box
      • Users tab
      • Viewer Configuration dialog box
      • Watermarking dialog box
      • Windows Queue Quota Profile dialog box
      • Windows Queue Quota Rule dialog box
      • Windows Queue Print Rules Manager dialog box
      • Windows Users and Groups dialog box
      • Zip Package dialog box
  • Business Connect
    • Overview
      • Introduction
      • Business Connect Features
      • Product Compatibility
      • System Requirements
      • Prerequisites
      • Mobile Device Management Integration
    • Server Configuration
      • Business Connect Server Configuration
      • Layout Configuration
        • Configuring Font Settings
        • Configuring Logos
        • Configuring Background
        • Configuring Activity
      • Client Support Setup
      • Feature Access Configuration
        • Configure SharePoint Sites (Optional)
      • Geo-Location Management
        • Adding a New Location
        • Adding a Floorplan
        • Editing or Deleting Location Information
      • MFD and Printer Management
      • User and Device Management
        • Managing Users
        • Managing Devices
      • Localization and Multi-Language Support in Business Connect
      • Business Connect Server Logs
      • Troubleshooting
    • Mobile Device Management Integration
      • Configure the Mobile Server URL in AirWatch Console
        • Verify the Mobile Server URL on the Device
      • Configure the Mobile Server URL in MobileIron
        • Force Device Check-In
        • Verify the Mobile Server URL on the Device
      • Configure the Mobile Server URL in BlackBerry UEM
        • Verify the Mobile Server URL on the Device
      • Configure the Mobile Server URL in Intune
        • iOS Policy Configuration
        • Verify the Mobile Server URL on the iOS Device
        • iOS Mobile App Configuration
    • Configuring Business Connect Manually
      • Database Configuration
        • Configure a database on an SQL server database
        • Configure an embedded SQL Server Compact database
      • Workflow Engine Configuration
      • About ControlSuite™ Enrollment
      • Printing Services Configuration
      • Web Server Configuration
      • Support Service Configuration
        • Connect Web Server to Support Service on local machine
        • Connect Web server to the Support Service on a remote machine
      • Support Service Configuration in Standalone Mode
        • Connect Web Server to standalone Support Service
      • Security Configuration
      • Launching Admin Tool
      • Configuring Web Capture for Business Connect Server
        • Configure Web Capture Communication Port in AutoStore
      • Configuring SSL for Business Connect
        • Configure SSL for the Business Connect Client
          • Add Site Bindings in IIS
          • Create Business Connect website in IIS
          • Specify the Server Address on the Business Connect Client
        • Configuring SSL for Web Capture
          • Configure the Business Connect Server
          • Add the Certificate to the AutoStore Server
          • Configure SSL for Web Capture in AutoStore
        • Configuring SSL for Support Service
          • Configuring SSL for Support Service in Stand-Alone Mode
  • Integrations
    • From Capture to Print Management
      • From Capture to Print Management - Overview
      • Via AutoStore Process
        • AutoStore to ControlSuite print management via Process
        • Create a new task
        • Add components
        • Create a new workflow
        • General settings
        • Print Settings
        • Properties
        • Route the print job
      • Via AutoStore Route
        • AutoStore to ControlSuite print management via Route
        • Configure Server Manager in AutoStore
        • Create a new task
        • Add components
        • Create a new workflow
        • General settings
        • Print Settings
        • Properties
    • From Capture to Mobile
      • AutoStore to ControlSuite mobile
      • Configure Server Manager in AutoStore
      • Create a new workflow
      • General settings
      • Print Settings
      • Properties
    • From Mobile to other ControlSuite Components
      • From Mobile to other ControlSuite Components - Overview
      • Configure Server Manager in AutoStore
      • Configure Business Connect Server Configuration Manager - Printing Services tab
      • Configure Business Connect Server Configuration Manager - Web Server tab
      • Create a new task
      • Add components
      • Create a new workflow
      • Transforming the document
      • General settings
      • Print Settings
      • Properties
      • Route the print job
    • From Print Management to Capture and Mobile
      • Send documents from print management and mobile to capture
        • Create a new rule set
        • Create a rule to add a watermark
        • Create a rule to add a stamp
        • Create a rule to send to AutoStore
        • Add the Equitrac rule to the Equitrac source
    • From Print Management to Output Management
      • Send documents from print management to output management
        • Create a new rule set
        • Create a rule to add a watermark
        • Create a rule to add a stamp
        • Create a new rule to send to Output Manager
        • Add the Equitrac rule to the Equitrac source
    • From Output Management to Capture
      • Send documents from output management to capture
        • Create an AutoStore task to route a document to a folder
        • Configure the AutoStore workflow
        • Create an Output Manager destination
        • Delete existing sources
        • Create a new source
    • From Output Management to Print Management
      • Send documents from output management to print management
        • Release Output Manager documents at Equitrac endpoints
        • Create an Output Manager destination
        • Delete existing sources
        • Create a new source
    • From Output Management to Mobile
      • Send documents from the output management to mobile
        • Create an AutoStore task to route to Business Connect
        • Configure the Print Job Submission eConnector component
        • Create an Output Manager destination
        • Delete existing sources
        • Create a new source
  • Device Registration Service
    • Using the Device Registration Service
      • Open the DRS web client
      • Working with Applications
        • Add an Application profile
        • Edit Application profile settings
      • Working with Devices
        • Add a new Device profile
        • Edit a Device
        • Changing languages on Device
          • Change language on eBN Device
          • Change language on eBX Device
        • Filter Device and group information
        • Import Device information
        • Export Device information
        • Device status
      • Working with Device Groups
        • Add a Device group
        • Add an existing Device to a Device group
        • Add a new Device profile to a Device group
      • Working with client packages
        • Files list (Unified Client installation packages)
        • Remove a package file from DRS
        • Rename a package file in DRS
      • Performing Actions on Devices
        • Perform Device Actions
        • View Action history
      • Manage the DRS service on the server
    • Troubleshooting Device Registration Service
      • Service verification
  • Device Web Server
    • Device Web Server overview
      • View the DWS Web administration page
      • DWS failover
        • DWS failover scenarios
      • Regenerate certificates
    • Epson
      • Overview
        • Deployment scenarios
        • System requirements
      • Managing the Device Web Server
        • Move to an eCopy ShareScan and Equitrac environment
    • Toshiba
      • Overview
        • Deployment scenarios
        • System requirements
      • Managing the Device Web Server
        • Move to an AutoStore and Equitrac environment
  • ControlSuite Clients
    • Unified Clients
      • Unified Clients Overview
        • Kofax Unified Client for Brother
          • Overview
            • Deployment steps
            • Requirements
            • Supported languages
          • Preparing for deployment
            • Verify that your device is supported
            • Verify prerequisites
            • Download installer package
          • Installing the Unified Client for Brother
            • Installing ControlSuite
              • Install ControlSuite for Equitrac and AutoStore
              • Install ControlSuite for AutoStore
              • Install ControlSuite for Equitrac
              • Configure ControlSuite
              • License ControlSuite
                • License AutoStore
              • Configure DRS
            • Use DRS to configure and deploy the Unified Client
              • Manual Device Configuration
              • Generating CA Certificate using IP Address
              • Uninstalling Client using DRS
            • Setting up a Brother device
              • Ensure that BSI is enabled on the device
              • Ensure that application entry menus and CA certificate entry are available
              • Configure the Brother device in case Mass Deployment Tool is not in use
              • Install CA Certificate in case Mass Deployment Tool is not in use
              • Set up screen displayed on the Brother device after login
              • Recommendations for Brother device settings
          • Using the Unified Client for Brother
            • Features
            • Creating a capture workflow
              • Configure Send to Folder
            • Creating a print workflow
              • Use Follow-You Printing
            • Configure Equitrac for use with the Unified Client for Brother
              • CAS offline operation through DCE caching
            • Typical user workflows
              • Log in to the Unified Client for Brother
                • Login with Equitrac and AutoStore
                • Login with Equitrac only
                • Login with AutoStore only
                • Register your card
                • Card readers
                • Card reader setup
              • Enter Billing Codes
              • Follow-You Printing
                • Release All
                • Release Key
              • Scan a document
                • Field Types
                  • Checkbox field
                  • Date field
                  • Label field
                  • List field
                  • Lookup list field
                  • Numeric field
                  • Text field
                  • Tree field
                • Scan Settings
              • Logout
          • Device Settings
            • Application properties
            • Device properties
            • Actions reference
          • Unified Client failover
          • Troubleshooting
        • Kofax Unified Client for Canon
          • Overview
            • System requirements
            • Third-party application dependencies
            • Deploying Unified Client for Canon
              • Deploying Unified Client for Canon with AutoStore - process outline
              • Deploying Unified Client for Canon with Equitrac - process outline
              • Deploying Unified Client for Canon with AutoStore and Equitrac - process outline
              • Deploying Unified Client for Canon with Output Manager - process outline
