Version: 7.5.0 Features Guide - Kofax
Kofax TotalAgilityFeatures GuideVersion: 7.5.0Date: 2018-05-11
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Table of ContentsPreface.10Introduction to Kofax TotalAgility. 10On-Premise Multi-Tenancy.10Kofax Analytics for TotalAgility. 10Related documentation.11Training. 12Get help for Kofax products. 12Chapter 1: Imaging.13Chapter 2: Transformation. 14Document sets.14Classification. 14Trainable Document Separation (TDS). 14Clustering. 14Extraction from unstructured documents. 15Extraction from invoices. 15Extraction from forms. 15Extraction – check processing. 15Database extraction.15Extraction - other. 15Optical Character Recognition (OCR).16Kofax Search and Matching Server (KSMS). 16Chapter 3: Case and business process modeling. 17Business Process Modeling Notation (BPMN).17Start node. 17Activity.17Annotations and attachments.17Annotations. 17Attachments. 18End node. 18Pools and lanes.18Collaboration activity.19Message flows. 20Manage process maps. 21Layout and Orientation. 213
Kofax TotalAgility Features GuideRearrange (Auto Draw). 22Gridlines and Snap to Grid. 22Auto Placement.22Zoom. 22Process paths. 22Decision node. 22Branching rules. 23Dependents. 24Loop. 24Variables. 24Initialization variables.26Activity types.26Common activities.27Capture activities. 32Microsoft activities.37CMIS activities. 40HP TRIM activities. 41Script activities. 42Other activities. 43Activity input and output.48Service Level Agreement. 49Time and cost.50Map milestones.51Map states. 52Restart action.52Event action. 53New Job action. 53Process events. 53Process notes. 54Document set.54Roles. 55Types of roles. 56Assign work. 57Advanced rules for work assignment. 58Communicate with resources. 59Activity notifications.59Resource notes.59Alert task. 604
Kofax TotalAgility Features GuideTriggers. 60Budget triggers.60Duration triggers. 61Milestone triggers.62Preconditions. 63Predictive models. 64Resource related properties of a process.65Process owner. 65Default resources.65Maintenance access. 65Functional access. 66Advanced properties of a process. 66Allocation algorithm.66Thread pools. 67Maximum loop count. 67Process active periods. 67Include in analytics. 67Track variable changes. 67Record history.67Case completion. 67Virtual folders. 68Exceptions.68Associations. 69Cases. 69Case fragments. 70Document processes. 71Business rules. 71Simulations.71Skins. 71Templates and skins. 72Rules. 72System processes. 72Save and release processes.73Revert and delete processes. 74Revert processes. 74Delete processes. 74Business monitoring. 74Events. 745
Kofax TotalAgility Features GuideTargets.74Alerts. 75Chapter 4: Model the user interface. 76Generate forms automatically. 76Generate MFP forms automatically.77Manually create forms. 77Desktop, tablet and phone forms. 78Form controls.78Basic controls.79Advanced controls. 81Form initialization.89Form events and actions.89Add actions to a form or control. 89Form variables. 102Deploy forms.102Associate a form with an activity. 103Sites. 103Themes. 103Global variables. 103Images. 104Security tokens. 104Navigation menus. 104Translations.105Customer assets.105Chapter 5: Workspace. 106Create work. 106Create jobs, cases and fragments. 106Job or case properties.106Find jobs or cases. 106Manage work. 106Work queues.106Queries panel.107Take and complete activities. 107Delegate work. 107Reassign work. 107Manual work allocation. 107Reset taken activities.107Modify live jobs and activities.1086
Kofax TotalAgility Features GuidePlace jobs on hold.108Business calendar.108Manage your system. 108Logged on Users. 108Audit Log.108Upgrade Jobs.109Remove Finished Jobs. 109Performance Statistics. 109Chapter 6: Resources in TotalAgility. 110Worker resource. 110Group resources. 110External resources.111Email address. 111Password. 111Personas. 111Resource extensions. 111Working group. 112Supervisors. 112Security levels.112Skill levels. 112Variable and fixed costs. 112Active period. 113Working category.113Active Directory Synchronization.113Chapter 7: System data.114Lookups.114Entities. 114Work types.115Queries.116Folders. 116Extraction groups.117Server variables.117Checklists.117Field formatters.118Classification groups.119Document templates.119Currency codes.119Document variants.1207
Kofax TotalAgility Features GuideField validators.120Chapter 8: System options. 121Settings. 121General.121Forms. 124Work process. 127Thread pools. 128Exceptions.129Scripting. 129Resource extension. 129Email. 129License Servers. 129License statistics.130Retention policy. 130Account settings.131Node colors.132Categories.133Schedule work. 134Lock and unlock. 134Protected items search.134Regular expressions. 134Job clear down. 135System tasks. 135Devices.
settings across various configuration files for different types of installation and deployment. Kofax TotalAgility Administrator's Guide: Provides information to the administrator on configuring and maintaining a TotalAgility installation. Kofax TotalAgility Architecture Guide: Provides an overview of the TotalAgility architecture, covering
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