Help for Kofax TotalAgility
  • Welcome
  • Get started
    • How Does TotalAgility Work?
    • Home page
    • Module
    • Commonly used procedures
      • Log on to Kofax TotalAgility
      • Filter, refresh, search and expand items
      • Consume an item
        • Consumable items
      • Modify an item
      • Configure the extended properties for an item
      • Provide values for parameters
      • Use variables in rule editors
      • Lock or unlock an item
      • Delete an item
      • Close an item
      • Stop and start the Kofax TotalAgility services
      • Create metadata
    • Commonly used buttons and icons
      • Action bar buttons
      • Generic buttons and icons
      • Process Designer icons
      • Form Designer buttons
      • Data module buttons and icons
    • Name conventions
  • Process Designer module
    • Process designing interface
      • Modeling bar of Process Designer
      • Toolbox
      • Satellite
    • Design a process map on the Integration Server
    • Design a capture process
    • Design a basic process map
      • Activity
        • Add an activity
        • Configure the properties of an activity
          • Configure the general properties of an activity
            • Change an activity type
            • Configure the target due date
            • Service Level Agreement
              • Set the SLA status indicator for an activity
          • Activity input and output
            • Configure the input and output variables for an activity
          • Assign resources and roles to an activity
            • Assign resources by applying rules
            • Assign resources without applying rules
            • Reuse resources
            • Update activity resource information
          • Associate a business event with an activity
          • Configure the partial completion property for an activity
          • Set up email notification for an activity
          • Configure the advanced properties of an activity
            • Branching rules
              • Configure branching rules
            • Associate states with an activity
            • Dependents
              • Add dependants to an activity
            • Preconditions
              • Set up activity preconditions
            • Associate a milestone with an activity
          • Configure triggers for an activity
        • Cut, copy and paste nodes within a process
      • Decision node
        • Add a decision
        • Configure the properties of a decision
          • Configure the general properties of a decision
          • Configure the advanced properties of a decision
          • Configure the condition text for a decision
      • Annotations and attachments
        • Add an annotation
        • Add an attachment
      • Loop
      • End node
        • Add an end node
        • Configure the properties of an end node
          • Configure the general properties of an end node
          • Configure the advanced properties of an end node
      • Save and release processes
        • Save and release a map
    • Create cases
      • Compare a process and a case
      • Creating a case
      • Create a case fragment
    • Use additional modeling methods
      • Pools and lanes
        • Add pools and lanes
      • Message flows
        • Link pools using a message flow
      • Collaboration activity
        • Add a Collaboration activity
      • BPMN event types
        • Set the event type
    • Configure the properties of a process
      • Configure the general properties of a process
      • Configure the capture properties of a process
      • Resource related properties of a process
        • Configure the resource related properties of a process
      • Exceptions
        • Associate an exception handling map with a process
      • Activity notifications
        • Set up activity notification for a process
      • Predictive models
        • Create a predictive model
        • Evaluate the predictive model score within a process
        • Access the predictive score for a job
      • Triggers
        • Duration triggers
          • Define triggers for job duration escalations
        • Budget triggers
          • Define triggers for budget escalations
        • Milestone triggers
          • Create milestone triggers
        • Alert task
          • Create an alert task
          • Additional information about due date for an alert task
        • Triggers and escalation map initialization parameters
      • View and open case fragments for a case
      • Associations
        • View associations for a process
      • Configure the advanced properties of a process
        • Configure case completion
        • Virtual folders
          • Create virtual folders
          • Add index fields to a virtual folder
        • Configure the retention period for a process
      • View the basic information for a process
    • Process variables
      • Create process variables
        • Create a checklist variable
        • Create a complex and a dynamic complex variable
        • Create a data backbone variable
        • Create a document Variable
        • Create a folder variable
        • Create a variable of JSON Expression type
        • Use document or folder variables
        • Add a system variable to a process