              • Deploying Unified Client for Canon with AutoStore and Output Manager - process outline
            • Supported languages
              • Switch language on the device
          • Preparing for deployment
            • Verify that your device is supported
            • Verify prerequisites
          • Installing the Unified Client for Canon
            • AutoStore server installation and configuration
            • Equitrac server installation and configuration
            • Output Manager server installation and configuration
            • Setting up a Canon device
              • Configure the Canon MFP language and date/time settings
              • Enable SSL for remote UI
              • Install Canon application for AutoStore only
              • Install Canon application for Equitrac or both AutoStore and Equitrac
              • Install Canon application for both AutoStore and Output Manager
              • Set the home screen for the guest user
              • Configure the TLS certificates
              • Recommendations for Canon device settings
              • Check the Canon platform version
            • Use DRS to configure and deploy the Unified Client
              • Quick setup Device Registration Service instructions for AutoStore
              • Quick setup Device Registration Service instructions for Equitrac
              • Quick setup Device Registration Service instructions for AutoStore and Equitrac
              • Quick setup Device Registration Service instructions for Output Manager
              • Quick setup Device Registration Service instructions for AutoStore and Output Manager
            • Install certificates in a ControlSuite NLB environment
          • Using the Unified Client for Canon
            • Set up your first AutoStore capture workflow
              • License AutoStore
              • Configure scan to folder
              • Scanning with the Unified Client for Canon
                • Basic scan overview
                • Scan Settings
                • Scan form overview
                  • Text field
                  • Numeric input field
                  • Simple List field
                  • Extendable/Multiselect/Database lookup fields
                  • Date field
                  • Tree field
                  • Button field
                  • Checkbox field
                  • Label field
                • Complex scan overview
                • Scan limitations and constraints
            • Set up your first print job in Equitrac
              • License Equitrac
              • Configure Follow-You Printing
              • Use Follow-You Printing
            • Set up your first print job in Output Manager
              • License Output Manager
              • Configure Output Manager
              • Add a device
              • Set print preferences
          • Kofax Unified Client for Canon device settings
            • Application properties
            • Device properties
            • Files Tab
            • Actions reference
            • Return codes
            • Add a device
            • Import device information
            • Canon Unified Client Launcher Screen
            • Authentication and identification
            • Offline behavior
            • Server reconfiguration behavior
            • Hardkey behavior
            • System timeout
            • Main Menu button
          • Appendix: Additional configuration instructions
            • Security
              • Changing the TLS settings
              • Canon Auto Reset Timer
            • Configuring AA Common Access Card authentication solution
            • CAC Authentication and Equitrac MEAP Authentication solution
            • Canon Licensing
            • Moving App Logo to the First Page of Canon Device
            • Renaming Embedded Application on Home Screen
            • Selecting user display style
          • Appendix: Additional AutoStore instructions
            • Configuring authentication
            • LDAP Lookup Settings dialog box
            • Integration with MFP authentication
            • Adding and editing groups
            • Basic form
            • Scanning Settings
            • Email form
            • Folder form
            • SharePoint form
            • Authentication tab
            • Authentication Prompts dialog box
            • Custom Scripting authentication
            • Configuring the Scanning Settings
            • Scripting Overview
            • Unified Client component RRTs
            • Unified Client communication ports
          • Troubleshooting
            • Numeric field issue (on the server side)
            • User is removed from the current workflow
            • Device administrator cannot log in and cannot reach Settings > Registration
            • Documents sent from Kofax Business Connect cannot be printed
            • Canon device DRS configuration fails
            • Default Canon device administrator password fails
            • KBC authentication is not working when "Require PIN with card swipe" is enabled in OM settings
        • Kofax Unified Client for Epson
          • Overview
            • Deployment steps
          • Prepare for deployment
            • Verify that your device is supported
            • Verify prerequisites
            • Download installer packages
            • Set up a scan watch folder
          • Installing the Unified Client for Epson
            • Install Equitrac
              • Install the Equitrac server
              • Enable Page Counters
            • Installing ControlSuite
            • Device Registration Service
              • Use DRS to configure and deploy the unified client
          • Setting up the Epson MFP
            • Configure the Epson MFP
            • Update card reader settings to support Kofax Business Connect
          • Configuring the Unified Client for Epson
            • Setting up your first print workflow
              • Configure Follow-You Printing
                • I-Queue printing
              • Use Follow-You Printing
          • Appendix
            • Additional documentation
            • Reference settings
              • Application properties
                • Move from one DWS to another
              • Devices properties
              • Actions reference
              • Return codes
            • Troubleshooting
        • Kofax Unified Client for HP
          • Overview
            • Features
              • Authorization
            • Deployment steps
            • Requirements
          • Preparing for deployment
            • Verify prerequisites
            • Equitrac configuration
              • Configure authentication prompts
            • Output Manager configuration
              • Set print preferences
            • AutoStore configuration
              • Scanning settings
            • Authentication configuration
              • Configure CAC for authentication
            • Card reader configuration
              • Configuring card self-registration
            • DWS configuration
              • Dual stack limitations
          • Deploying the Unified Client for HP
            • Installing ControlSuite
              • Update DWS certificates
            • Use DRS to configure and deploy the unified client
            • Setting up the HP device
              • Ensure that previous Kofax applications are cleared
            • Creating a print workflow
              • Configure Follow-You Printing
            • Creating a capture workflow
              • Configure the Send to Folder workflow
          • Using the Unified Client for HP
            • Typical user workflows
              • Log in to the Unified Client for HP
                • Card self-registration
              • Release All
              • Release Key
              • Billing codes
                • Enter billing codes
              • Log out
            • Printing
              • Follow-You-Printing
                • Use Follow-You Printing
              • Print Jobs Details
              • Print Settings
              • Print with Business Connect
            • Scanning
              • Scan a document
                • Scan settings
          • Device settings
            • Unified Client for HP actions reference
            • Unified Client for HP application properties
            • Unified Client for HP device properties
          • Unified Client failover
          • Troubleshooting
        • Kofax Unified Client for Konica Minolta
          • Overview
            • Product features
            • Campus card support
            • Delegate printing support
            • Runtime Replacement Tag (RRT) support
            • Failover support
          • System requirements
            • Supported devices
          • Prepare for deployment of Unified Client for Konica Minolta
            • Equitrac configuration
              • Configuring authentication prompts
            • Output Manager configuration
              • Set print preferences
              • Configure device for access control
            • AutoStore configuration
              • Scanning settings in AutoStore
              • Dynamic form support
              • Migrate workflows
            • Workflow configuration
              • Walk-up copy workflows and billing codes
            • Authentication configuration
              • Credential caching
            • DWS configuration
              • DWS configuration for TLS
              • Certificate management
                • DWS certificate management
                • Server certificate management
                • Device certificate management
              • Dual stack limitations
            • Device configuration
              • SSL
                • Enable and configure SSL
              • TCP socket setting
              • Page size release
              • Web browser
              • WebDAV client
              • Auto reset
              • Printing support
              • Hide slide menu tab
            • Card reader configuration
              • Considerations for setting up a card reader
              • Configuring card reader authentication
              • Configuring card self-registration
          • Deploy Unified Client for Konica Minolta
            • Overview of the deployment process
            • DRS setup and device registration
            • Change configuration
            • Unregister Unified Client for Konica Minolta from the device
            • Create a first workflow in AutoStore
          • Using Unified Client for Konica Minolta
            • Getting started with the Unified Client for Konica Minolta
              • Logging on
                • Card self-registration
                • Public access
              • Billing codes
              • Launcher screen
              • Release key
              • Device Home button
              • Screen elements
              • Logging off
            • Printing features
              • Print job management
                • Follow-You Printing screen
                • Print Jobs Details screen
                • Print Settings screen
              • Printing with Kofax Business Connect
            • Scanning features
              • Scan documents
                • Scan form fields
            • Job tracking
              • Data collected in tracking
