The Upload view

Use this view to upload document images for processing.

To access this view: Click Upload in the document list view.

Use this view to upload document images for processing. Some of the settings can vary depending on

Customer account

Specifies which customer account you want to associate with the documents you upload.

Buyer/Seller

Specifies which buyer/seller you want to associate with the documents you upload.

If Enable buyer classification or Enable seller classification is selected in the Classification service settings, you can select Automatic classification.

Document type

Specifies the country of origin and type of documents.

If you use document types with subtypes, you can select Automatic classification to let Kofax AP Essentials determine which document type to use, based on the fields found on the document.

Document separation

Determines whether the files you upload contain one document per file or multiple documents per file.

Select files...

Displays a dialog that you can use to select the files that you want to upload to Kofax AP Essentials for processing.

Remove all files

Removes all of the files from the list of files to be uploaded.

Upload

Uploads all the files displayed in the list.