Corporate Kofax Training Course
Edstellar's instructor-led Kofax training course equips teams with advanced skills in automation and efficient document management. The course focuses on configuring robust workflow processes, optimizing resource allocation, and ensuring accurate data extraction to boost productivity and compliance.
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(Virtual / On-site / Off-site)
Available Languages
English, Español, 普通话, Deutsch, العربية, Português, हिंदी, Français, 日本語 and Italiano
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Drive Team Excellence with Kofax Corporate Training
Empower your teams with expert-led on-site/in-house or virtual/online Kofax Training through Edstellar, a premier Kofax training company for organizations globally. Our customized training program equips your employees with the skills, knowledge, and cutting-edge tools needed for success. Designed to meet your specific training needs, this Kofax group training program ensures your team is primed to drive your business goals. Transform your workforce into a beacon of productivity and efficiency.
Kofax is a leading platform that offers smart automation solutions covering various aspects, from business process management to document capture and analytics. Automating repetitive tasks and optimizing document handling processes is vital for organizations seeking to streamline operations, enhance efficiency, and reduce manual errors. Kofax training course empowers employees to navigate complex business processes seamlessly, promoting a culture of innovation and productivity within the organization.
Edstellar's instructor-led Kofax training course offers virtual/onsite training options from industry experts. The course provides practical knowledge and a customizable curriculum to equip employees to leverage Kofax effectively.
Key Skills Employees Gain from Kofax Training
Kofax skills corporate training will enable teams to effectively apply their learnings at work.
- Process Automation
- Intelligent Recognition
- Workflow Management
- Image Processing
- Content Integration
- Optical Character Recognition (OCR)
Key Learning Outcomes of Kofax Training Workshop
Edstellar’s Kofax group training will not only help your teams to acquire fundamental skills but also attain invaluable learning outcomes, enhancing their proficiency and enabling application of knowledge in a professional environment. By completing our Kofax workshop, teams will to master essential Kofax and also focus on introducing key concepts and principles related to Kofax at work.
Employees who complete Kofax training will be able to:
- Apply advanced process designing techniques using the Process Designer Module to streamline workflow processes effectively
- Analyze document handling requirements and configure separation profiles, extraction groups, and classification groups for optimized document processing workflows
- Develop customized and group resources tailored to organizational needs, enhancing resource management efficiency
- Utilize the Data Designer Module to model and manage data effectively, ensuring accurate data capture and integration within workflow processes
- Evaluate document and folder level separation scenarios and implement separation profiles to enhance document organization and retrieval
Key Benefits of the Kofax Group Training
Attending our Kofax classes tailored for corporations offers numerous advantages. Through our Kofax group training classes, participants will gain confidence and comprehensive insights, enhance their skills, and gain a deeper understanding of Kofax.
- Learn advanced techniques for process designing using the Process Designer Module, enhancing your ability to create efficient workflow processes
- Equip yourself with the skills to configure separation profiles, extraction groups, and classification groups, ensuring streamlined document processing workflows
- Develop customized resources tailored to your organization's needs, improving resource management efficiency and productivity
- Explore the Data Designer Module to model and manage data effectively, ensuring precise data capture and workflow integration
- Equip yourself with the expertise to create and configure extraction rules within extraction groups, enabling accurate data extraction from documents
Topics and Outline of Kofax Training
Our virtual and on-premise Kofax training curriculum is divided into multiple modules designed by industry experts. This Kofax training for organizations provides an interactive learning experience focused on the dynamic demands of the field, making it relevant and practical.
- Introduction to Kofax
- History and evolution
- Core competencies and technology
- What is Kofax TotalAgility?
- Overview of features
- Key benefits
- Single platform for smart process applications
- Definition and importance
- Examples of smart process applications
- Business process management
- Core principles
- Tools and techniques
- Dynamic case management
- What is dynamic case management?