          • Reference
            • Unified Client for Konica Minolta application properties
            • Unified Client for Konica Minolta device properties
            • Unified Client for Konica Minolta actions reference
          • Debugging tips
            • DWS debug logs
            • Device debug logs
          • Troubleshooting the Unified Client for Konica Minolta
            • Error messages
        • Kofax Unified Client for Lexmark
          • Overview
            • Features
            • System requirements
          • Prepare to deploy the Unified Client for Lexmark
            • Equitrac configuration
              • Configure authentication prompts
              • Configure the Quick Shortcut buttons
              • DCE pinning
            • Output Manager configuration
              • Add a device
              • Set print preferences
            • AutoStore configuration
              • Scanning settings
            • Workflow configuration
              • Walk-up copy workflows and billing codes
            • Authentication configuration
              • Configure CAC for authentication
            • Card reader configuration
              • Configuring card self-registration
            • Device configuration
              • Enable HTTPS
              • Create a local device administrator
          • Deploy the Unified Client for Lexmark
            • Use DRS to configure and deploy the unified client
          • Using the Unified Client for Lexmark
            • Getting started
              • Log onto the Unified Client for Lexmark
                • Card self-registration
              • Change the language on the device
              • Launcher screen
              • Home button
              • Screen elements
              • Release All
              • Release Key
              • Billing codes
              • Log out
            • Printing
              • Follow-You Printing
              • Print Jobs Details
              • Print Settings
              • Print with Business Connect
            • Scanning
              • Create an AutoStore workflow
              • Scan settings
              • Scan a document
            • Job tracking
              • Data collected in tracking
          • Reference
            • Unified Client for Lexmark actions reference
            • Unified Client for Lexmark application properties
            • Unified Client for Lexmark device properties
          • Debugging tips
            • Download debugging logs
          • Troubleshooting
            • Error messages
        • Kofax Unified Client for Ricoh Deployments
          • Contents
          • Ricoh SOP Deployment Guide for AutoStore
            • Overview
              • Deployment steps
              • Requirements
              • Supported languages
            • Prepare for deployment
              • Verify that your device is supported
              • Verify prerequisites
              • Download installer packages
            • Install and configure the AutoStore server
              • Install AutoStore
              • Install ControlSuite for AutoStore
            • Set up a Ricoh MFP device
              • Configuring a Ricoh device in a unified client environment
              • Install and configure the TLS certificates
              • Ensure that previous applications are cleared
            • Device Registration Service
              • Use DRS to configure and deploy the unified client
                • Upgrade from Ricoh SOP 1.0 to 1.1
                • Uninstall the client using DRS
                • DRS authorization
            • Set up your first AutoStore Capture workflow
              • License AutoStore
              • Configure Scan to Folder
            • Device settings
              • Application properties
              • Device properties
                • Device status
              • Files tab
                • Application types
              • Actions reference
              • Return codes
              • Action status codes
              • Add a device profile
              • Import device information
            • Appendix: Additional configuration instructions
              • Troubleshooting
              • Device configuration for AuthOff
              • Configuring Common Access Card authentication solution
              • Configure SP Mode Settings
              • Change the TLS settings
              • DRS Authorization Key
              • Restart the device
          • Ricoh SOP Deployment Guide for AutoStore and Equitrac
            • Overview
              • Deployment steps
              • Requirements
              • Supported languages
            • Prepare for deployment
              • Verify that your device is supported
              • Verify prerequisites
              • Download installer packages
            • Quick start
              • Install and configure the AutoStore server
                • Install AutoStore
              • Install Equitrac
                • Install the Equitrac server
                  • Enable login for CAS offline mode through DCE caching
                • Install the Equitrac hotfixes
              • Install ControlSuite for AutoStore and Equitrac
              • Device Registration Service
                • Use DRS to configure and deploy the unified client
                  • Upgrade from Ricoh SOP 1.0 to 1.1
                  • Uninstall the client using DRS
                  • DRS authorization
              • Set up a Ricoh MFP device
                • Configuring a Ricoh device in a unified client environment
                • Install and configure the TLS certificates
                • Ensure that previous applications are cleared
              • Set up your first AutoStore Capture workflow
                • License AutoStore
                • Configure Scan to Folder
              • Set up your first print workflow
                • Use Follow-You Printing
            • Detailed process instructions
              • Configuring Equitrac to use with Unified Client for Ricoh Smart Operation Panel
                • Configure Equitrac
                  • Unified Client for Ricoh Smart Operation Panel features
                  • Installation and configuration
                    • Server-side configuration scenario
                    • Additional documentation for Equitrac 5.7
                    • Equitrac card readers
                    • Card reader setup
                    • USB Keyboards
                  • Server side configuration properties
                    • Server side configuration
              • Using Unified Client for Ricoh Smart Operation Panel
                • Elements of Unified Client for Ricoh Smart Operation Panel user interface
                • Typical user workflows
                  • Logging into Unified Client for Ricoh Smart Operation Panel
                    • If you have difficulty logging in
                  • Enter billing codes
                  • Follow-You Printing
                  • Scanning
                    • Terminology
                  • Prepare to scan
                    • Delivery formats
                  • Search using LDAP Email
                  • Logout
            • Device settings
              • Application properties
              • Device properties
                • Device status
              • Files Tab
                • Application types
              • Actions reference
              • Return codes
              • Action status codes
              • Add a new Device profile
              • Import device information
            • Appendix: Additional configuration instructions
              • Troubleshooting
              • Enable home key settings
              • Disable print from USB
              • Configuring Common Access Card Authentication Solution
              • Configure SP mode settings
              • Change the TLS settings
              • Set the paper type
              • System configuration settings
              • DCE pinning
              • DRS Authorization Key
              • Restart the device
          • Ricoh SOP Deployment Guide for AutoStore and Output Manager
            • Overview
              • AutoStore and Output Manager solution overview
                • Output Manager concepts
              • Deployment steps
              • Supported languages
            • Prepare for deployment
              • Verify that your device is supported
              • Verify prerequisites
              • Download installer packages
            • Quick start
              • Install and configure the AutoStore server
                • Install AutoStore
              • Install and configure Output Manager
              • Install ControlSuite for AutoStore and Output Manager
              • Device Registration Service
                • Use DRS to configure and deploy the unified client
                  • Upgrade from Ricoh SOP 1.0 to 1.1
                  • Uninstall the client using DRS
                  • DRS authorization
              • Set up a Ricoh MFP device
                • Configuring a Ricoh device in a unified client environment
                • Install and configure the TLS certificates
                • Ensure that previous applications are cleared
              • Typical user workflows
                • Typical usage
                  • Output Manager login
                    • Login settings
                    • User name and password entry
                    • Card swipe
                    • Manual ID entry
                  • Screen layout
                  • View Print jobs
                  • Logout
              • Set up your first AutoStore Capture workflow
                • License AutoStore
                • Configure Scan to Folder
              • Set up your first print workflow
                • Add sources
                • Add destinations
                • Manually route documents to a destination
            • Detailed process
              • Using Unified Client for Ricoh Smart Operation Panel
                • Elements of Unified Client for Ricoh Smart Operation Panel user interface
            • Device settings
              • Application properties
              • Device properties
                • Device status
              • Files tab
                • Application types
              • Actions reference
              • Return codes
              • Action status codes
              • Add a new device profile
              • Import device information
            • Appendix: Additional configuration instructions
              • Troubleshooting
              • Enable home key settings
              • Disable print from USB
              • Configuring Common Access Card Authentication Solution
              • Configure SP Mode Settings
              • Change the TLS settings
              • Set the paper type
              • Restart the device
          • Ricoh SOP Deployment Guide for Output Manager
            • Overview
              • Output Manager solution overview
                • Output Manager concepts
              • Deployment steps
              • Supported languages
            • Prepare for deployment
              • Verify that your device is supported
              • Verify prerequisites
              • Download installer packages
            • Install and configure Output Manager