        • Create an XML variable
        • Create a variable of XML Expression Type
    • Map states
      • Create a state
      • Associate a Restart action with a state
      • Associate an Event action with a State
      • Associate a New Job action with a state
    • Map milestones
      • Create a milestone
    • Process events
      • Create a process event
      • Record process events
    • Roles
      • Types of roles
      • Create a role
    • Process notes
      • Update process notes
    • Document set
      • Configure a document set
    • Work with processes
      • Open and modify a process
      • Open a version of a process
      • Rename a process
      • Create a copy of a process
      • Revert a process to a previous version
      • Delete a process
      • Export processes
      • Import processes
        • About importing processes between version of TotalAgility
      • Import work allocation rule
      • Export work allocation rules
      • Import an XPDL map
        • Map between XPDL notation and TotalAgility
      • Import languages
      • Export languages
    • Activity types
      • Common activities
        • Embedded process
          • Configure an embedded process
        • .NET activity
          • Configure a .NET activity
        • Web Service activity
          • Configure a Web Service activity
        • Create New Job activity
          • Configure a Create New Job activity
        • Create Subjob activity
          • Configure a Create Subjob activity
          • Create a Subjob Activity with Advanced Workflow Rules
        • Data Access activity
          • Configure a Data Access activity
        • Synchronization activity
          • Configure a Synchronization activity
        • Loop activity
          • Configure a Loop activity
        • Expression activity
          • Configure an Expression activity
            • Text Function
            • Date Function
            • Math Function
        • Business Rule activity
          • Configure a Business Rule Activity
        • Email activity
          • Configure an Email activity
          • Create an inline template for email
        • Kapow activity
          • Configure a Kapow activity
        • Document Received activity
          • Configure a Document Received activity
        • Document State activity
          • Configure a Document State activity
        • Evaluate Document Set activity
          • Configure an Evaluate Document Set activity
        • Add Document Type activity
          • Configure an Add Document Type activity
        • SignDoc activity
          • Configure a SignDoc activity
        • CCM Compose activity
          • Configure a CCM Compose activity
        • CCM Distribute activity
          • Configure a CCM Distribute activity
        • CCM Pack activity
          • Configure a CCM Pack activity
      • Capture activities
        • Extraction activity
          • Configure an Extraction activity
        • Classification activity
          • Configure a Classification activity
        • Scan activity
          • Configure a Scan activity
        • Validation activity
          • Configure a Validation activity
        • Verification Activity
          • Configure a Verification activity
        • Document Review activity
          • Configure a Document Review activity
        • PDF Generation activity
          • Configure a PDF Generation activity
        • Image Processing activity
          • Configure an Image Processing activity
        • Composite activity
          • Configure a Composite activity
        • Delete activity
          • Configure a Delete activity
        • Export activity
          • Configure an Export activity
        • Transfer activity
          • Configure a Transfer activity
        • Document Conversion activity
          • Configure a Document Conversion activity
        • Image Quality Analysis activity
          • Configure an Image Quality Analysis activity
      • Microsoft activities
        • SharePoint Create Site activity
          • Configure a SharePoint Create Site activity
        • SharePoint Create Folder activity
          • Configure a SharePoint Create Folder activity
        • SharePoint Add Item activity
          • Configure a SharePoint Add Item Activity
        • SharePoint Delete Item activity
          • Configure a SharePoint Delete Item activity
        • SharePoint Uploader activity
          • Configure a SharePoint Uploader activity
        • SharePoint Move Item activity
          • Configure a SharePoint Move Item activity
        • SharePoint Get Document activity
          • Configure a SharePoint Get Document activity
        • Dynamics CRM activity
          • Create an Entity Instance in Dynamics CRM
          • Update an Entity Instance in Dynamics CRM
          • Retrieve an entity instance details from Dynamics CRM
          • Delete an Entity Instance from Dynamics CRM
        • Exchange Server Get Attachments activity
          • Configure the Exchange Server Get Attachments activity
      • CMIS activities
        • CMIS Get Document activity
          • Configure the CMIS Get Document activity
        • CMIS Add Document activity
          • Configure the CMIS Add Document activity
        • CMIS Update Document activity