- Mobility services
- Mobile capabilities of Kofax TotalAgility
- Integrating mobile services into workflows
- Capture services
- Overview of capture capabilities
- Benefits of automated capture
- Transformation services
- Purpose and processes
- Transforming data into actionable insights
- Awareness and collaboration services
- Tools for enhancing collaboration
- Integrating awareness in processes
- Analytics and Business Intelligence services
- Role of analytics in process improvement
- Business intelligence tools and their applications
- Data integration services
- Integrating external data sources
- Examples of data integration scenarios
- Installation prerequisites
- Overview of necessary conditions and materials
- Checklist before installation
- Hardware requirements
- Specifications for servers and client machines
- Scaling hardware for enterprise needs
- Software requirements
- Required software components
- Compatibility issues and solutions
- Server operating system
- Supported operating systems
- Optimal configuration settings
- .NET Framework 4.0
- Importance of .NET in Kofax installations
- Troubleshooting common issues
- Silverlight
- Role in Kofax TotalAgility
- Installation and configuration tips
- Microsoft IIS
- Configuring IIS for Kofax
- MS SQL Server
- Database configuration and optimization
- Maintaining SQL Server for Kofax
- TCP/IP protocol
- Network requirements
- Ensuring connectivity and security
- Database user
- Creating and configuring database users
- Permissions and roles
- Transformation server user
- Role and permissions
- Setup and security considerations
- Installation steps
- Step-by-step guide
- Post-installation checks
- Confirming services and applications after installation
- Verification procedures
- Troubleshooting common post-installation issues
- Overview
- Introduction to capture workflows
- Benefits of automated capture processes
- Process designer module
- Navigating the interface
- Key tools and features
- Basic process features, naming, properties
- Setting up process basics
- Naming conventions and property settings
- Design a process with classification, document review, extraction, validation, and verification nodes
- Step-by-step design of a capture workflow
- Role of each node in processing documents
- Moving nodes, connecting nodes
- Techniques for organizing workflow elements
- Auto-align a process
- Using auto-alignment tools
- Benefits of maintaining structured workflows
- Save, release, and close
- Procedures for saving and securing workflows
- Releasing and closing workflows effectively
- Lock, unlock a process
- Managing access to process designs
- Security considerations
- Create a category
- Categorization of workflows for better organization
- Implementing categories
- Assign a process to a category
- Assignment strategies
- Managing workflow categorizations
- Search for a process
- Tools and techniques for finding workflows
- Efficiency tips
- What are resources?
- Definition and types of resources in Kofax
- Importance in workflows
- Resources designer module
- Exploring the module interface
- Key functionalities
- Create a resource and group resource
- Steps to create and manage resources
- Grouping resources for optimized usage
- Basic workflow rules
- Fundamental rules for designing effective workflows
- Common pitfalls and how to avoid them
- Overview
- Role of configurations in document processing
- Integration with other modules
- Data designer module
- Features and capabilities
- Navigating the interface
- Separation profiles
- Creating document and folder-level separation profiles
- Extraction group
- What is an extraction group?
- Steps to create and configure extraction groups
- Create field groups and document types
- Defining and organizing field groups
- Document type configurations and applications
- Classification group
- Defining classification groups
- Associating extraction groups with classification setups
- Folder type
- What is a folder type?
- Creating and managing folder types and fields
- What is the classification group?
- Explaining classification groups in detail
- Importance in the classification process
- Create a classification group
- Steps for creating a classification group
- Add an extraction group to a classification group
- Integrating extraction capabilities
- Configuring for optimal performance
- What is a folder type?
- Definition and function of folder types in Kofax
- Benefits of using folder types in document management
- Create a folder type and create folder fields
- Steps to create a new folder type
- Configuring fields for folders to categorize and manage documents effectively
- What are variables?
- Explanation of different types of variables in workflows
- Importance of variables in dynamic configurations
- Configure process capture properties – Initialize from scan, classification group, and separation
- Setting up initial capture properties for efficient processing
- Detailed configurations based on document and workflow requirements
- Create variables – Document and folder
- Steps to define and implement document and folder variables
- Usage scenarios for variables in workflows
- Classification node configuration
- Configuring the classification node for optimal performance
- Troubleshooting common issues with classification nodes
- Document review node configuration
- Setting up and customizing document review nodes
- Enhancing document review processes
- Extraction node configuration
- Steps to configure extraction nodes for accurate data capture
- Validation node configuration
- Ensuring data accuracy through validation node settings
- Workflow enhancements through validation techniques
- Configure an activity SLA
- Setting up service-level agreements for activities
- Monitoring and managing SLAs in real-time
- Overview
- Introduction to Kofax TotalAgility site and form capabilities
- Key features and benefits
- Form designer module
- Navigating the form designer
- Essential tools and components for form creation
- Create a site (website)
- Steps to create a site within Kofax TotalAgility
- Customizing sites for specific business needs
- Create a manual login form
- Designing secure login forms
- Integration with site security
- Create a scan and create new job form
- Setting up forms for initiating document scanning jobs
- Customizations to enhance user experience and efficiency
- Create take activity forms
- Forms for managing various activities within workflows
- Add site navigation
- Implementing intuitive navigation within sites and forms
- Access a site and forms
- Techniques for accessing and utilizing sites and forms
- Troubleshooting access issues
- Overview
- Introduction to the Transformation Designer module
- Role in the Kofax TotalAgility system
- Project types - Classification, extraction, and shared
- Different types of projects within the Transformation Designer
- Opening projects
- Steps to open existing projects
- Tips for managing multiple projects
- Connection to Kofax TotalAgility Extraction and Classification Groups
- Integrating with other modules for enhanced functionality
- Configuring connections for optimal performance
- What is classification?