              • Install ControlSuite for Output Manager
            • Device Registration Service
              • Use DRS to configure and deploy the unified client
                • Upgrade from Ricoh SOP 1.0 to 1.1
                • Uninstall the client using DRS
                • DRS authorization
            • Set up a Ricoh MFP device
              • Configuring a Ricoh device in a unified client environment
              • Install and configure the TLS certificates
              • Ensure that previous applications are cleared
            • Typical user workflows
              • Typical usage
                • Output Manager login
                  • Login settings
                  • User name and password entry
                  • Card swipe
                  • Manual ID entry
                • Screen layout
                • View Print jobs
                • Logout
            • Set up your first print workflow
              • Add sources
              • Add destinations
              • Manually route documents to a destination
            • Detailed process
              • Using Unified Client for Ricoh Smart Operation Panel
                • Elements of Unified Client for Ricoh Smart Operation Panel user interface
            • Device settings
              • Application properties
              • Device properties
                • Device status
              • Files tab
                • Application types
              • Actions reference
              • Return codes
              • Action status codes
              • Add a new Device profile
              • Import device information
            • Appendix: Additional configuration instructions
              • Troubleshooting
              • Enable home key settings
              • Disable print from USB
              • Configuring the Common Access Card Authentication solution
              • Configure SP Mode Settings
              • Change the TLS settings
              • Set the paper type
              • DRS Authorization Key
              • Restart the device
          • Ricoh PCC Deployment Guide for Equitrac
            • Overview
              • Equitrac solution overview
              • Deployment steps
              • System requirements
              • Supported languages
            • Prepare for deployment
              • Verify that your device is supported
              • Verify prerequisites
              • Download installer packages
            • Quick start
              • Install Equitrac
                • Install the Equitrac server
                  • Enable login for CAS offline mode through DCE caching
                • Install the Equitrac hotfixes
              • Install ControlSuite for Equitrac
              • Set up the Equitrac Embedded for Ricoh PCC SFP or MFP
                • Configuring a Ricoh device in a unified client environment
                • Install and configure the TLS certificates
                • Ensure that previous applications are cleared
              • Device Registration Service
                • Use DRS to configure and deploy the unified client
                  • Upgrade from Ricoh PCC 5.0 to 5.1
                  • Uninstall the client using DRS
                  • DRS authorization
              • Set up your first print workflow
                • Use Follow-You Printing
            • Process instructions
              • Configuring Equitrac to use with Ricoh PCC
                • Configure Equitrac
                  • Ricoh PCC features
                  • Installation and configuration
                    • Server-side configuration scenario
                    • Additional documentation for Equitrac 5.7
                    • Equitrac card readers
                    • Card reader setup
                    • USB keyboards
                  • Server side configuration properties
                    • Server side configuration
              • Using Ricoh PCC
                • Elements of Ricoh PCC user interface
                • Typical user workflows
                  • If you have difficulty logging in
                  • Enter billing codes
                  • Follow-You Printing
                  • Scanning
                    • Terminology
                  • Prepare to scan
                    • Delivery formats
                  • Search using LDAP Email
                  • Logout
            • Device settings
              • Application properties
              • Device properties
                • Device status
              • Files tab
                • Application types
              • Actions reference
                • Error codes
              • Return codes
              • Action status codes
              • Add a new Device profile
              • Import device information
            • Appendix: Additional configuration instructions
              • Troubleshooting
              • Enable home key settings
              • Enable the billing code prompt
              • Disable print from USB
              • Configuring common access card authentication solution
              • Configure SP Mode settings
              • Change the TLS settings
              • Set the paper type
              • DCE pinning
              • DRS Authorization Key
              • System configuration settings
              • Restart the device
              • Supporting a mixed fleet environment
          • Ricoh PCC Deployment Guide for Equitrac and AutoStore
            • Overview
              • AutoStore and Equitrac solution overview
              • Deployment steps
              • Requirements
              • Supported languages
            • Prepare for deployment
              • Verify that your device is supported
              • Verify prerequisites
              • Download installer packages
            • Quick start
              • Install and configure the AutoStore server
                • Install AutoStore
              • Install Equitrac
                • Install the Equitrac server
                  • Enable login for CAS offline mode through DCE caching
                • Install the Equitrac hotfixes
              • Install ControlSuite for Equitrac and AutoStore
              • Configure Device Registration Service
                • Use DRS to configure and deploy the unified client
                  • Upgrade from Ricoh PCC 5.0 to 5.1
                  • Uninstall the client using DRS
                  • DRS authorization
              • Set up a Ricoh PCC MFP
                • Configuring a Ricoh device in a unified client environment
                • Install and configure the TLS certificates
                • Ensure that previous applications are cleared
              • Set up your first AutoStore Capture workflow
                • License AutoStore
                • Configure Scan to Folder
              • Set up your first print workflow
                • Use Follow-You Printing
            • Process instructions
              • Configuring Equitrac to use with Ricoh PCC
                • Configure Equitrac
                  • Ricoh PCC features
                  • Installation and configuration
                    • Server-side configuration scenario
                    • Equitrac card readers
                    • Card reader setup
                    • USB keyboards
                  • Server side configuration
              • Using Ricoh PCC
                • Elements of Ricoh PCC user interface
                • Typical user workflows
                  • If you have difficulty logging in
                  • Enter billing codes
                  • Follow-You Printing
                  • Scanning
                    • Terminology
                  • Prepare to scan
                    • Delivery formats
                  • Search using LDAP Email
                  • Logout
            • Device settings
              • Application properties
              • Device properties
                • Device status
              • Files tab
                • Application types
              • Actions reference
              • Return codes
              • Action status codes
              • Add a new device profile
              • Import device information
            • Appendix: Additional configuration instructions
              • Troubleshooting
              • Enable home key settings
              • Disable print from USB
              • Configuring Common Access Card Authentication Solution
              • Configure SP Mode settings
              • Change the TLS settings
              • Set the paper type
              • DCE pinning
              • DRS Authorization Key
              • System configuration settings
              • Restart the device
              • Supporting a mixed fleet environment
        • Kofax Unified Client for Samsung Smart UX
          • Overview
          • Checklist: Implementation
          • Requirements
          • Configuring the Unified Client for Samsung Smart UX
            • Configure AutoStore
              • AutoStore Features
              • AutoStore server-side configuration
              • Additional documentation for AutoStore
              • AutoStore Smart UX component licensing
            • Configure Equitrac
              • Equitrac Features
              • Installation and Configuration
                • Prerequisites: Before You Install
                • Equitrac server-side configuration
                • Additional documentation for Equitrac
                • Equitrac Card Readers
                • Card reader setup
                • USB Keyboards
            • Server Side Configuration
              • Licensing Unified Client for Samsung Smart UX
                • If the License is Invalid
                • If the Serial Number is Denied
              • Add a Printer on a TCP/IP Printer Port
              • Server-Side Configuration
              • Configuring Unified Client for Samsung Smart UX Embedded Devices
              • Automatically Creating Embedded Devices
              • Manually Configuring Embedded Devices
              • Licensing the device
              • Enabling the Guest user
                • Guest user setup
              • Configuring Workflows
              • Tracking Jobs Originating at the Device
              • Setting timeouts
              • Configuring Card Self-Registration
              • Enabling Secure Printing
                • Secure Printing on the Physical Device
                • Enabling Secure Printing on the Embedded Device
              • Configuring Follow-You Printing
              • Configuring Capture and Send
                • Scan-to-Me
                • Configure the Mail Server
                • Enforcing Color Quotas
                • Enabling the Billing Code Prompt
              • Operation Through DCE Caching
              • Configuring Account and Session Display
              • Configuring Available MFP Functions
              • Elements of Unified Client for Samsung Smart UX User Interface
              • Samsung Smart UX Workflow and Workflow Container Settings for the device
              • Multi-Language Support
          • Using the Unified Client for Samsung Smart UX
            • Typical User Workflows
              • Logging Into Unified Client for Samsung Smart UX
                • If you have difficulty logging in
              • Entering Billing Codes
              • Using Follow-You Printing