          • Configure the CMIS Update Document activity
        • CMIS Create Folder activity
          • Configure the CMIS Create Folder activity
        • CMIS Check In Document activity
          • Configure the CMIS Check In Document activity
        • CMIS Cancel Checkout Document activity
          • Configure the CMIS Cancel Checkout Document activity
        • CMIS Find Document activity
          • Configure the CMIS Find Document activity
      • HP TRIM activities
        • TRIM Create Folder Activity
          • Configure the TRIM Create Folder activity
        • TRIM Add Document activity
          • Configure the TRIM Add Document activity
        • TRIM Get Document activity
          • Configure the TRIM Get Document activity
      • Script activities
        • Script activity
          • Configure a Script activity
        • .NET Script activity
          • Configure a .NET Script activity
      • Other activities
        • XML activity
          • Configure an XML activity
        • Resource Info activity
          • Configure a Resource Info activity
        • Job Owner activity
          • Configure a Job Owner activity
        • Job Variable activity
          • Configure a Job Variable activity
        • Sleep activity
          • Configure a Sleep activity
        • Supporting Info activity
          • Configure a Supporting Info activity
        • RESTful Service activity
          • Configure a RESTful Service activity
        • Document Creation activity
          • Configure a Document Creation activity
          • Create a Placeholder in a Microsoft Word document
        • Ready for Review activity
          • Configure a Ready for Review activity
      • Mime types
    • Skins
      • Create a process template
      • Modify a process template
      • Create and customize a skin
      • Override the values of process variables
      • Override template thread pools in a skin
      • Override template thread pools for an automatic activity in a skin
      • Create a skin rule
      • Modify an existing skin
      • Revert the skin to a previous version
      • Reevaluate skins
    • Business rules
      • Create a business rule
      • Test a business rule
      • Work with business rules
    • System processes
      • SYSTEM Active Directory Synchronization
        • Synchronize Active Directory with TotalAgility
    • Split process map
    • Simulations
      • Simulation designing interface
      • Create a simulation
      • Add processes to simulate
      • Add resources for simulation
      • Run a simulation
      • Work with simulations
      • View simulation results
        • Simulation summary results
        • Simulation results for a process
        • Simulation activity results
        • Simulation results for a resource
    • Translations
      • Translate the process element into supported languages
  • Form Designer module
    • Forms designing interface
    • Modeling bar of Form Designer
    • Create a form
    • Automatically generate forms
      • Build a Create New Job form
      • Build a Logon form
      • Build a Multiview Activity form
      • Build a Multiview form
      • Build a Take Activity form
      • Build a Scan Create New Job form
      • Build a Folder form
      • Build a Document form
      • Build a Device Create New Job form
        • Additional information on Device Create New Job form
      • Customize the capture forms
    • Manually create a form
      • Create a desktop form
      • Create a phone form
      • Create a tablet form
    • Automatically generate MFP forms
      • Build an MFP Work Queue form
      • Build an MFP Scan Create New Job form
      • Build an MFP Take Activity form
    • Manually create an MFP form
    • Log on to TotalAgility using a phone or tablet form
    • Save, release and deploy a form
    • Configure the form properties
      • Configure the general properties of a form
      • Configure the properties specific to a touch-enhanced form
        • Define action menus for a touch-enhanced form
        • Configure a header toolbar
        • Configure a footer toolbar
      • Assign maintenance access
      • Define JavaScript functions on a form
      • Configure the advanced properties of a form
      • View the basic information for a form
    • Form variables
      • Create form variables
    • Form controls
      • Basic controls
        • Add basic controls to a form
        • Add columns, rows and cells to a form
        • Properties of a Cell
        • Properties of a Label
        • Properties of a Text Box
          • Masked Text box
        • Properties of a Button
        • Properties of a Table
          • Add columns to a Table
            • Add controls to a table column
              • Add a Text Box to a table column
              • Add a Drop-Down List to a table column
              • Add a Check Box to a table column
              • Add a Calendar to a table column
              • Add a Hyperlink to a table column
              • Add an Image to a table column
              • Add an Action List to a table column
          • Advanced properties of a Table
        • Properties of a Drop-Down List
          • Configure the data for a Drop-Down List
        • Properties of a Check Box
        • Properties of a Radio Button List
          • Configure the data for a Radio Button List
        • Properties of a Calendar
        • Properties of a Tab
          • Add tabs to a Tab control
        • Properties of a Hyperlink
        • Properties of an Image
          • Add images to a form
        • Properties of a Horizontal Rule
        • Properties of a Chart
          • Configure a Chart control
        • Properties of a List
          • Configure the data store
          • Configure the row
          • Configure the swipe buttons
      • Advanced controls
        • Add advanced controls to a form
        • Case Health control
          • Properties of Case Health
        • Embedded Page control
          • Properties of an Embedded Page
          • Configure a target page
        • Entity Instance control
          • Properties of an Entity Instance
        • File Upload control
          • Properties of a File Upload control
            • General properties of a File Upload control
            • Display properties of a File Upload control
            • Advanced properties of a File Upload control
          • Change the size limit for uploaded files
        • Language Selector control
          • Properties of a Language Selector
        • Mobile Capture control
          • Properties of a Mobile Capture
          • Configuration settings for a Mobile Capture control
        • Mobile Bar Code Capture control
          • Properties of a Mobile Bar Code Capture
          • Configuration settings for a Mobile Bar Code Capture control
        • Process Viewer control
          • General Properties of a Process Viewer
          • Configuration Settings for a Process Viewer control
        • Work Queue control
          • Properties of a Work Queue control
            • General properties of a Work Queue control
            • Search properties of a Work Queue control
            • Display properties of a Work Queue control
            • Update columns in a Work Queue, JobList or Workload table
        • JobList control
          • Properties of a JobList
            • General properties of a JobList
            • Search properties of a JobList
            • Display properties of a JobList
            • Customize the JobList actions
        • Checklist control
          • Properties of a Checklist
          • Use a Checklist
        • Summary control
          • Properties of a Summary control
        • Resource Tree control
          • Properties of a Resource Tree
            • General properties of a Resource Tree
            • Display properties of a Resource Tree
            • Selection properties of a Resource Tree
        • Web Capture control
          • Properties of a Web Capture control
          • Configure a Web Capture control
        • Thumbnail Viewer control
          • Properties of a Thumbnail Viewer control
        • Document Set control
          • Properties of a Document Set control
        • Job Action control
          • Properties of a Job Action Button control
            • General properties of a Job Action Button control
            • Display properties of a Job Action Button control
        • Activity Action control
          • Properties of an Activity Action control
            • General properties of an Activity Action control
            • Display properties of an Activity Action control
        • Create New Associated Job control
          • Properties of a Create New Associated Job control
            • General properties of Create New Associated Job control
            • Display properties of a Create New Associated Job control
        • Customer Communication control
          • General properties of a Customer Communication control
          • Configure a Customer Communication Control in Compose mode
          • Configure a Customer Communication Control in Re-Run and Review modes
        • Workload control
          • Properties of a Workload control
            • General properties of a Workload control
            • Search properties of a Workload control
            • Display properties of a Workload control
        • Composite control
          • Properties of a Composite control
        • Combo Box control
          • Properties of a Combo Box
        • Mini Viewer control
          • Add a Mini-Viewer Control to a form
        • Custom Action Button control
          • Properties of Custom Action Button control
          • Configure a Custom Action Button control on a form
        • Toolbar control
          • Properties of a Toolbar control
          • Configure items for a Toolbar control
        • Add actions to a form or control
          • Events and actions supported by form and basic controls
          • Events and actions supported by advanced controls
          • Events and actions supported by the capture forms and composite controls
          • Events and actions supported by the tablet and phone forms
          • Events and actions supported by a MFP form
          • Events and actions supported by the Capture Client controls
      • Copy and paste a control on a form
      • Configure the design of a control
      • Configure a label for a control
      • Set error properties for a control
      • Dynamically change the label of a control
    • Add actions to a form or control