- Detailed explanation of classification in document processing
- Benefits and strategic importance
- Layout classification and configuration
- Setting up layout classification
- Advanced configuration tips
- Document sets
- Creating and managing document sets for classification
- Importance in training and system accuracy
- Assign sample documents to classes
- How to select and assign documents
- Impact on classification accuracy
- Layout classification setup
- Detailed setup process for layout classification
- Test classification
- Methods for testing classification setups
- Interpreting test results and making adjustments
- What is extraction?
- Overview of the extraction process in document management
- Key benefits and uses
- Document sets
- Utilizing document sets in extraction processes
- Managing document sets for effective extraction
- Available locator methods
- Overview of different locator methods
- Choosing the right method for specific tasks
- Locator properties
- Detailed explanation of locator properties
- How to optimize locators for accuracy?
- Configure the advanced zone locator
- Steps to set up an advanced zone locator
- Tips for achieving precise results
- Cleanup profiles and anchors
- Creating and using cleanup profiles
- Importance and setup of anchors in extraction
- OMR group zones
- Implementing OMR (Optical Mark Recognition) in workflows
- Configuring OMR for various document types
- Map locator values to extraction fields
- Linking locator outputs to specific extraction fields
- Enhancing data accuracy and efficiency
- Anchors
- Role of anchors in stable extraction setups
- Configuring anchors for different document layouts
- View extraction results
- Techniques for viewing and analyzing extraction outcomes
- Adjusting parameters for improved results
- Text extraction
- Extracting text from documents
- Optimization strategies for high accuracy and reliability
- Case vs. business process
- Comparing case-based and business process approaches
- When to use each approach?
- Case and process design components, configuration, implementation
- Key components in case and process designs
- Configuring and implementing designs effectively
- Categories
- Utilizing categories in case management
- Benefits of categorization in complex workflows
- Node types: Common, Capture, Microsoft, CMIS, HP TRIM, Script, other
- Overview of different node types and their functions
- Selecting appropriate nodes for specific processes
- Loan application use case scenario
- Detailed walkthrough of a loan application process
- Applying case-based principles to real-world scenarios
- Process variables
- Definition and types of process variables
- Usage of variables in workflow customization
- Server variables
- Overview of server-specific variables
- Configuring and utilizing server variables effectively
- System variables
- Explaining system variables and their roles
- Integration of system variables into workflows
- Document variables
- Use of document variables in managing document-specific data
- Setting up and applying document variables
- Folder variables
- Importance of folder variables in organization and categorization
- Configuration and application of folder variables
- Data access
- Methods of accessing data within Kofax Total Agility
- Creating a real-time connection to an external database
- Steps to establish real-time database connectivity
- Troubleshooting common connection issues
- Different types of database access (Table, Stored Procedure, View)
- Exploring various access methods and their applications
- Optimizing database interactions for workflow processes
- Activity and email notifications
- Configuring activity-based notifications
- Document creation
- Techniques for automated document creation
- Integration of document creation into business processes
- Building forms for the loan application process
- Designing forms specific to loan applications
- Customization to enhance user experience and data collection
- Changing navigation
- Methods to modify and improve navigation in applications
- Enhancing user interface for better workflow management
- Navigation security
- Implementing security measures in navigation
- Ensuring secure access and data protection
- Form security
- Techniques to secure forms from unauthorized access
- Formatting/customizing forms
- Detailed steps for form customization
- Utilizing design elements to enhance form functionality
- Adding images
- Integrating images into forms for better visual guidance
- Tips for optimal image placement and usage
- Adding controls
- Overview of different controls available for forms
- Strategies for effective control integration
- Repositioning controls
- Techniques for rearranging form controls
- Connect the capture applications process to the loan process
- Linking capture processes with loan application workflows
- Enhancing process efficiency through integration
- Loop node
- Explanation and configuration of loop nodes in workflows
