KofaxPSIcapture Administrator Help
  • Welcome
  • Configuration
    • Capture Profiles
      • New Capture Profile Options
      • Update Batch Capture Profile
    • Storage
      • Storage Location Definition
    • Classification
      • Classification Form Definition
        • General
        • Table Extraction
          • Configure Line Item Column
      • Select Classification Form Import Type
        • Database Import
    • Regular Expressions
      • Regular Expression Editor
      • Regular Expression Builder Options
    • Global Lists
    • Shared Counters
      • Reload counter before incrementing
    • Retrieval
      • Repositories
      • Shared search databases
    • Viewer
    • Connections
      • Connection Definition
      • Connect to Xero
      • Connect to email
      • Connect to SharePoint
    • Automation
      • Local automation service
        • Impersonation
        • Automation Monitor
      • Workflow auto processing
    • Batch Manager
      • General Settings
      • Import, Export, and Retention Settings
    • Capture Server
      • Email and log alert options
      • Notification subscriptions
    • Global Options
  • Capture Profile Configuration
    • Capture Profile
      • General
      • Advanced
      • Image File Options
        • Image storage options
        • Imported file options
      • Validation and Exceptions
    • Auto Import
      • General
      • Monitored Locations
        • Local or Network Directory
        • SharePoint (WebDAV)
        • RightFax
        • Email
      • Network Resources
      • Notifications
    • Document Records
    • Separation
      • Document Separation Profile
        • Variable length separators
        • Examples of profiles with triggers
      • Folder Separation Profile
        • Variable length separators
      • Zone Configuration
    • Recognition
      • Bar Codes
      • Patch Codes
      • Blank Pages
      • Characters (OCR/ICR)
      • Marks (OMR)
    • Indexing
      • General
      • Advanced
      • Bar Codes
        • Zone Configuration
      • List
      • Zone
        • Zone Configuration
        • OCR/ICR processing options
        • On Demand OCR/ICR processing options
        • OCR Smart Zone Configuration
        • Auto Zone Creation Configuration
    • Advanced Indexing
      • Lookups
        • Definition
          • Lookup Field Selection
        • Options
      • PDF Fields
      • Image Tags
      • Data Files
      • OCR Assisted Indexing
        • Settings
        • Zone Configuration
      • Imported File Metadata
      • Imported File Contents
      • Re-key Indexing
        • Understanding re-key indexing and validation
        • Standard indexing and Re-key indexing
        • Standard indexing, Re-key indexing, and Re-key validation
        • Re-key Indexing Validation
    • Image Processing
      • Settings
        • Image processing commands
      • Options
      • Trigger
      • Preview
    • Workflow
      • Capture / Import
        • General
        • Import
        • Indexing
        • Image Modification
        • Miscellaneous
      • Classification
        • Classification Forms
          • Classification Form Definition
            • General
            • Table Extraction
              • Configure Line Item Column
          • Select Classification Form Import Type
            • Database Import
        • General
        • Processing Options
        • Page Validation
        • Exception Processing
        • Accelerated Classification
          • General
          • Form ID auto naming
            • Automated Form ID Configuration
          • Automated Rule creation
          • Automated Last Page Rule creation
      • Quality Assurance
        • General
        • Editing
        • Indexing
        • Auto Processing
          • Available commands
        • Data View Settings
      • Index
        • General
        • Advanced
        • Exception Processing
      • OCR
        • General
        • PDF Options
        • Text Options
      • Retrieval
      • Migration
        • Common tabs
          • Field Settings
          • Custom File Naming
          • Single Page File Naming
          • Document Title
          • Keywords
          • Folder Design
          • Pre-Processing
          • Post Processing
          • Document Filtering
        • Alchemy Direct
          • General
          • Advanced
        • Alfresco Direct
          • General
          • Advanced
        • ApplicationXtender Direct
          • ApplicationXtender Direct
          • Advanced
        • Database
          • General
            • Database Connection Setup
          • Advanced
        • docMgt Direct
          • General
          • Advanced
          • Document Naming
        • DocuShare Direct
          • General
          • Advanced
          • Collection Design
        • DocuWare
          • General
          • Advanced
        • DocuWare Direct
          • General
          • Advanced
          • Field Settings
        • EDI
          • General
          • Advanced
        • Email
          • General
          • Advanced
          • Email Subject
          • Email Body
        • FileBound Direct
          • General
          • FileBound Settings
          • Advanced
          • Field Settings
          • Document Name
          • Document Description
          • File Notes
          • Document Notes
        • FileNet
          • General
          • Advanced
        • Folder Export
          • General
          • Advanced
        • FTP
          • General
          • Advanced
        • Kofax PSIcapture Mailroom (Legacy)
          • General
        • Kofax PSIcapture Mailroom Direct
          • General
        • LaserFiche
          • General
          • Advanced
        • LaserFiche Direct
          • General
          • Advanced
        • M-Files Direct
          • General
          • Advanced
        • Microsoft Azure Storage
          • General
          • Advanced
          • Directory Design
        • Microsoft SharePoint Direct
          • General
          • Other SharePoint Settings
          • Advanced
          • Document Set Naming
        • Objective Direct
          • General
          • Advanced
        • OnBase
          • General
          • Advanced
        • PaperVision/Image Silo
          • General
          • Advanced
        • Kofax PSIsafe Direct (Affinity)
          • General
          • Advanced
          • PSIsafe Folder Indexes
        • Kofax PSIsafe Direct (Legacy)
          • General
          • Advanced
          • PSIsafe Folder Indexes
        • Text
          • General
          • Advanced
        • Xero
          • General
          • Advanced
          • Field Settings
        • Xml
          • General
          • Advanced
          • XSLT
        • Watermarking
        • Bates stamping
          • Bates Stamping Settings Definition
        • Imprinting
        • Image tag output
      • Batch Print
      • Batch Import
      • Batch Export
        • XML Batch Export
        • Prosar-AIDA Batch Export
        • Native Batch Export
        • FormStorm Batch Export
        • Kofax PSIcapture Mailroom Batch Export
    • Summary
  • Classification
    • Accelerated Classification Engine (ACE)
    • Accelerated Zone Profile Configuration
  • Security and user permissions
    • Security Manager
    • Users
      • Add User
      • User
    • Roles
      • Add Role
      • Role
    • Security Configuration
  • Utilities
    • Automation Monitor
    • Bar Code Generator
      • Bar Codes
      • Data Population Settings
    • License Server
    • Service Manager
      • Station mode
      • Service status
      • Bindings
      • Databases
    • Scripting
  • Getting help with Kofax products
Welcome

Welcome

Welcome to the Kofax PSIcapture Administrator Help, which includes information for PSIcapture administrators who are responsible for setting up and configuring the product.

Quick Links

Use the following links to get information about Kofax PSIcapture administration.

  • Configuration

  • Capture Profile Configuration

  • Classification

  • Security and user permissions

  • Utilities

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