              • Scanning
                • Terminology
              • Prepare to scan
              • Using LDAP Email Search
          • Reference
            • Application properties
            • Device properties
              • Device Status
            • Files tab
            • Actions reference
            • Return codes
            • Action Status codes
            • Quick Start
              • Quick Setup Process for AutoStore
              • Quick Setup Process for Equitrac
              • Quick Setup Process for AutoStore and Equitrac
        • Kofax Unified Client for Toshiba
          • Overview
          • AutoStore solution overview
            • Basic workflow
            • Preparing for deployment
              • Verify that your device is supported
              • Verify prerequisites
              • Download installer packages
            • Installing the Unified Client for Toshiba
              • Install the AutoStore server
                • License AutoStore
              • Installing ControlSuite
              • Install DWS standalone
              • Set up the Toshiba MFP
                • Configure the Toshiba MFP in a Kofax Unified Client environment
                • Install SSL/TLS root certificate
                • Import or create the Device Certificate on the Toshiba device
                • Ensure SSL/TLS is enabled for ODCA on the Toshiba device
                • Clear previous applications
              • Install DRS and upload the client package
            • Configuring the Unified Client for Toshiba
              • Set up your first capture workflow
                • Configure Send to Folder
          • Equitrac solution overview
            • Basic workflow
            • Preparing for deployment
              • Verify that your device is supported
              • Verify prerequisites
              • Download installer packages
            • Installing the Unified Client for Toshiba
              • Installing Equitrac
                • Install the Equitrac server
                • Install the Equitrac hotfixes
              • Installing ControlSuite
              • Set up the Toshiba MFP
                • Configure the Toshiba MFP in a Kofax Unified Client environment
                • Install SSL/TLS root certificate
                • Import or create the Device Certificate on the Toshiba device
                • Ensure SSL/TLS is enabled for ODCA on the Toshiba device
                • Clear previous applications
              • Install DRS and upload the client package
            • Configuring the Unified Client for Toshiba
              • Set up your first print workflow
                • Configure Follow-You printing
                  • I-Queue printing
                • Use Follow-You Printing
          • AutoStore and Equitrac solution overview
            • Basic workflow
            • Preparing for deployment
              • Verify that your device is supported
              • Verify prerequisites
              • Download installer packages
            • Installing the Unified Client for Toshiba
              • Install the AutoStore server
                • License AutoStore
              • Installing Equitrac
                • Install the Equitrac server
                • Install the Equitrac hotfixes
              • Installing ControlSuite
              • Set up the Toshiba MFP
                • Configure the Toshiba MFP in a Kofax Unified Client environment
                • Install SSL/TLS root certificate
                • Import or create the Device Certificate on the Toshiba device
                • Ensure SSL/TLS is enabled for ODCA on the Toshiba device
                • Clear previous applications
              • Install DRS and upload the client package
            • Configuring the Unified Client for Toshiba
              • Set up your first capture workflow
                • Configure Send to Folder
              • Set up your first print workflow
                • Configure Follow-You printing
                  • I-Queue printing
                • Use Follow-You Printing
          • Reference
            • Device properties
            • Actions reference
            • Application properties
        • Kofax Unified Client for Xerox
          • Overview
          • System requirements
          • Prepare for deployment of Unified Client for Xerox
            • Equitrac configuration
              • Configuring authentication prompts
            • Output Manager configuration
              • Set print preferences
            • AutoStore configuration
              • Scanning settings in AutoStore
                • Scan settings constraints
              • Dynamic form support
              • Migrate workflows
            • Workflow configuration
              • Centralized and decentralized workflows
              • Walk-up copy workflows and billing codes
            • Authentication configuration
              • Xerox component RRTs
              • Credential caching
            • Timeout configuration
            • DWS configuration
              • Failover support
              • DWS configuration for TLS
              • Certificate management
                • DWS certificate management
                • Server certificate management
                • Device certificate management
              • Export the root self-signed certificate from DWS
            • Device configuration
              • AltaLink configuration
              • PrimeLink configuration
              • VersaLink properties
              • Dual stack limitations
            • Card reader configuration
              • Card reader licensing
              • Adding card reader support
              • Adding Smart Card Support
              • Configuring card reader authentication
              • Configuring card self-registration
          • Deploy Unified Client for Xerox
            • Overview of the deployment process
            • DRS setup and device registration
            • Unregister Unified Client for Xerox from the device
            • Set language of client
            • Create a first workflow
          • Using Unified Client for Xerox
            • Getting started with the Unified Client for Xerox
              • Logging on
                • Card self-registration
              • Billing codes
              • Launcher screen
              • Release key
              • Device Home button
              • Screen elements
              • Logging off
            • Printing features
              • Print job management
                • Follow-You Printing screen
                • Print Jobs Details screen
                • Print Settings screen
              • Printing with Kofax Business Connect
              • Reconcile print transactions
            • Scanning features
              • Scan documents
                • Scan form fields
              • Scan Settings screen
            • Job tracking
              • Data collected in tracking
          • Reference
            • Unified Client for Xerox application properties
            • Unified Client for Xerox device properties
            • Unified Client for Xerox Actions reference
          • Debugging tips
            • DWS debug logs
            • Device debug logs
          • Troubleshooting the Unified Client for Xerox
            • Error messages
    • Combined Clients
      • Combined Clients Overview
        • Combined Client for Konica Minolta
          • Overview
          • Implementation checklist
          • Requirements
          • ControlSuite deployment
            • Install ControlSuite for AutoStore
            • Install ControlSuite for Equitrac
            • Install ControlSuite for Output Manager
            • Install ControlSuite for Equitrac and AutoStore
            • Install ControlSuite for AutoStore and Output Manager
          • Prepare the MFP to run the Kofax Combined Client for Konica Minolta
            • Configure Konica Minolta OpenAPI
            • Configure MFP Auto Reset Settings
            • Configure MFP for print release
            • Configuring a device to use the authentication application
              • Configure a device to use SSL for Web Services (OpenAPI)
              • Configure WebDAV to use SSL
              • Configure TCP Socket Setting to use SSL/TLS
              • Enable Web Browser
              • Check Authentication
            • Certificate validation
          • Configuring the Kofax Combined Client for Konica Minolta
            • Configure Equitrac
              • Server side configuration
              • Configuring secure printing
              • Configuring an embedded device
              • Configuring Authentication Prompts
              • Configure printer driver
                • Configure device print tracking
                • Configure user authentication
                • Configure print authentication at the MFP
              • Configuring card self-registration
              • Configuring billing codes
                • Configuring a default billing code
              • Enforcing color quotas
              • Receiving print error messages
              • Equitrac only deployment configuration
              • Copy Stop
            • Configure Output Manager
              • Output Manager authentication
                • Card reader authentication with Output Manager
                • Output Manager touchscreen authentication
              • How to configure client web server
              • Configure Output Manager devices
                • Configure device for accounting
                • Configure device for access control
                • Configure device for print preferences
                • Configure login methods
                • Configure billing accounts
                • Configure copy quota for users
                • Configure a destination
              • Accounting
              • Output Manager only deployment
            • Configure AutoStore
              • AutoStore authentication
              • AutoStore only deployment
          • Using the Kofax Combined Client for Konica Minolta
            • Combined Client for Konica Minolta login
              • Output Manager login
              • AutoStore login
              • Equitrac login
            • Switch between capture and print
            • Manage print jobs
            • Configure print settings
            • View Print Manager job information
            • Start an AutoStore workflow
          • Reference
            • Application settings
            • Device settings
            • Actions reference
            • Return codes
          • Restrictions and Limitations
          • Troubleshooting
        • Combined Client for Ricoh
          • Overview
          • Checklist: Implementation
          • Requirements
          • Configuring the Kofax Combined Client for Ricoh
            • Configure Output Manager
              • Configure the SSL port
              • Configure Output Manager devices
              • Configure device for accounting
              • Configure device for access control
              • Configure device for print preferences
              • Configure login methods
              • Configure billing accounts
              • Configure copy quota for users
              • Accounting
              • Enable quota management
            • Configure AutoStore
            • Configure Equitrac
