Add a new account

This procedure shows how to add a new account to Kofax AP Essentials.

To add a new account to the Kofax AP Essentials:

  1. Navigate to the Partners or Customers view, depending on which type of account you want to create.
  2. Click ADD.
  3. Use the dialog that appears (Add new partner view or Add new customer view) to specify the account information.

    We recommend adding contact information to the company profile (Profile > CONTACTS). Contact information ensures seamless communication and quick assistance whenever needed.

You must activate the account before users can log in and use the system.