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  • Help for Kofax TotalAgility
  • Welcome
  • Get started
    • Log on to TotalAgility
    • Home
    • Recent items
    • Edit profile
    • 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