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Kofax

( Duration: 4 Days )

In Kofax training course, you will learn about using Robotic Automation Process to automate the business process as well as tasks.

By attending Kofax workshop, delegates will learn:

Automating Business Processes
Capture Appropriate Information from the database
Extract data from important documents
Digitalization of Documents

Awareness of programming concepts
Fundamentals of SQL databases
Microsoft Internet Information Services (IIS) Manager

Business Process Employees
Analysts
IT Professionals
End Users

COURSE AGENDA

Introduction to Kofax

Use Case Scenario
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
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

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 Kofax

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

Capture Process Properties, Process Variables, and Capture Node Configuration

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

Introduction to Transformation Designer/Classification

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 Source

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

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