Kofax Online Training Modules Overview

Introduction to the Kofax Total Agility 7 Essentials Course

• Classroom Environment
• Course Materials, Software, and Hardware
• Course Roadmap
• Course Objectives
• Use Case Scenario
• Exam Registration
• 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

Installing Kofax TotalAgility

• Installation Prerequisites
• Hardware Requirements
• Software Requirements
• Server Operating System
• .NET Framework 4.0
• Silverlight
• Microsoft IIS
• MS SQL Server
• TCP/IP Protocol
• Database user
• Transformation Server user
• Installation steps
• Confirming Services and Applications after Installation

Creating a Capture Workflow Process

• 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

Creating Resources

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

Configuring a Separation Profile, Extraction Group, Classification Group, and Folder Type

• 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 the 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

Site, Forms and Navigation

• Overview
• Kofax TotalAgility Workspace
• Form Designer Module
• Create a Site (website)
• Create a Manual Login form
• Create a Scan Create New Job Form
• Create Take Activity Forms
• Add Site Navigation
• Access a Site and Forms

 Introduction to Transformation Designer/Classification

• 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

Extraction

• 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
• Text Extraction

 Create a Case-Based Process

• Case v Business Process
• Case and Process Design Components, Configuration, Implementation
• Categories
• Node Types: Common, Capture, Microsoft, CMIS, HP TRIM, Script, Other
• Loan Application Use Case scenario

Variables and Data Access

• 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)

Email Notifications and Document Creation

• Activity and Email Notifications
• Document Creation

Building Additional Forms, Navigation and Security

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

Formatting/Customizing Forms

• Formatting/customizing Forms
• Adding Images
• Adding controls
• Repositioning controls

Configuring end-to-end Capture Enabled Process

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

 Setting Email and Watched folders as Input Sources

• Setting Email Integration
• Configuring Watched Folders Integration

Exporting to Systems of Record

• Text Export Connector
• Downloading and Installing the Connector
• Configuring the Process
• Configuring the Export Connector

Configuring an MFP as an Input Sources

• Creating the Device Create New Job form
• Configuring the process with a Precondition
• Managing Devices
• Download and install the Multi-Functional Peripherals (MFPs) Emulator
• MFP Emulation

Optional – Configuring Mobile Integration as an Input Source

• Configuring the Device Create New Job form
• Mobile Devices and the Mobile App
• App Settings: Connecting to the Kofax TotalAgility Server

Job Opportunities in Kofax

Who wouldn’t prefer a job that assures a fast paced global career, higher than average perks? The job opportunities in the domain of Kofax are quite plenty. And with the increase in the colossal demand for the qualified experts across the top industries, more & more number of aspirants are planning towards securing their career in this domain. And also in response to the whooping salary packages for the certified professionals in this domain most of the professionals who are working in other prominent technologies are working towards making a career transition into this domain. Kofax Online Training by SacrosTek Systems will set you on the right career path of achieving success in this domain.

SacrosTek Systems offer certification programs for Kofax. Certificates are issues on successful completion of the course and the assessment examination. Students are requested to participate in the real-time project program to get first-hand experience on the usage and application of the Kofax. The real-time projects are designed by our team of industry experts to help students get best possible exposure to the Kofax and its applications.