What’s new in Kofax TotalAgility 7.8 from RPI Consultants

Kofax TotalAgility 7.8 was released in July 2020. This update comes with a ton of new features and enhancements, including many related to Capture, Transformation Designer, and TotalAgility Cloud. If you are running Kofax TotalAgility 7.7 or earlier, there are a lot of great reasons to considering upgrading.

Join RPI Consultants for a deep dive into all things Kofax TotalAgility 7.8 and prepare for you upgrade today.

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Transcript

Patrick Wise:

Welcome everyone to our What’s New in Kofax TotalAgility 7.8 webinar. Kofax TotalAgility 7.8 was released in July of this year. This update comes with a ton of new features and enhancements, including many related to Capture, Transformation Designer and TotalAgility Cloud. If you’re running Kofax TotalAgility 7.7 or earlier, there are a lot of great reasons to consider upgrading. And we’re going to talk to you a little bit about what some of those reasons are along with some ideas about how to get more out of your investment in Kofax TotalAgility. I want to take a few moments here to introduce myself and Oscar, and then we’ll get started. My name is Patrick Wise, I am a senior account executive here at RPI and I have over 16 years of industry experience. I am a Kofax certified technology specialist and I live and work in and around the Nashville, Tennessee area. And without further ado, I’ll kick it over to Oscar so he can get introduced and take it away.

Oscar Guiterrez:

My name is Oscar Gutierrez. I’m a Kofax certified consultant with over six years of experience with Kofax TotalAgility. Today, we’re going to be discussing all things Kofax TotalAgility 7.8, what an upgrade looks like, the best use cases for TotalAgility 7.8, important things to know about support and end-of-life and we’re going to finalize today with summary questions. So all things Kofax TotalAgility we’ll review some of the main features that Kofax has included in this new release. Including, Kofax quick capture, quick capture is a new design environment that enables business users to create capture solutions easily without the need of training. The workload can include document review, validation, verification, rescan and making the documents available for download. Another feature that Kofax has included is Capturing InPlace Editor. This InPlace Editor is a panel and validation client that allows fields and images snippets to go through to the panel

Oscar Guiterrez:

instead of moving the focus around from the document form. This is useful scenarios where you want to keep the physical focus location stationary on the screen. Also, a new business process type custom services is available under the workload menu that enabled you to provide custom logic that can be made available from within a process, business rule, case definition or form. You can create a custom service group that can be used with a cousin services. You can add web servers references and server variables from within a custom service and save them to a category. Also, Kofax that’s included a new note tab, complex variable. This is added to the menu and played the context of a complex variable. You can add, delete, and get rows and update cell values within rows. You can use a complex variable node with inquiries when you create a process. Also, Kofax has included tagging in this release.

Oscar Guiterrez:

Now you can tag items and easily find them utilizing a specific identifying tag. Kofax has also included brand new APIs in this release. Some of these APIs include the export folder or document the API. This API is available on the SDK capture document service. You can call this API to automatically prepare the files as per export was a quick capture and download the files to your disc. Also, the good machines and their type status API has been included in this release. This document that API returns a list of all the machines on the system, including the machine ID, the machine name, service type, active and inactive status. This is useful for Kofax administrators that are trying to gauge the size of their organization. One of the key features that Kofax has included in 7.8 is a web capture service backwards compatibility. The older version, so that web capture service can be utilized with the new version of the scan client without forcing the users to update. This extremely useful for organizations that have multiple clients and each station would need to have an update before the upgrade actually goes live. This will allow us to properly mitigate and evaluate the upgrade process for Kofax TotalAgility

Oscar Guiterrez:

web captures service. Also, Kofax has included .net SDK functions to execute online learning. A new .net SDK functions available, which when used in form actions to execute online learning system task immediately. These way a person demonstrating TotalAgility can explicitly execute online learning and does not have to wait for the system test occur. One of the main features that Kofax has included in this release is the OmniPage recognition engine, a new recognition engine available for page and some recognition. This engine is installed alongside transformation designer, and it’s the default engine when creating a new recognition profile. This recognition engine replaces RecoStar and FineReader recognition engines that will be deprecated [inaudible 00:04:55] the next release of Kofax TotalAgility. In addition, Kofax has included general enhancements that will enhance the user experience and the developer experience when working with Kofax TotalAgility 7.8. One of these main enhancements that include the show associated items, association are extended throughout the product and you will be well to easily identify the items that impact other items.

Oscar Guiterrez:

You can be associations for a process, form, resource personas, extraction groups, classifications, resources, and scans, document types, folder, and profiles. This will allow you to easily identify what items might be preventing you to modifying an item or deleting an item. This is actually a great feature that Kofax has included as before you would only have visibility from within the process or within the forms. Now it’s been extended to all different types of variables and processes that Kofax has. Also Kofax is included, Capture fuzzy search enhancements, these enhancements include the defined column width. Now you can customize the column with within the pop-up window would watching a fuzzy search. This improves the user efficiency as columns can be sized appropriately to show the expected content, instead of resizing them manually each time. You can define the overall pop-up window, width, height, and pixels or percentage, and to find a column with of each table column in pixels or by percentage. Also, the configured display column in designer you can provide user-friendly named for the column headers. This improves user efficiency to ensure only the required columns are displayed in the most logical order.

Oscar Guiterrez:

Also, an information message for the user during and after the search has been inclu