Storage services provide long-term archiving of document images and data that have been processed in Kofax AP Essentials and sent to the target system. This is useful, for example, if your target system does not support the long-term storage of document images and data.
When Storage services are enabled, whenever a document is sent to the target system, it is also copied to storage. If the Workflow service is enabled, and document registration is enabled, a copy of the document is sent to storage during registration in the target system and again when it is exported (posted) to the target system. Documents in storage are read-only and cannot be processed.
Invoices in storage are easy to access and contain:
- the original input file (image file, email including attachments, etc.)
- the final document image that was sent to the target system
- interpreted field values
- accounting data (if any exists)
- attachments (if any exist)
- comments (if any exist)
- the document history
- external IDs
With some target-system integrations, the document ID from the target system is also saved. This is called the External ID in Kofax AP Essentials.
If you choose to cancel this service, contact your local Kofax representative to find out how you can export data from Storage services.