When you open Quick RPA from the TotalAgility Apps, the following is the default web page that loads.

The initial view of Quick RPA includes the following elements.

Kofax logo

The Kofax logo. You can click this logo to come back to the Home page from anywhere in the application.

Kofax TotalAgility Quick RPA

The application name.

Logged-on user's name

Click  to display the following options:

• Profile: Allows you to edit your profile.

• Logout: Logs you out of Quick RPA.

Help button

Click  to open the Quick RPA help.

Refresh button

Click  to refresh the window and display the newly added or modified items.

Import

Allows you to import a workflow.

Category list

Displays the list of categories that the logged-on user has access to. The user's working category is selected by default.

Search field

Lets you locate an item by name.

Enter the item name and click . Items belonging to the criteria are displayed. If no items related to search criteria exist, then an empty list is displayed. On clearing the search criteria, all the items from the working category are displayed.

Create new RPA workflow button

Allows you to create a new RPA workflow.

When you already have existing workflows and open Quick RPA, the initial view displays the following buttons.

Refresh button

Click this button to refresh the window and display the newly added or modified items.

New button

Click this button to create a new RPA workflow.

Import button

Click this button to import a process into the Quick RPA workflow.

How to:

• Create a Quick RPA workflow

• Create variables

• Configure Quick RPA workflow

See also:

• Log on to Quick RPA

• Quick RPA workflow designer