Kofax TotalAgility Training

• Introduction to Kofax, Inc.
• What is Kofax TotalAgility?
• Single Platform for Smart Process Applications

– Business Process Management
– Dynamic Case Management
– Mobility Services
– Capture Services
– Transformation Services
– Awareness and Collaboration Services
– Analytics & Business Intelligence Services
– Data Integration Services

• Overview
• Process Designer Module
• Basic Process Features, Naming, Properties
• Design a Process with Classification, Document Review, Extraction, Validation, and Verification Nodes
• Moving nodes, Connecting Nodes
• Auto Align a Process
• Save, Release, and Close
• Lock, Unlock a Process
• Create a Category
• Assign a Process to a Category
• Search for a Process

• What are Resources?
• Resources Designer Module
• Create a Resource and Group Resource
• Basic Workflow Rules
• Assign a Resource to a Manual Activity

• Overview
• Data Designer Module

– Separation Profiles
– Document and Folder Level Separation
– Create a Separation Profile – Document and Folder

• Extraction Group

– What is an Extraction Group?
– Create an Extraction Group
– Create Fields Groups and create Document Types

• Classification Group

– What is a Classification Group?
– Create a Classification Group
– Add an Extraction Group to a Classification Group

• Folder Type

– What is a Folder Type?
– Create a Folder Type and create Folder Fields

• What are Variables?
• Configure Process Capture Properties – Initialize from Scan, Classification group, and Separation
• Create Variables – Document and Folder
• Classification Node Configuration
• Document Review Node Configuration
• Extraction Node Configuration

• Validation Node Configuration
• Configure an Activity SLA

• Overview
• Project Types – Classification, Extraction and Shared
• Opening Projects
• Connection to Kofax TotalAgility Extraction and Classification Groups
• Classification
• What is Classification?
• Layout Classification and Configuration
• Document Sets
• Assign Sample Documents to Classes
• Layout Classification Setup
• Training
• Test Classification

• What is Extraction?
• Document Sets
• Available Locator Methods
• Locator Properties
• Configure the Advanced Zone Locator
• Cleanup Profiles and Anchors
• OMR Group Zones
• Map Locator Values to Extraction Fields
• Anchors
• View Extraction Results
• Test Extraction

• Case v Business Process
• Case and Process Design Components, Configuration, Implementation

– Categories
– Node Types: Common, Capture, Script, Other

• Loan Application Use Case scenario

• Process Variables
• Server Variables
• System Variables
• Document Variables
• Folder Variables
• Data Access

– Creating a real-time connection to an External Database
– Different Types of Database access (Table, Stored Procedure, View)

• Activity and Email Notifications
• Document Creation

• Building forms for the Loan Application Process
• Changing Navigation
• Navigation Security
• Form Security

• Formatting/customizing Forms

– Adding Images
– Adding controls
– Repositioning controls

• Connect the Capture Applications Process to the Loan Process
• Loop Node
• Create New Job Node

• Configuring Email Integration
• Configuring Watched Folders Integration

• Script Locator
• Benchmarking exercise
• API Integration & Documentation Discussion
• DB Lookup(KTA Forms)

• Scanners

– Downloading and the Scanner Driver
– Accessing the Scanner from the Scan Create New Job form