Help for Kofax TotalAgility
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List pages
Common procedures
Lock or unlock an item
Open and modify an item
Close a dialog
Locate an item
Tag an item
Undo/redo updates
Delete an item
Error handling of fields
Rule editor
Create metadata
Stop and start the Kofax TotalAgility services
Log out of TotalAgility
Common icons
Name conventions
Workflow
Business processes
Process Designer
Modeling bar
Action toolbar
Process elements
Work with process elements
Satellite
Design a basic process
Start node
Activity
Add an activity
Activity properties
Configuration
Partial completion
Resource assignment
Assign resources manually
Assign resources by applying rules
Reuse resources
Set up a notification email
Execution
Inputs and outputs
Time and cost
Service level agreement
Define the SLA status indicator
Activity triggers
Create an activity trigger
Dependents
Add dependents
Preconditions
Add preconditions
Advanced
Associate states
After processing
Associate a business event
Branching rules
Configure branching rules
Info
Activity types
Common activities
Ordinary activity
Configure an ordinary activity
Embedded process activity
Configure an Embedded process activity
.Net activity
Configure a .Net activity
Web service activity
Configure a Web service activity
Business rule activity
Configure a Business rule activity
Create subjob activity
Configure a Create subjob activity
Add a Create subjob activity with advanced workflow rules
Data access activity
Configure a Data access activity
Get records from a database table
Add records to a database table
Update database records
Delete database records
Get data from a database view
Get data from stored procedures of a database
Insert multiple records into a database
Synchronization activity
Configure a Synchronization activity
Expression activity
Configure an Expression activity
Math function
Text function
Date function
Create new job activity
Configure a Create new job activity
Loop activity
Configure a Loop activity
Email activity
Configure an Email activity
Create an inline template for email
Capture activities
Classification activity
Configure a Classification activity
Extraction activity
Configure an Extraction activity
Validation activity
Configure a Validation activity
Document review activity
Configure a Document review activity
Delete activity
Configure a Delete activity
Composite activity
Configure a Composite activity
Export activity
Configure an Export activity
PDF generation activity
Configure a PDF generation activity
Document conversion activity
Configure a Document conversion activity
Image processing activity
Configure an Image processing activity
Image quality analysis activity
Configure an Image quality analysis activity
Scan activity
Configure a Scan activity
Verification Activity
Configure a Verification activity
Transfer activity
Configure a Transfer activity
Mark finished activity
Configure a Mark finished activity
Kofax activities
RPA activity
Configure an RPA activity
SignDoc activity
Configure a SignDoc activity
KCM compose activity
Configure a KCM compose activity
KCM distribute activity
Configure a KCM distribute activity
Configure the Output management distribution mechanism
KCM pack activity
Configure a KCM pack activity
ControlSuite activity
Configure a ControlSuite activity
Example - ControlSuite activity
Microsoft activities
SharePoint create site activity
Configure a SharePoint create site activity
SharePoint create folder activity
Configure a SharePoint create folder activity
SharePoint add item activity
Configure a SharePoint add item activity
SharePoint delete item activity
Configure a SharePoint delete item activity
SharePoint uploader activity
Configure a SharePoint uploader activity
SharePoint move item activity
Configure a SharePoint move item activity