When you open Kofax TotalAgility Quick Workflow from the TotalAgility Apps, the following is the default web page that loads.

The initial view of Quick Workflow includes the following elements.

Kofax logo

The Kofax logo. You can click this logo to come back to the Home page from anywhere in the application.

Kofax TotalAgility Quick Workflow

The application name.

Logged-on user's name

Click  to display the following options:

• Profile: Allows you to edit your profile.

• Logout: Logs you out of Quick Workflow.

Help button

Click  to open the Quick Workflow help.

Refresh button

Click  to refresh the window and display the newly added or modified items.

Import

Allows you to import a workflow.

Category list

Displays the list of categories that the logged-on user has access to. The user's working category is selected by default.

Search field

Lets you locate an item by name.

Enter the item name and click . Items belonging to the criteria are displayed. If no items related to search criteria exist, then an empty list is displayed. On clearing the search criteria, all the items from the working category are displayed.

Create new workflow button

Allows you to create a new workflow.

When you already have existing workflows and open Quick Workflow, the initial view displays the following buttons.

Refresh button

Click this button to refresh the window and display the newly added or modified items.

New button

Click this button to create a new workflow.

Import button

Click this button to import a process into Quick Workflow.

How to:

• Create a Workflow

• Export and Import a workflow

• Manage Quick Workflow

See also:

• Quick Workflow Designer

• Work with Quick Workflow elements