Home

On installing Kofax TotalAgility, Home is the default web page that loads when you log on to TotalAgility.

TotalAgility Designer Home

The Home page includes the following elements.

Header bar

The header bar contains the following items.

	Click the Kofax logo from anywhere in the application to return to the Home page.
TotalAgility Designer	Application name
 Logged-on user's name	Click the username to display the following options: Profile: Edit your profile. Logout: Log out of TotalAgility.
	Click to open TotalAgility Designer Help. Alternatively, open the help using the Click here to learn more and get started with TotalAgility link available at the bottom of the Home page.

Navigation bar

A vertical list of links that appears on the left side of every interface window. The navigation bar includes menus and submenus to design, import and export, and manage items.

Cards

The links to the items are available as cards for easy access. Click the following links to navigate to the required menu and configure the items, such as process, case and more.

Card	Description
Kofax Copilot	Use this card to effortlessly generate Quick Workflow solutions with minimal or no training, with the support of Generative AI technology. You must have access permissions for Quick Apps in the system settings to use this card.
Design a process	Use this card to design a process to automate the logical flow of activities that must be completed.
Design a case	Use this card to design a case definition to support the overall case as well as fragments, all of which are effectively linked for collecting and sharing case-specific information.
Design a business rule	Use this card to design a business rule to build complex business logic without programming to automate and optimize business decisions.
Design a form	Use this card to design a form to provide a user interface to support your application.
Design an extraction group	Use this card to design an extraction group to classify and extract data from documents.
Design a folder	Use this card to design a folder to process a set of documents as a group and track data that applies to all documents.

TotalAgility Apps

Opens the "TotalAgility Apps" page that allows you to create and manage key items with little to no training. See the Kofax TotalAgility Apps Help.

You must have access permissions to "Quick Apps", to open the TotalAgility Apps Designer link. For more information, refer to "Access control list" in TotalAgility Designer Help.

View recent items

Opens the Recent items page.

Don't show this page next time

If selected, you are taken directly to the "Recent items" page every time you navigate to the Home page and every time you subsequently log on. Your preference is automatically added to your profile. See Edit profile.