- Create a new job node
- Steps to create and configure a new job node
- Role of job nodes in process management
- Setting email integration
- Configuring email as an input source for workflows
- Managing email inputs for effective data capture
- Configuring watched folders integration
- Setting up watched folders for automatic document capture
- Text export connector
- Overview of the text export connector
- Configuring and utilizing the connector for data export
- Downloading and installing the connector
- Step-by-step guide for connector installation
- Troubleshooting installation issues
- Configuring the process
- Detailed configuration steps for optimal performance
- Integration tips for seamless data flow
- Configuring the export connector
- Advanced settings for the export connector
- Ensuring reliable and secure data export
- Creating the device creates a new job form
- Steps to create a form for new job initiation via MFPs
- Customizing forms to fit device-specific requirements
- Configuring the process with a precondition
- Setting preconditions for process initiation
- Enhancing process control and automation
- Managing devices
- Strategies for effective device management within workflows
- Monitoring and maintaining device performance
- Download and install the Multi-Functional Peripherals (MFPs) emulator
- Instructions for downloading and installing MFP emulators
- Benefits and uses of MFP emulation in testing and development
- MFP emulation
- Exploring the capabilities and setup of MFP emulation
- Utilizing emulation to simulate real-world usage scenarios
Target Audience for Kofax Training Course
The Kofax training program can also be taken by professionals at various levels in the organization.
- Data Entry Specialists
- Document Analysts
- OCR Specialists
- Automation Engineers
- IT Professionals
- Compliance Officers
- Data Analysts
- Process Analysts
- Financial Analysts
- Operations Specialists
- Project Coordinators
- Managers
Prerequisites for Kofax Training
Employees with a basic understanding of SQL databases and familiarity with programming concepts can take up the Kofax training course.
Corporate Group Training Delivery Modes
for Kofax Training
At Edstellar, we understand the importance of impactful and engaging training for employees. To ensure the training is more interactive, we offer Face-to-Face onsite/in-house or virtual/online for companies. This approach has proven to be effective, outcome-oriented, and produces a well-rounded training experience for your teams.
![Virtual trainig](https://cdn.prod.website-files.com/6482a3cf7db698c2a80cc5e6/66a7164b644a6ab3a848bcbb_666a7daea1425d1c8c46e4dc_virtual%20(1).webp)
Our virtual group training sessions bring expert-led, high-quality training to your teams anywhere, ensuring consistency and seamless integration into their schedules.
![On-site trainig](https://cdn.prod.website-files.com/6482a3cf7db698c2a80cc5e6/66a714bec3484ec6063637ab_666a7df035c1672d30534b8a_on-site%20(1).webp)
Edstellar's onsite group training delivers immersive and insightful learning experiences right in the comfort of your office.
![Off-site trainig](https://cdn.prod.website-files.com/6482a3cf7db698c2a80cc5e6/66a715b4b7fa405797dda23f_666a7e442e04071915366eed_off-site%20(1).webp)
Edstellar's off-site group training programs offer a unique opportunity for teams to immerse themselves in focused and dynamic learning environments away from their usual workplace distractions.
Explore Our Customized Pricing Package
for
Kofax Corporate Training
Elevate your team's performance with our customized Kofax training. Find transparent pricing options to match your training needs. Start maximizing your team's potential now.
64 hours of training (includes VILT/In-person On-site)
Tailored for SMBs
160 hours of training (includes VILT/In-person On-site)
Ideal for growing SMBs
400 hours of training (includes VILT/In-person On-site)
Designed for large corporations
Unlimited duration
Designed for large corporations
Edstellar: Your Go-to Kofax Training Company
Experienced Trainers
Our trainers bring years of industry expertise to ensure the training is practical and impactful.
Quality Training
With a strong track record of delivering training worldwide, Edstellar maintains its reputation for its quality and training engagement.
Industry-Relevant Curriculum
Our course is designed by experts and is tailored to meet the demands of the current industry.
Customizable Training
Our course can be customized to meet the unique needs and goals of your organization.
Comprehensive Support
We provide pre and post training support to your organization to ensure a complete learning experience.
Multilingual Training Capabilities
We offer training in multiple languages to cater to diverse and global teams.
What Our Clients Say
We pride ourselves on delivering exceptional training solutions. Here's what our clients have to say about their experiences with Edstellar.