              • Server side configuration
              • Configuring Secure Printing
              • Configuring an embedded device
              • Configuring Authentication Prompts
              • Configuring card self-registration
              • Configuring billing codes
                • Configuring a default billing code
              • Enforcing color quotas
              • Receiving print error messages
            • Configure Combined Client for Ricoh device properties
              • Upload the Ricoh Combined Client Xlets to the server
              • Install the Combined Client for Ricoh
              • Modify the Ricoh Xlet
              • Install the SSO Xlet
              • Configure authentication on a device
              • Configure a device for external authentication
                • Turn off internal authentication
                • Turn on enhanced external charge unit management
                • Configure user access to device functions
                • Activate access control for internal authentication
              • Configure a device for internal authentication
                • Configure LDAP and user authentication at a device
                • Configure LDAP and user authentication
                • Internal authentication and Address Book
              • Configure authentication settings in Output Manager
                • Configure SNMPv3 settings
            • Single sign-on integration
              • Single sign-on integration
              • Single sign-on under internal authentication
              • Single sign-on under AAA
              • Single sign-on under CAP
          • Using the Kofax Combined Client for Ricoh
            • Combined Client for Ricoh login
              • Output Manager login
                • Login settings
                • User name and password entry
                • Card swipe
                • Manual ID entry
              • AutoStore login
              • Equitrac login
            • Screen layout
            • Configuration on the device
              • Print settings
              • Job information
              • Billing accounts
            • View Print jobs
            • View Job information
            • Logout
          • Reference
            • Application properties
            • Device parameters
            • Files tab
            • Ricoh authentication modes
            • DRS Action properties
            • Actions reference
            • Import guidelines
            • Ricoh ESA return codes
          • Restrictions and limitations
          • Troubleshooting the Kofax Combined Client for Ricoh
        • Xerox EIP Connect
          • Overview
          • Device Setup and Configuration Prerequisites
          • Supported devices
          • Using the Xerox EIP Connect component
            • Configuring the Xerox EIP Connect Capture component
              • Configure Preferences settings
              • Enabling authentication for the component
              • Restrict access using Xerox Secure Access
            • Managing groups
              • Add a group
              • Edit a group
              • Remove a group
              • Enabling group level authentication
            • Adding a menu
              • Restrict access to a menu
            • Adding and editing forms
              • Adding a form
              • Edit a form
              • Restrict access to a form
              • Enable a dynamic form
              • Add fields to a form
              • Save a form as a template
              • Create a form from a template
          • Xerox EIP Connect settings
            • Groups tab
              • Group Settings dialog box
              • Menu Properties dialog box
              • Forms
                • Basic form
                  • Checkbox field options
                  • Date field options
                    • Date
                  • List field options
                  • Lookup List field options
                    • General SQL syntax
                  • Numeric field options
                  • Text field options
                  • Tree field options
                    • Add/Edit Tree Item dialog box
                • Send to DocuShare form
                • Send to Email form
                • Send to Folder form
                • Send to SharePoint form
                • Save Form as Template dialog box
            • Preferences tab
              • Advanced Server Settings dialog box
              • New Self Signed Certificate dialog box
            • Authentication tab
              • Authentication Prompts dialog box
              • LDAP Lookup Settings dialog box
            • Device Registration tab
          • Component RRTs
          • Troubleshooting tips
          • Restrictions and limitations
    • AutoStore Standalone Clients
      • AutoStore Clients Overview
        • Fuji Xerox AIP
          • Overview
          • Prerequisites: Device setup and configuration
          • Supported devices
          • Using the Fuji Xerox AIP component
            • Configuring the Fuji Xerox AIP capture component
              • Configure Preferences settings
              • Register devices
              • Enable authentication for the component
              • Restrict access using the Fuji Xerox Authentication Agent
            • Managing groups
              • Add a group
              • Edit a group
              • Remove a group
              • Enable group-level authentication
            • Add a menu
              • Restrict access to a menu
            • Adding and Editing Forms
              • Add a form
              • Edit a form
              • Restrict access to a form
              • Enable a dynamic form
              • Add fields to a form
              • Save a form as a template
              • Create a form from a template
          • Configuration reference
            • Groups tab
              • Group Settings dialog box
              • Menu Properties dialog box
              • Forms
                • Basic form
                  • Checkbox field options
                  • Date field options
                    • Date formats
                  • List field options
                  • Lookup List field options
                    • General SQL syntax
                  • Numeric field options
                  • Text field options
                  • Tree field options
                    • Add/Edit Tree Item dialog box
                • Send to DocuShare form options
                • Send to Email form
                • Send to Folder form options
                • Send to SharePoint form options
                • Save Form as Template dialog box
            • Preferences tab
              • Advanced Server Settings dialog box
              • New Self Signed Certificate dialog box
            • Authentication tab
              • Authentication Prompts dialog box
              • LDAP Lookup Settings dialog box
            • Device Registration tab
              • Add/Edit Device Group dialog box
              • Add/Edit Device dialog box
            • Fuji Xerox AIP component RRTs
          • Restrictions and limitations
          • Troubleshooting Tips
        • HP OXPd
          • Overview
            • Supported devices
            • Firmware requirements
          • Using the HP OXPd component
            • Use the HP OXPd component
            • Hosting the component in IIS
              • Configuring roles and features
              • Verifying the ASP.NET 4.0 configuration
              • Configuring access to the application pool identity
              • Creating the IIS web application
              • Enabling authentication
              • Validating the IIS web application
              • Disabling the component web server
              • Configuring the component for IIS
            • Enabling HP OXPd 1.6 on Oz devices
          • Configuring the HP OXPd component
            • General tab
              • Group options
              • Application options
              • Menu options
              • Form options
                • Label Field Options
                • List Field Options
                • Numeric Field Options
                • Text Field Options
              • Shared form options
            • Preferences tab
            • Device Manager options
              • Configure language settings for an HP OXPd device
            • Manage certificates
            • RRT Format tab
            • Authentication tab
              • Using SSL with Active Directory Application Mode
                • Obtaining a Certificate on a Windows 2003 Server
                • Using the Certificate with the ADAM Service
                • Verifying that SSL is Working with ADAM
            • HP OXPd component RRTs
          • Deploying top-level buttons to MFP devices
            • Deploy top-level buttons with Device Manager
            • Deploy top-level buttons with HP Web Jetadmin
          • Troubleshooting tips
        • Kyocera MFP (HyPAS)
          • Overview
          • Using the Kyocera MFP (HyPAS) component
          • Kyocera MFP (HyPAS) Component configuration
            • Groups tab
              • Groups
              • Menus
              • Forms
                • Basic form
                  • PDF Encryption Settings dialog box
                • Send to Folder form
                • Email form
                • Send to SharePoint form
                • Form templates
                • Field types
                  • Checkbox field options
                  • Date/time field options
                  • List field options
                  • Numeric field options
                  • Text field options
                  • Tree field options
            • Preferences tab
            • Authentication tab
              • LDAP Lookup Settings dialog box
            • Kyocera MFP (HyPAS) component RRTs
            • Setting the component log level
          • Device setup and configuration
            • Install the KYOcapture MFP application
            • License the KYOcapture application
            • Configure the KYOcapture application for the first time
            • Change a configuration
            • Scan a document from a device
          • Supported devices
        • Lexmark MFP
          • Overview
          • Getting started
            • Supported devices
            • Device Deployment Utility tool
            • Installing and configuring the Lexmark Client software
              • Install the Lexmark client software
              • Configure the Lexmark client to use the AutoStore server
                • Determine the host name or IP address of the AutoStore server
              • Assign a solution ID to the AutoStore client (eSF 1.2-eSF 4.0)
              • Configure authentication on the Lexmark MFP (eSF 2.0-eSF 4.0)
              • Configure authorization on the Lexmark MFP (eSF 6.0)
              • Test the AutoStore client with the Lexmark MFP device
              • Export settings configuration files
          • AutoStore settings for the Lexmark MFP
            • General tab
              • Group Settings dialog box
              • Menu Settings dialog box
              • Form Settings dialog box
                • General tab
                • Fields tab
                  • Text Field Properties dialog box
                  • Integer Field Properties dialog box
