Microsoft Visio

Use the TotalAgility integration with Microsoft Visio to convert Microsoft Visio business process and flowchart drawings into TotalAgility importable XML files.

See the Technical Specifications document available on Kofax website for the supported versions of Microsoft Visio.

The integration works as follows:

  • The TotalAgility Microsoft Visio add-on provides a one-way conversion process. Once you convert a Visio drawing into a TotalAgility XML file, you cannot convert the XML file back into a Visio drawing for editing.

  • Once you convert a Visio drawing into a TotalAgility process map, you can edit the map in the TotalAgility Process Designer.

  • If a Visio document contains multiple pages, TotalAgility imports each page and uses the page name as the name of the process map.

The TotalAgility Microsoft Visio add-on supports the Business Process and Flowchart diagrams. See Microsoft Visio drawings supported by TotalAgility.

During a conversion into a TotalAgility process map, all Microsoft Visio shapes are mapped to TotalAgility manual activities for the following categories.

This section describes the following: