Welcome > Create a new solution > Solution documents > Provide solution details

Provide solution details

  1. Provide a unique Solution name.
    The name can have a maximum of 40 characters. This name is also used for associated processes and forms of the solution. The name of a newly generated form is saved in the following format: <Solution name>_<activity name>. For example, Solution1_Validation for the Validation activity.
    Note

    • If the given solution name already exists, an error is displayed.

    • Special characters are not supported for a solution name.

    • If an existing item, such as form or group has the same name as the solution, you can either change the name of the existing item or rename the solution and publish again.

    • If you rename the solution after it is published, the existing items will not reflect the updated name; however, the newly created items are named with the updated solution name.

  2. To create a capture form, select Yes for Allow capture using MFD only using the toggle button.

    This enables capturing documents using an MFD only and hence it does not appear on the Capture Solution's list within the Workspace.

    To view the form in Kofax TotalAgility Workspace, select No for Allow capture using MFD only.

  3. Configure document types for your solution. See Document types.
  4. Save or publish the solution.
  5. To close the solution, click Close on the Action bar.

    On confirmation, the solution is closed.

Document types

You can publish a solution by configuring a valid document type. A valid document type involves configuring and training document types.

Note Click the info panel on the right side for more information about document types.

To configure a document type, do the following:

  1. Select the language of the documents to be processed by the solution.

    This helps the system process the documents with the correct settings.

  2. Do either of the following.

    Use the Default document type.

    Select Yes or No for Default using the toggle button.

    Create a new document type.

    To create a new document type:

    1. Click New Document type. The Document Type box appears.

    2. Click inside the Document Type box.

    3. Click the Add documents button. Set up as many document types and choose one as the default type.

      Note The documents that the system cannot identify are grouped as the default type or remain unclassified if you do not select a default document type.

    4. The Upload pop-up appears.

    5. Browse the file you want to upload and click OK.

      Note

      • The supported file types are TIFF, JPEG, PNG and PDF.

      • Ensure that the documents are readable and have good quality with high resolution and no scan artefacts.

      • Ensure to use only samples of the same type in a document type.

      • Avoid long documents with several pages.

      • Avoid full color images; we recommend you use bitonal images.

      • Provide at least three to five documents for document type to be grouped as classification.

      • If you configure only one document type for the solution, the document type is automatically configured as the default classification type.

      The classification results are displayed as a colored circle with a tool tip indicating the quality of classification.

      • Green: Indicates high quality

      • Orange: Indicates medium quality

      • Red: Indicates low quality

        Note If the documents are found in the wrong group, a warning is displayed on those documents for easier identification of the incorrect grouping.

  3. Click Train.

    If you configure document type and do not train it, you cannot publish the solution.

  4. Click Publish.

    The system automatically collects more samples at runtime when needed.

    The process is generated with a classification activity and an Image processing activity to convert PDFs to images for processing.