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

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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)