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Add a new organization based on an existing organization

If there is an organization that has many configuration settings that you need, you can use that organization and copy its settings to a new organization.

In order to use the various features of Kofax AP Agility, a license is required.

You can create a new organization based on this existing organization by following these steps.

  1. Log on to the Kofax AP Agility Workspace as a user with Administrator permissions.
  2. On the menu, select Settings > Organizations.

    The Organizations page is displayed.

  3. Click New.

    The Create New Organization window is displayed.

  4. From the Create a New Organization from field, select Existing Organization.

    The Select list is populated with available templates.

  5. Select an existing organization from the Select list.

    A description based on your selections is added to the Description field.

  6. Click Next.

    The Organization tab is displayed and your new organization is pre-populated with the same values as the existing organization.

  7. Edit the Organization Name so that it relates to your new organization.
  8. Edit the rest of the settings as needed for your new organization.
  9. Click Create Organization.

    A new organization is created and you can now edit that organization as needed.

  10. Optionally, click Close.

    You are returned to the list of organizations on the Organizations window.

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