                  • Numeric Field Properties dialog box
                  • List Field Property dialog box
                  • Tree Field Properties dialog box
                • Components tab
                • Appearance tab
              • Form List dialog box
            • Preferences tab
            • RRT's Format tab
              • Custom date-time format strings
            • Authentication (2.0, 3.0, 4.0, and 6.0) tab
              • Obtain an SSL certificate
              • LDAP Lookup Settings dialog box
          • Lexmark MFP component RRTs
    • Equitrac Standalone Clients
      • Equitrac Clients Overview
        • Embedded Client for Canon MEAP
          • Overview
            • Supported MFPs
            • USB Availability
            • Installation Overview
          • Pre-installation
            • Additional Documentation
            • Prerequisites
            • Pre-Installation Workflow
            • Planning the Deployment
            • Licensing the Embedded Application
            • Downloading the Embedded Application
          • Embedded Application Installation
            • Machine status during installation
            • Installing the Embedded Application
            • Verifying the Installation
            • Uninstalling an Existing Installation
          • Server-Side Configuration
            • Configuring the Embedded Device
            • Configure Embedded Device Settings
            • Configuring Authentication Prompts
            • Configuring Card Self-Registration
            • Configuring Follow-You Printing
            • Enabling Release Keys
          • User Workflows
            • Using the Card Reader
              • Logging in with a Magnetic Stripe Card
              • Logging in with a Proximity Card
              • Logging with Campus Card
              • Card Reader Status Messages
            • Registering Swipe Cards
            • Using the MFP Device
            • Using Follow-You Printing
              • Setting Print Options
              • Setting Temporary Default Print Options
            • Using Multi-Server Follow-You Printing
            • Accessing the Device Functions
          • Administrator Reference Material
            • Canon System Manager
            • Offline Mode and the Administrator
            • Administrator Tracking and Validation
            • Normal Users and Departmental Management
            • Transactions, Power Failure and Offline
            • Behavioral Changes
            • Configure the Equitrac Application
          • Log Files
            • Obtaining Equitrac Embedded Installer Log Files
            • Obtaining Device Application Logs from the Server
            • Obtaining Device Application Logs from the Device
          • Troubleshooting
          • Glossary
        • Embedded Client for Fuji Xerox ECSP
          • Overview
            • About user authentication
            • Xerox ECSP Features
            • Installation and configuration requirements
            • Server and MFP requirements
            • System requirements
            • Supported MFPs
              • Magstripe device reader
              • Proximity cards
            • List of terms
          • MFP configuration
            • ApeosPort multifunction devices
            • Lock the device services
            • Configure MFP properties
          • Server-side configuration
            • Configure secure printing
            • Configure authentication prompts
              • Set Fuji Xerox API authentication prompts
            • Enable release keys
            • Configure card self-registration
            • Configure billing code popup behavior
              • Configure a default billing code
            • Configure embedded devices
              • Configure eCopy embedded client
            • Configure workflows
            • Print tracking configuration
              • Track printing through printer ports
              • Track printing using Fuji Xerox Network Accounting
              • Disable Equitrac print tracking
              • Track color copies and prints using Xerox tiered billing
                • Enforce color quotas
                • Enable escrow for print and copy
                • Print error messages
                • Reconcile print transactions
            • Configure SNMP communication
            • Add a customized logo
          • Equitrac USB Card Reader plugin
            • Install Equitrac USB Card Reader plugin
            • Configure Equitrac USB Card Reader plugin
          • User workflows
            • Authenticate with a magnetic stripe card
            • Authenticate with a proximity card
            • Card Reader status messages
            • Set up EPA card readers
            • Set up USB card readers
            • Logging in to a user session
              • Equitrac Server authentication
            • Selecting functions
            • Using Follow-You Printing
            • Scanning
              • Terminology
              • Workflow overview
              • Scan workflows
              • Use LDAP email search
              • Adjust the scan settings
              • Delivery formats
            • Scan image orientation
        • Embedded Client for Fuji Xerox EIP
          • Overview
            • About user authentication
            • About Secure Document Release
            • Supported MFPs and card readers
              • Magstripe device reader
              • Proximity cards
            • System requirements
            • Installation and configuration requirements
            • List of terms
          • Server and MFP configuration
            • Create and configure embedded devices
            • Configuring print tracking
              • Track printing through Equitrac ports
              • Track printing through the MFP Accounting log
              • Set the authentication prompts
            • Configure Follow-You Printing
            • Configure authentication prompts
            • Configure card self-registration
            • Enable release key prompt
            • Configure billing code popup behavior
            • Enable Release All
            • Add Follow-You Printing to the Service screen for ApeosPort-I, II, and III devices
            • Add Follow-You Printing to the Service screen for ApeosPort-IV devices
            • Add Release All to the MFP Service screen
            • Enable the Billing Code application
              • Enable soft Logout for Billing Code application
            • Configure SDR through a web interface
              • Configure ApeosPort-I, II, and III devices
              • Configure ApeosPort-IV devices
          • User workflows
            • Authenticate with a magnetic stripe card
            • Authenticating with a proximity or smart card
            • Card reader status messages
            • Set a realm after restarting a device
            • Register swipe cards
            • Billing codes and job release
            • Using Follow-You Printing
              • Use Follow-You Printing with ApeosPort-I, II and III devices
              • Use Follow-You Printing with ApeosPort-IV devices
            • Use Release All
            • Copy enforcement and configuration
              • Color quota enforcement
        • Embedded Client for HP OXP
          • Overview
            • Requirements
            • Supported MFPs and Card Readers
            • List of Terms
          • Installation
            • Prerequisites: Before You Install
            • Installation Workflow
            • Download the Equitrac Embedded Software
              • Equitrac Partners
              • Equitrac Customers
            • Download the HP Web Jetadmin Software
            • Configuring Administrator Credentials
            • Configuring HTTP Settings
              • Remove URL Registration
            • Configuring Device Access Control
            • Installing the Embedded Solution
              • Single Device Install
              • Bulk Device Install Using Web Jetadmin
              • Installing the Embedded HP OXP Solution
              • Confirming the Installation
            • Uninstalling the Embedded Solution
          • Server-Side Configuration
            • Configuring Embedded Devices
              • Automatically Create Embedded Devices
              • Manually Configure Embedded Devices
              • Configuring Follow-You Printing
              • Configuring Authentication Prompts
              • Configuring Card Self-Registration
          • User Workflows
            • Logging in with a Magnetic Stripe Card
            • Logging in with a Proximity Card
            • Card Reader Status Messages
        • Embedded Client for Kyocera
          • Overview
            • About user authentication
            • About Secure Document Release
            • Supported MFPs and card readers
              • Magstripe device reader
              • Proximity cards
            • System requirements
            • Installation and configuration requirements
            • List of terms
          • Server and MFP configuration
            • Install the embedded application
            • Create and configure embedded devices
              • Automatically create embedded devices
              • Manually configure embedded devices
            • Configure authentication prompts
            • Configure card self-registration
            • Configure billing code popup behavior
            • Enable release key prompt
            • Configure Follow-You Printing
            • Copy enforcement and configuration
              • Color quota enforcement
            • Configure the MFP through a web interface
            • Add Kyocera controller
          • User workflows
            • Authenticate with a magnetic stripe card
            • Authenticating with a proximity or smart card
            • Card reader status messages
            • Register swipe cards
            • Billing codes and job release
            • Use Follow-You Printing with Kyocera devices
        • Embedded Client for Lexmark
          • Overview
            • Supported MFPs
            • Single Sign-on with AutoStore
            • Installation Overview
              • Scope
              • Device Deployment Utility Tool
              • Strategy
          • Pre-installation
            • Additional Documentation
            • Prerequisites
            • Pre-Installation Workflow
              • Planning the deployment
            • Downloading the Embedded Application
          • Server-Side Configuration
            • Configuring the Embedded Device
              • Configure Embedded Device Settings
            • Configuring Follow-You Printing
              • Enabling Release Keys
            • Configuring Authentication Prompts
            • Configuring Card Self-Registration
          • Embedded Application Installation
            • Export Security Templates (eSF 2.x-eSF 4.x devices)
            • Installation Overview
              • Installation with Equitrac Only
              • Installation with Equitrac and AutoStore
            • Update configured MFP devices
            • Machine status during installation
            • Verifying the installation
          • User Workflows
            • Using the Card Reader
              • Logging in with a Magnetic Stripe Card
              • Logging in with a Proximity Card