"Edstellar's IT Service Management training has been transformative. Our IT teams have seen significant improvements through multiple courses delivered at our office by expert trainers. Excellent feedback has prompted us to extend the training to other teams."
"Edstellar's quality and process improvement training courses have been fantastic for our team of quality engineers, process engineers and production managers. It’s helped us improve quality and streamline manufacturing processes. Looking ahead, we’re excited about taking advanced courses in quality management, and project management, to keep improving in the upcoming months."
"Partnering with Edstellar for web development training was crucial for our project requirements. The training has equipped our developers with the necessary skills to excel in these technologies. We're excited about the improved productivity and quality in our projects and plan to continue with advanced courses."
"Partnering with Edstellar for onsite ITSM training courses was transformative. The training was taken by around 80 IT service managers, project managers, and operations managers, over 6 months. This has significantly improved our service delivery and standardized our processes. We’ve planned the future training sessions with the company."
"Partnering with Edstellar for onsite training has made a major impact on our team. Our team, including quality assurance, customer support, and finance professionals have greatly benefited. We've completed three training sessions, and Edstellar has proven to be a reliable training partner. We're excited for future sessions."
"Edstellar's online training on quality management was excellent for our quality engineers and plant managers. The scheduling and coordination of training sessions was smooth. The skills gained have been successfully implemented at our plant, enhancing our operations. We're looking forward to future training sessions."
"Edstellar's online AI and Robotics training was fantastic for our 15 engineers and technical specialists. The expert trainers and flexible scheduling across different time zones were perfect for our global team. We're thrilled with the results and look forward to future sessions."
"Edstellar's onsite process improvement training was fantastic for our team of 20 members, including managers from manufacturing, and supply chain management. The innovative approach, and comprehensive case studies with real-life examples were highly appreciated. We're excited about the skills gained and look forward to future training."
"Edstellar's professional development training courses were fantastic for our 50+ team members, including developers, project managers, and consultants. The multiple online sessions delivered over several months were well-coordinated, and the trainer's methodologies were highly effective. We're excited to continue our annual training with Edstellar."
"Edstellar's IT service management training for our 30 team members, including IT managers, support staff, and network engineers, was outstanding. The onsite sessions conducted over three months were well-organized, and it helped our team take the exams. We are happy about the training and look forward to future collaborations."
"Edstellar's office productivity training for our 40+ executives, including project managers and business analysts, was exceptional. The onsite sessions were well-organized, teaching effective tool use with practical approaches and relevant case studies. Everyone was delighted with the training, and we're eager for more future sessions."
"Edstellar's quality management training over 8 months for our 15+ engineers and quality control specialists was outstanding. The courses addressed our need for improved diagnostic solutions, and the online sessions were well-organized and effectively managed. We're thrilled with the results and look forward to more."
"Edstellar's digital marketing training for our small team of 10, including content writers, SEO analysts, and digital marketers, was exactly what we needed. The courses delivered over a few months addressed our SEO needs, and the online sessions were well-managed. We're very happy with the results and look forward to more."
"Edstellar's telecommunications training was perfect for our small team of 12 network engineers and system architects. The multiple online courses delivered over a few months addressed our needs for network optimization and cloud deployment. The training was well-managed, and the case studies were very insightful. We're thrilled with the outcome."
"Edstellar's professional development training was fantastic for our 50+ participants, including team leaders, analysts, and support staff. Over several months, multiple courses were well-managed and delivered as per the plan. The trainers effectively explained topics with insightful case studies and exercises. We're happy with the training and look forward to more."
Get Your Team Members Recognized with Edstellar’s Course Certificate
Upon successful completion of the Kofax training course offered by Edstellar, employees receive a course completion certificate, symbolizing their dedication to ongoing learning and professional development.
This certificate validates the employee's acquired skills and is a powerful motivator, inspiring them to enhance their expertise further and contribute effectively to organizational success.
![Course Completion Certificate](https://cdn.prod.website-files.com/6482a3cf7db698c2a80cc5e6/6669304937faf60f9468bd45_Certificate%20of%20Attendance%202%20jpeg.webp)
![](https://cdn.prod.website-files.com/6482a3cf7db698c2a80cc5e6/6669304737faf60f9468b718_Mask%20group.webp)
We have Expert Trainers to Meet Your Kofax Training Needs
The instructor-led training is conducted by certified trainers with extensive expertise in the field. Participants will benefit from the instructor's vast knowledge, gaining valuable insights and practical skills essential for success in Access practices.