Automation

This tab is the central product area, where you can adjust major configuration elements specific to how your computer processes Auto Import enabled capture profiles. It is also the main area where you can adjust key settings, such as impersonation permissions and workflow auto processing configurations.

For an overall description of how our automated services work, as well as how to balance and adjust your automated import and workflow auto processing configurations to suit your unique needs, look for "Automation Services and Load Balancing" in the Kofax Knowledge Base or contact Kofax support.

This tab has three main work areas:

• Local automation service

• Automated import

  If the Enable automated import on the local machine check box is selected, the current computer can create batches based on Auto Import configuration options. This function is important for many specific workflows, because the ability to create queued batches for processing may need to be restricted to the capture server or specific computers.

  There is a functional difference between automated import and workflow auto processing. Automated import creates batches in PSIcapture by monitoring a specific location or inbox, pulls in the corresponding documents, and places the batch in the Capture/Import workflow step. Continued processing of the batch only occurs with workflow auto processing, which actually processes a batch once imported through Auto Import (see Workflow auto processing).

• Workflow auto processing