      • Events and actions supported by form and basic controls
      • Events and actions supported by advanced controls
      • Events and actions supported by the capture forms and composite controls
      • Events and actions supported by the tablet and phone forms
      • Events and actions supported by a MFP form
      • Events and actions supported by the Capture Client controls
      • Add actions
        • Add a .NET Method action
        • Add a Condition action
        • Add an Else Condition action
        • Add an Add Row action to a table
        • Add an Apply Form Variant action
        • Add an Apply Validation action
        • Add an Alternative Extraction Search action
        • Add a Business Rule action
        • Add a Calculation Rule action
        • Add a Change Stack Order action
        • Add a Clear action
        • Add a Clear Selection action
        • Add a Close action
        • Add a Composite action
        • Add a Create Entity Instance action
        • Create a DB query
          • DB Query to view records in a table
          • DB Query to add records to a table
          • DB Query to delete database records
          • DB Query to update database records
          • DB Query to use stored procedures of a database
          • DB Query to use the database views
          • Insert multiple records into a database
        • Add a DB Query action
        • Add a Delete Row action
        • Add a Display Rule action
          • Use a display rule to collapse or expand a cell
        • Add an Else Condition action
        • Add a File Upload action
        • Add a Find Entity action
        • Add a Fuzzy Search action
        • Add a Get Entity Attributes action
        • Add a Hide Action Menu action
        • Add a JavaScript action
        • Add a Kapow action
        • Add a Print action
        • Add a Redirect action
        • Add a Refresh Capture Form action
        • Add a Refresh Page Rendition action
        • Add a Reset Form Variables action
        • Add a RESTful Service action
        • Add a Same Page action
        • Add a Scan action
        • Add a Scan Settings action
        • Add a Set Device action
        • Add a Set Entity Attributes action
        • Add a Set Focus action
        • Add a Set Language from Job action
        • Add a Show Action Menu action
        • Add a Show Message action
        • Add a Show Navigation action
        • Add an Update Row action for a table
        • Add an Update Control action
        • Add a Web Capture action
        • Add a Web Service action
        • Enumerations
      • Configure multilingual actions for a form or control
      • Associate an action with a form or a control
      • Modify an action
      • Create a copy of an action
      • Delete an action
    • Work with Forms
      • Open and modify a form
      • Open a version of a form
      • Revert a form to a previous version
      • Create a copy of a form
      • Copy a phone form to a tablet form or vice versa
      • Import a form
        • Additional information on form import
      • Export a form
      • Delete a form
      • View associations in Form Designer
      • Regenerate forms
    • Form variants
      • Create a form variant
      • Maintain a form variant
    • Navigation menus
      • Configure navigation settings
    • Sites
      • Create a site
    • Themes
      • Create a theme
    • Form template
      • Create a form template
      • Open a form template
      • Copy a form template
      • Open a version of a form template
      • Revert a form template to a previous version
      • Delete a form template
      • Unlock a form template
      • Use a form template
    • Translations
      • Export languages
      • Import a translation package
      • Translate a site element into supported languages
    • Global variables
      • Create global variables
    • Security tokens
      • Create a security token
      • Associate a security token with a control
    • Manage custom style sheets
    • Manage custom images
    • Manage custom pages
    • Style your forms
  • Data module
    • Lookups
      • Create a lookup
        • Translate a lookup
        • Create a multilingual lookup
    • Entities
      • Create an entity
        • Attribute types
        • Create a list attribute
      • Use entities in a form
      • Use entities in a map
      • Link entities within entities
    • Work types
      • Create a work type
      • Create a copy of a work type
      • Associate a work type with a map
      • View associated maps for work types
    • Checklists
      • Create a checklist item
      • Create a checklist template
      • Create a copy of a checklist template
      • Associate a checklist template with a process
      • Add comments against defined responses in a checklist
      • Apply the selected response to all questions
      • Query the status of a checklist
        • Use the control state
        • Use the AllChecked property
    • Queries
      • Create a Job query
      • Create a Work Queue query
      • Create a System query
      • Manage columns in queries
      • Share queries
      • Sort columns in queries
    • Folders
      • Add a folder type
        • Add field validation rules for a folder type
          • Validation methods
