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Email node attachments names use Display Name property which is controlled by the Name Template property

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.

 

Document Display Name (Template) location.jpg

 

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)