Create a process and generate forms
Create a process in
TotalAgility Designer
similar to the one below.
-
Configure the following properties of the process:
- Select the defined classification group on the process.
- Select Initialize from scan. Click here for more information on these properties.
-
Create a folder. Click
here for more information on creating a folder in
TotalAgility Designer.
- Use the folder as input to the Classify and Document Review activities. Click the following links for more information on how to use a folder (variable) as input to the Classification and Document review activities:
-
In the
User interface, generate the following forms:
- Build a Scan create new job form
- Build an Activity form for the Document review activity
- Release all artifacts.