File menu

This menu has the following options.

Option Name and Description

New Project icon

New Project

Opens the New Project window so that you can create a new project.

Open Project icon

Open Project

Enables you to browse to and open an existing project.

Save Project icon

Save Project

Saves all changes made to the open project.

Release Project icon

Release Project

Releases the project so that it can be used in Kofax TotalAgility.

Protect Project

Protects your project. This means that all training documents that are currently included in the project are encrypted and are no longer visible to any users.

This option is available for non-protected projects only.

Unprotect Project

Click to decrypt the training documents so that the project is no longer protected and the training documents are no longer hidden from users.

This option is available for protected projects only.

Import icon

Import File-Based Project

Imports a file-based project.

Export icon

Export To File-Based Project

Exports a project in file-based format.

Close Project icon

Close Project

Closes the current project and automatically saves any changes you made to the project.

Merge Local Changes from Previous Version

Opens the Choose Version with Local Changes window where you choose a previous version of a project with local changes and merge it to the current version.

Options icon

Options

Opens the Connections window so that you can choose project options.

Exit icon

Exit

Exits the Transformation Designer. If any changes are unsaved, you are prompted to save them.