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SFCG Help Center

Kofax Setup

Last Updated: Apr 29, 2015 10:30AM EDT

Setting up the Scanning Solution

FIRST, and critical, you need to deactivate the copy of Kofax installed on the current computer prior to moving it to a new one.

You can do this by following the steps on this article - click here.

Once this is complete, there are several steps you need to follow to get the Scanning Solution working properly.

REQUIREMENTS: A Kofax system MUST be installed on a dedicated desktop computer (not laptop) and must have Windows 7 Pro or Enterprise (64bit) installed and Microsoft Office 2010 Pro edition. Not meeting these requirements will make the Kofax system quite unstable and very hard for us to offer support and maintain remotely for you.

  • Make sure to configure the computer to never sleep and auto turn-on when electricity is restored. This will ensure that scanned documents get uploaded to Washington without delays.

Now, once the above requirements are met, go ahead and download the following Antivirus and Remote Support Agent and install them on that computer. This will allow us to maintain software updates, antivirus and the Scanning Solution for you remotely.

ANTIVIRUS - Click here to download.

REMOTE SUPPORT AGENT - Click here to download.

  • Once this is done, please reply to this email and let me know so I can verify this in our systems, but continue the process below.

KOFAX CONFIGURATION
Now, go ahead and install the Scanning Solution (Kofax and other applications) on the computer.

  • Click here to download the guide on how to do this step by step.

Let me know if you have any questions and/or when you have completed all of these steps. At this point you should be able to to resume your use of Kofax and get in compliance soon with Finance in HQ.

If you encounter any issues during this process, please reply back to the ticket email with a screenshot of the error and we will do our best to get the issue resolved for you shortly.

I’m looking forward to hearing from you.

Matias

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