            • Standard validation
            • Regular expression validation
            • Business rule validation
            • Date validation
        • Configure validation settings for a folder
          • Use validation to define number of documents in a folder
          • Use business rules in folder validation
      • Assign maintenance access
      • Add field groups
      • Add fields to a field group
        • Configure the general properties of a field in a folder type
          • Configure the verification settings for a folder type field
        • Configure validation for folder fields
      • Add forms to a folder type
    • Extraction groups
      • Add an extraction group
      • Assign maintenance access
      • Add a document type
        • Configure the general properties of a document type
        • Configure validation rules for a document type
        • Add field validation rules for a document type
        • Configure the PDF generation settings for a document type
        • Add forms to a document type
      • Add field groups to a document type
      • Add fields to a field group
        • Configure the general properties of a field in a document type
        • Configure validation for document fields
        • Add a table field to a field group
        • Macros for devices
    • Classification groups
      • Add a classification group
      • Assign maintenance access
    • Document variants
      • Create a document variant
        • Create a copy of a document variant
        • Create an activity variant
    • Server variables
      • Create a server variable
      • View associations for a server variable
    • Field formatters
      • Date formatter
      • Amount formatter
      • Percentage formatter
      • Business rule formatter
      • Add a field formatter
    • Document templates
      • Manage document templates
    • Currency codes
      • Manage currency codes
    • Field validators
      • Add field validators
  • Resources module
    • Create a resource
      • Configure the extended settings for a resource
      • View associated groups for a resource
      • Associate a resource with a working group
      • Configure the account settings for a resource
    • Create a group resource
      • Configure the extended settings for a resource group
    • Add an external resource
    • Manage personas
      • Create a persona
      • Associate a persona with group members
  • Integration module
    • Databases
      • Set up a database connection string
      • Oracle user permissions
    • Web services
      • Web services supported by TotalAgility
      • Use a web service
      • Create a web service reference
    • .NET assemblies
      • Add a .NET assembly path
      • Use .NET assembly in a store
    • Microsoft SharePoint
      • Create a Microsoft SharePoint integration site
      • Configure TotalAgility actions resulting from SharePoint events
        • Configure a Create New Job action
        • Configure a Create Job in Case action
        • Configure a Create New Case action
        • Configure a change state action
        • Configure a Raise Event action
      • Work with SharePoint web parts
        • Define columns in a work queue web part
        • View all case jobs using the case reference
    • Microsoft Dynamics CRM
      • Link TotalAgility to Microsoft Dynamics CRM
      • Configure TotalAgility actions resulting from Microsoft Dynamics CRM events
        • Configure a Create New Job action
        • Configure a Create New Case action
        • Configure a Create Job In Case action
        • Configure a change state action
        • Configure a Raise Event action
    • CMIS
      • Add a CMIS compliant site
    • HP TRIM
      • Link TotalAgility to TRIM System
      • Configure TotalAgility actions resulting from TRIM events
        • Configure a Create New Job action
        • Configure a Create New Case action
        • Configure a Create Job in Case action
        • Configure a Change State action
        • Configure a Raise Event action
      • Search for documents in a TRIM system
    • Microsoft Outlook
      • Configure Microsoft Outlook settings for TotalAgility
      • Configure the task display settings
      • Take and complete the TotalAgility tasks from Outlook
    • Microsoft Visio
      • Add the TotalAgility Microsoft Visio Add-On to Microsoft Visio
      • Convert a Microsoft Visio drawing to TotalAgility XML File
      • Microsoft Visio drawings supported by TotalAgility
        • Flowchart diagrams
        • Business process diagrams
    • Microsoft Exchange
      • Link TotalAgility with Microsoft Exchange
      • Configure TotalAgility actions resulting from Microsoft Exchange events
        • Configure a Create New Job action
        • Configure a Create New Case action
        • Configure a Create Job in Case Action for a new mail
        • Configure a Change State Action for a new mail
        • Configure a Raise Event action
    • Microsoft Dynamics AX
      • Link TotalAgility to Microsoft Dynamics AX
      • Configure the TotalAgility actions resulting from Microsoft Dynamics AX events
        • Configure a Create New Job action
        • Configure a Create New Case action
        • Configure a Create Job In Case action
        • Configure a Change State action
