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Acquire the knowledge and skills to succeed with Kofax

Kofax TotalAgility 7.1 MCC Invoices

At Course Completion
Upon completion of this course, students will be able to:
• Use the Auto Cluster functionality to automatically create Document Types
• Understand when to use Content and Instruction Classification features
• Use Trainable Document Separation
• Configure Tables in extraction groups, and complete manual table extraction
• Configure Trainable Invoice Locators
• Configure and use Automated Table extraction
• Access an external Database to match Invoices and Invoice Line Items
• Customize forms to work with Invoices particularly the Validation Forms
• Configure Evaluators
• Use Business Rules to complete multi-field validation as well as Line Item calculations
• Learn when to use, and how to create Script Formatters and Script Locators
• Export Data to Systems of Record
• Logging functions

Prerequisites
To maximize the learning experience, it is Mandatory that the student has already attended the Kofax TotalAgility Essentials course.
It would also benefit if the student also had the following:
• Awareness of programming/scripting concepts
• Understanding of Capture and BPM Concepts
• Basic working knowledge of:
o SQL databases
o Microsoft Internet Information Services (IIS) Manager
o VB coding syntax

 


Course Outline

DAY 1

Module 0 – Introduction to Class
• Class Structure
• Start and finish times
• Course objectives
• Course topic breakdown

Module 1 – Import Forms, Processes and create a Site
• Import Forms, Processes and create a Site
• Lab

Module 2 – Auto Clustering
Using Auto Clustering to automatically sort documents and create Document Types
• What is it?
• When to use it?
• Configuring
• Demo
• Lab

Module 3 – Content & Instruction Classification
Content Based Classification
• What is it?
• When to use it?
• Configuring
• Demo
• Lab
Instruction Based Classification
• What is it?
• When to use it?
• Configuring
• Demo
• Lab

Module 4 – Trainable Document Separation (TDS)
Using TDS to automatically separate multipage documents
• What is it?
• When to use it?
• Configuring
• Demo
• Lab

Module 5 – Manual Table Extraction
Configuring Manual Table Classification
• What is it?
• When to use it?
• Configuring
• Demo
• Lab


DAY 2

Module 6 – Trainable Invoice Locators
• What fields are extracted within each Trainable Invoice Locator?
• When to use them in an Invoice project?
• Configuring and training them
• Using Pre-defined Knowledge Bases
• Resolving conflicts during training
• Demo
• Lab

Module 7 – Create a Knowledge Base
• What is a Knowledge Base?
• Configuration
• Assign a Knowledge Base to a Trainable Group Locator
• Demo
• Lab

Module 8 – Automatic Table Processing
Automatic Table Extraction
• What is it?
• When to use it?
• Configuring
• Demo
• Lab

Module 9 – Line Item Matching Locator
Line Item Matching Locator
• What is it?
• When to use it?
• Configuring
• Demo

Module 10 – Evaluators
Evaluators and Advanced Evaluators
• When to use them?
• Configuring them
• Lab

Module 11 – Configuring the Invoice Process
Configuring the Invoice process, testing the process
• Testing a Document variable to determine it is Null
• Walking through the process steps
• Demo
• Lab


DAY 3

Module 12 – Customize Invoice Forms
Creating Validation forms to be used for Invoice processing
• Adding images
• Repositioning controls
• Creating an Update Row Event
• Creating a Database Lookup Event
• Creating Hide/Show Events
• Adding a Table control
• Adding and configuring buttons
• Demo
• Lab

Module 13 – Multi-field Validation using Business Rules
• When can you use business rules for validation?
• Configuring a business rule for multi-field validation
• Mandatory outputs to a business rule used in field validation
• Demo
• Lab

Module 14 – Partial Completion
• What is it?
• When to use it
• Demo
• Lab

DAY 4

Module 15 – Exporting Data to Systems of Record
• Installing an Export connector
• Configuring the process for Export
• Configuring the Export connector
• Demo
• Lab

Module 16 – Scripting Overview
• Understanding Scripting in the Transformation Designer
• Examples of where to use scripting
• Kofax Resources

Module 17 – Scripting Formatters
• What are they?
• When to use them?
• Creating a Script Formatter to remove spaces, slashes and commas
• Creating a script Formatter to check the first digit of a field value and if = “X”, replace with “Y”
• Lab

Module 18 – Classification using Scripting Locators
• What are Script Locators?
• When to use them?
• Using a Script Locator with multiple subfields to use a Barcode Values
• What is Scripting for Classification?
• When to use it?
• Using the Barcode value to determine and set Classification result
• Demo
• Lab

Module 19 – Classification using Script Locators
• What are Script Locators?
• When to use them?
• Using a Script Locator with a single field to use a Barcode Value
• Demo
• Lab

Module 20 – Certification and Testing
• Certification requirements
• The Certification Exam
• Taking the exam
• Receiving your certificate
• CERTIFICATION EXAM

Kofax TotalAgility 7.1 MCC Invoices  
Delivery method Classroom
Duration 5 days
Part number TR-1200-0074
Price International USD 3680.00 USD
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Available delivery methods
CBT
Classroom
Ondemand