Email node attachments names use Display Name property which is controlled by the Name Template property
Applies to
Kofax TotalAgility v7.x
Question / Problem
The email node names attachments using the Document Display Name property which is by default [DocumentType]. eg Invoice.tiff.
Answer / Solution
The document display name is controlled by the Name Template property in the definition of the document type in the extraction group.
DisplayName is a runtime evaluated property based on specified template. It can contain different runtime values like field, custom text, type property.
E.g. if a field exists which contains a subtype or ID of the invoice, the template can use this field to distinguish the DisplayName (and thus emails). For example:
[DocumentType] [InvoiceIDField] which will be resolved to “Invoices 23423424”.
Note: The Name Template will be used as the Document Display Name on Capture forms (Scan, Document Review, Validation, and Verification)