Table of Contents
Preface.......................................................................................................................................................... 5
Related documentation.......................................................................................................................5
Getting help with Kofax products....................................................................................................... 6
Chapter 1: Introduction.............................................................................................................................. 8
Chapter 2: Using KCM B&OM....................................................................................................................9
Lifecycle of objects............................................................................................................................. 9
Chapter 3: Define slot and correspondence types............................................................................... 11
Define a slot type............................................................................................................................. 11
Define a correspondence type......................................................................................................... 12
Chapter 4: Define contact data and organizational metadata.............................................................. 13
Define contact configuration.............................................................................................................13
Define organizational metadata configuration..................................................................................14
Chapter 5: Define channels..................................................................................................................... 15
Define a channel.............................................................................................................................. 15
Define a channel for archiving.............................................................................................. 15
Chapter 6: Create application, correspondence, and communication rules...................................... 18
About application rules..................................................................................................................... 18
Configure application rules.................................................................................................... 18
About correspondence rules............................................................................................................ 24
Configure correspondence rules........................................................................................... 24
About communication rules.............................................................................................................. 28
Configure communication rules............................................................................................. 29
Chapter 7: Create requests......................................................................................................................37
Correspondence request.................................................................................................................. 37
Components: correspondence...............................................................................................37
Application request........................................................................................................................... 39
Components: application event............................................................................................. 39
Import request...................................................................................................................................41
Components: import correspondence................................................................................... 41
Chapter 8: About standard processes................................................................................................... 43
Information transfer between standard processes...........................................................................44
Configure global settings for standard processes............................................................................45
Standard processes..........................................................................................................................46
Electronic output.................................................................................................................... 46
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