              • Logging with Campus Card
              • Card Reader Status Messages
            • Registering Swipe Cards
            • Using the MFP Device
            • Using Follow-You Printing
            • Printing from the USB Port
            • Change the MFP Logout Timer
          • Administrator Reference Material
            • Security
            • Offline Mode and the Administrator
            • Administrator Tracking and Validation
              • Workflows
                • Authentication
                • Function Select
                • Billing Code (tracked workflows only)
                • Function Execute
            • Transactions, Power Failure and Offline
              • Transaction Blockage
              • USB Card Reader Support
            • Configure the Equitrac Application
            • Additional Group Permissions (eSF 6.x devices)
            • Manually Adding Security Templates
            • Administration Security
          • Log Files
            • Obtaining Lexmark Embedded Solution Diagnostic Logs from the Device
              • Enabling and Disabling Lexmark Embedded Solution Diagnostic Logging
              • Capturing Lexmark Embedded Solution Diagnostic Logs
            • Obtaining Device Application Logs from the Device
              • Computer Setup and Installation
              • Login Configuration Web Page
              • Running the Console
          • Troubleshooting
            • Device Configuration
            • Slow Device Response or Local Mode Switching
            • Embedded Device Not Associated with Physical Device in Web System Manager
            • Incorrect IP Address Displayed
            • Eco-Mode Defeats Print Settings for Duplexing
            • PictBridge Printing
            • Transactions
            • USB Card Readers do Not Operate when the Device Wakes
            • Scan Center – Send me a Copy Option Does Not Show Email Address
            • Scan tracking and Follow-You Printing
          • Appendix A: Uninstallation
          • Appendix B: Third-party software licenses
          • Glossary
        • Embedded Client for Sharp-OSA
          • Overview
            • Requirements
            • Supported MFPs and Card Readers
            • List of Terms
          • MFP and Server Configuration
            • Configuring the Application on the Server
            • Creating and Configuring Embedded Devices
            • Automatically Create Embedded Devices
            • Manually Configure Embedded Devices
            • Configuring a Specific Device
              • Billing code behavior
            • Configuring Print Tracking
              • Print Tracking Through Equitrac Ports
              • Print Tracking Through the MFP Accounting Log
            • Configuring Follow-You Printing
            • Enabling Release Keys
            • Configuring Authentication Prompts
            • Configuring Card Self-Registration
            • Preparing to Configure Sharp MFPs
            • Preparing to Configure the Embedded Application via a Web Interface
            • Configuring the Application on Sharp OSA3.5 and OSA4 MFPs
              • Configure the Follow-You Printing Application
          • User Workflows
            • Using Sharp OSA3.5 and OSA4 MFPs
            • Using Follow-You Printing on OSA3.5 and OSA4 MFPs
        • Embedded Client for Xerox ECSP
          • Overview
            • About user authentication
            • Xerox ECSP features
            • Installation and configuration requirements
              • Server and MFP requirements
            • System requirements
            • Supported MFPs
              • Magstripe device reader
              • Proximity Cards
            • List of terms
          • MFP configuration
            • Configure MFP properties
            • Configure the AltaLink series
            • Configure the PrimeLink series
            • Configure the VersaLink series
            • Configure the WorkCentre 4265
            • WorkCentre 57xx series
              • Locate Custom Services
              • Configure on the MFP console
              • Configure from the Internet Services Interface
            • WorkCentre 75xx series
              • Locate Custom Services
              • Configure on the MFP console
              • Configure from the Internet Services Interface
              • Set the default landing page
            • ConnectKey enabled MFPs
              • Locate Custom Services
              • Configure on the MFP console
              • Configure from the Internet Services Interface
              • Set the default landing page
          • ColorQube 92xx series
            • Locate Custom Services
            • Configure on the MFP console
            • Configure from the Internet Services Interface
          • Server-side configuration
            • Configure secure printing
            • Configure authentication prompts
              • Set Xerox Convenience Authentication prompts
              • Enable release keys
            • Configure card self-registration
            • Configure billing code popup behavior
            • Configure embedded devices
            • Configure workflows
            • Print tracking configuration
              • Track print through printer ports
              • Track print using Xerox Network Accounting
              • Disable Equitrac print tracking
              • Track color prints or copies using Xerox tiered billing
              • Enable escrow for print and copy
              • Receive print error messages
              • Reconcile print transactions
            • Add Workflows to the Xerox All Services screen
            • Configure SNMP Communication
            • Add a customized logo
          • User workflows
            • Authenticate with a magnetic stripe card
            • Authenticate with a proximity card
            • Card reader status messages
            • Logging in to a user session
              • Authenticate through the Equitrac Server
            • Selecting functions
            • Using Follow-You Printing
            • Scanning
              • Terminology
              • Scan workflow overview
              • Scan workflows
              • Use LDAP Email Search
              • Adjusting the Scan Settings
              • Delivery formats
            • Scan image orientation
        • Embedded Client for Xerox EIP
          • Overview
            • About user authentication
            • About secure document release
            • Installation and configuration requirements
            • System requirements
            • Supported MFPs
              • Magstripe device reader
              • Proximity cards
            • List of terms
          • MFP configuration
            • Configure MFP properties
            • Configure the WorkCentre 3315 and 3325 series
            • Configure WorkCentre 3615 and 6605
            • Configure WorkCentre 4265
            • Configure WorkCentre 52xx, 7232/7242, 73xx, and 74xx series
            • WorkCentre 56xx series
              • Locate custom services
              • Configure the WorkCentre 56xx series on the MFP console
              • Configure the WorkCentre 56xx series through the Internet Services Interface
            • WorkCentre 75xx series
              • Locate custom services
              • Configure WorkCentre 75xx on the MFP console
              • Configure WorkCentre 75xx through the Internet Services Interface
            • WorkCentre 76xx series
              • Locate custom services
              • Configure WorkCentre 76xx on the MFP console
              • Configure WorkCentre 76xx through the Internet Services Interface
            • WorkCentre 77xx series and ColorQube 93xx, 92xx or 89xx series
              • Locate custom services
              • Configure WorkCentre 77xx on the MFP console
              • Configure WorkCentre 77xx through the Internet Services Interface
            • WorkCentre Pro 2xx series
              • Locate custom services
              • Configure WorkCentre Pro 2xx on the MFP console
              • Configure WorkCentre Pro 2xx through the Internet Services Interface
            • Phaser 3635
              • Configure Phaser 3635 through the Internet Services Interface
              • Configure Phaser MFP
              • Configure other settings
            • Smart card configuration
              • Configure smart card software on the MFP Console
              • Configure smart card software through the Internet Services Interface
                • Configure domain controller settings
                • Set the inactive time limit
          • Server-side configuration
            • Configure authentication prompts
              • Set Xerox Secure Access Prompts
              • Set Xerox JBA prompts
              • Enable release key prompt
            • Configure card self-registration
            • Configure billing code popup behavior
            • Configure embedded devices
            • Print tracking configuration
              • Track printing through printer ports
              • Track printing using Xerox Network Accounting
              • Track color copies and prints using Xerox Tiered Billing
              • Receiving print error messages
            • Configure SNMP communication
          • User workflows
            • Authenticate with a magnetic stripe card
            • Authenticate with a proximity or smart card
            • Card reader status messages
            • Log in to a user session
            • Use Follow-You Printing
        • Embedded Client for Xerox EPA-EIP
          • Overview
            • About User Authentication
            • About Secure Document Release
            • Installation and Configuration Requirements
            • System Requirements
            • List of Terms
          • Supported MFPs
            • Magstripe Device Reader
            • Proximity Cards
          • Server and MFP Configuration
            • Configuring Embedded Devices
            • Configuring SecureAccess Device Prompts
            • Configuring Print Tracking
              • Print Tracking Through Equitrac Ports
              • Print Tracking Through the MFP Accounting Log
            • Configuring Follow-You Printing
            • Configuring Authentication Prompts
            • Configuring Card Self-Registration
            • Configuring the MFP for Card Reader Support
            • Registering the EIP Applet
            • Configuring the MFP Through a Web Interface
              • Enable Custom Services
              • Set the Authentication System
              • Set Authentication Configuration Options
            • Configuring Smart Card Through Xerox® Authentication
            • Refreshing a Domain After Restarting a Device
              • Receiving Print Error Messages
          • User Workflows
            • Authenticating with a Magnetic Stripe Card
            • Authenticating with a Proximity Card
            • Card Reader Status Messages
            • Swipe Card Self-Registration
            • Using Follow-You Printing
            • Copy Enforcement and Configuration
 › AutoStore › Capture Components › Ricoh SOP › Ricoh SOP settings

Ricoh SOP settings

The following settings may be set when configuring the Ricoh SOP component:

  • Groups tab
  • Preferences tab
  • Authentication tab

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