The Notification view

• Batch received - Kofax AP Essentials successfully received a batch.
• Batch rejected - a batch was rejected by a user.
• Document assigned - the document has been assigned to a user by an automated process or manually by another user.
• Input failed - a batch or document was rejected by the system. This can be caused by a corrupt file for example.
• Export failed - The export activity failed. This status is triggered, for example, if the target system does not respond. If this happens, you can open the batch in the document list view to see details about what went wrong. When the issue is resolved, simply click OK in the document view to send the batch again.

• Held - the document has been placed on hold by a user.

  When you select Held , two additional recipient types appear:

  • Holder - Sends the notification to the person who put the document on hold.

  • Users with the 'Unhold documents' privilege - Sends the notification to all users who have the Unhold documents privilege.

• Pending manual verification - The batch was extracted and is ready for manual correction if necessary.
• Request for information - Someone posted a question to the document.
• Usage warning - the document volume is 80%, 90% or 100% of the maximum volume, or a demo/trial account has used 80%, 90% or 100% of the allotted time. The system checks the usage level every five hours.
• Organization activated - an organization was activated.
• Organization deactivated - an organization was deactivated.

• Send email - Sends the notification via email.
• Post to web page - Posts the notification to a web page.

Determines whether you want to send the notification to a specific email address or a Role, group or other entity which can be linked to multiple email addresses in the system.

This setting is only visible when Action is Send email.

Displays a view that you can use to specify which users and groups receive the email notification.

This setting is only visible for the Usage warning event when the action is Send email and the recipient type is Email address.

This setting is only visible when Recipient type is Email address.

This setting is only visible when the Recipient type is Role.

This setting is only visible when the Action is set to Post to web page.

Specifies the number of days to wait before sending the notification.

For example, if you specify a waiting period of five days, the notification will not be sent until the document has been on hold for five consecutive days. After the waiting period is triggered, a notification is sent each day until the document is no longer on hold. If the document is no longer on hold before the waiting period ends, the notification is not sent.

This setting is only visible when Event is Held.

Determines which level the notification applies to. For example, if you create a notification for a usage warning on the subsidiary level, and you select Partner account here, usage warning notifications are only triggered by events on the partner level.

This setting is only visible on the subsidiary and partner level for the usage warning notification.

• Partner account - The notification is only triggered by usage on the partner account.

• Partner account and customer account - The notification is triggered by usage on the partner and customer accounts.

• Partner account, customer group and customer account - The notification is triggered by usage on the partner, customer group, and customer accounts.

Determines what triggers the notification.

• All - Sends notifications for time and volume usage.

• Time - Sends notifications when a trial account has used 80%, 90% or 100% of its allotted time specified in the service plan.

• Volume - Sends notifications when document volume is 80%, 90% or 100% of the maximum volume specified in the service plan.

This setting is only visible for the Usage warning notification.