        • Configure a Raise Event action
    • Kapow
      • Integrate TotalAgility with Kapow
    • SignDoc
      • Integrate TotalAgility with SignDoc
    • Import settings
      • Configure import connection settings for emails
        • Configure the SMTP settings
        • Configure the FoIP settings
      • Configure import source settings for IMAP
      • Configure import source settings for EWS
      • Configure the import source settings for external fax server
      • Configure the import source settings for FoIP
      • Configure the import source settings for POP3
      • Configure the import source settings for SMTP
      • Configure the import source settings for file
      • Kofax XML format
    • Link servers
      • Link the TotalAgility servers
    • Insight
      • Integrate TotalAgility with Insight
    • CCM
      • Integrate TotalAgility with CCM
  • System Settings module
    • Configure the settings for the system
      • General
        • Configure the general settings
        • Change the session IDs
        • Archive finished jobs
      • Forms
        • Configure the forms settings
      • Work process
        • Configure the work process settings
      • Thread pools
        • Add a thread pool
      • Exceptions
        • Configure the exceptions settings
        • Exception maps and initialization parameters
      • Scripting
        • Configure the Scripting settings
      • Resource extension
        • Configure the resource extensions settings
      • Email
        • Configure the email settings
      • License Servers
        • Configure the License Servers
      • License statistics
        • License types
        • Additional information about decrementing volume
        • Configure the license statistics
        • Reactivate the License Server in TotalAgility
      • Retention policy
        • Configure the retention policy
      • Account settings
        • Manage Account Settings
      • Node colors
        • Configure the node colors
      • Whitelist
        • Configure the whiltelist URLs and database connection strings
    • Categories
      • Create a Category
    • Schedule work
      • Add a job schedule
    • Lock and unlock
      • Search for locked and unlocked Items
    • Protected items search
      • Search for the protected items
    • Regular expressions
      • Manage regular expressions
    • Job clear down
      • Clear down jobs
    • System tasks
      • Manage system tasks
    • Devices
      • Manage devices
    • Scan/VRS profiles
      • Create a Scan/VRS profile
      • eVRS command string modules
        • Properties of specific image processing settings
        • Resolution of inconsistencies
        • Minimum Image Size
        • eVRS strings examples
      • Handling MFP scan with or without image processing
    • Document conversion profiles
      • Add document conversion profiles
    • Separation profiles
      • Create separation profiles
      • Bar code and patch code types supported by TotalAgility
      • Additional information about folder and document separation
    • PDF generation profiles
      • Create PDF generation profiles
    • Configurable keys
      • Manage configurable keys
      • Excluded shortcut keys
        • Not working in Firefox
        • Key combination with a modifier key
        • Cannot be overridden
        • Already in use by Capture Client
    • Federated security
      • Scenario 1
      • Scenario 2
      • Scenario 3
      • Scenario 4
      • Scenario 5
      • Scenario 6
      • Scenario 7
      • Scenario 8
      • Scenario 9
      • Support for authentication without federated security
      • Configure the federated security
    • Page renditions
      • Manage page renditions
    • Capture groups
      • Configure the capture groups
    • Reporting tags
      • Add reporting tags
    • Access permissions
      • Assign access permissions to different areas of TotalAgility
      • Assign access permissions for TotalAgility Designer
      • Assign access permissions for Transformation Designer
      • Assign access permissions for capture actions
      • Assign access permissions for devices
  • Insight module
    • Launch the Insight Studio
  • Business Monitoring module
    • Create a business event
    • Create a business target
    • Create a business alert
    • Export business events
    • Export business targets
    • Export business alerts
    • Import business events
    • Import business targets
    • Import business alerts
  • Packages module
    • Packages
    • Create a package
    • Assign access permissions to packages
    • Add a deployment configuration to a package
    • Add miscellaneous files to a package
    • Compare packages
    • Work with packages
      • Open and modify a package
      • Create a copy of a package
      • Delete a package
      • Export a package
      • Import a package
  • Access related documentation
    • Call methods from the TotalAgility SDK using custom code
  • Get help for Kofax products
  • Glossary

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Welcome > Process Designer module > Activity types > Common activities > CCM Pack activity

CCM Pack activity

Use a CCM Pack activity to extract documents from a CCM pack.

See Configure a CCM Pack activity.