Tungsten AutomationTotalAgility Studio Help
  • Welcome
  • Introduction
  • Launch TotalAgility Studio
  • TotalAgility Studio user interface
  • Tungsten Copilot
    • Open Copilot
    • Workflow designer interface
    • Configure the Generative AI provider
    • Create a workflow using Generative AI
  • DocAI Studio
    • DocAI Studio license tiers
    • Access DocAI Studio based on your license tier
    • DocAI Studio user interface
      • Standard initial view
      • Advanced/Enterprise initial view
      • DocAI Studio ribbon
    • DocAI solutions
      • DocAI solution sequence
      • Configure import settings
      • Import a solution
      • Create a DocAI solution
      • Configure documents
        • Classification
          • Trainable classification
          • Generative AI classification
            • Generative AI classification examples
            • Configure generative AI classification for a solution
        • Trainable separation
          • Configure trainable separation
        • Document types
          • Add a configurable document type
          • Add a predefined document type
          • Edit an existing document type
        • Sample documents
          • Upload training documents
          • Upload test documents
        • Test classification
      • Configure fields
        • Enable field extraction
        • Documents and fields pane
        • Document viewer pane
        • Field extraction for configurable document types
          • Field name guidelines
          • Suggested fields
            • Extract a suggested field
          • Copilot Auto Extract fields
            • Guidelines for descriptions
            • Inferred or derived fields
            • Manually extract fields using Copilot Auto Extract
            • Extract fields using proposed Copilot fields
          • Lasso fields
            • Lasso fields for extraction
            • Lasso bar codes
          • Table fields
            • Extract an AI table field
            • Enable table detection
          • Manage extraction fields for configurable document types
          • Fuzzy lookups
            • Create a fuzzy lookup source
            • Create a fuzzy lookup
          • Improve field extraction using existing fields
        • Field extraction for predefined document types
        • View extraction fields
        • Field formatting and validation
          • Add local field validators
          • Edit field properties, formatters, and validators
          • Edit AI table field properties
        • Test field extraction
        • Extraction accuracy
          • Enable extraction accuracy
          • Include test documents in extraction accuracy calculations
          • Extraction accuracy results
            • Calculate solution accuracy
            • Calculate document type accuracy
      • Configure steps
        • Configure document conversion
        • Configure document review
        • Configure validation
        • Configure verification
        • Configure document rescan
        • Configure PDF generation
        • Configure document export
        • Configure document deletion
      • Configure settings
        • Configure general settings
        • Configure processing settings
        • Configure import channels
          • Configure scan and file uploads
          • Use REST API for document import
          • Use Azure blob storage for document import
          • Use email for import
        • Configure export settings
        • Configure solution access
      • Save your solution
      • Publish your solution
      • Customize a solution workflow
      • Try your solution
      • Close your solution
      • Manage DocAI solutions
        • Edit a DocAI solution
        • Delete a DocAI solution
        • Lock a DocAI solution
        • Unlock a DocAI solution
        • View associations with a DocAI solution
        • Export a DocAI solution
        • Import a package to an existing DocAI solution
        • Edit a DocAI solution in the TotalAgility Advanced Studio
  • Classification
    • Log on to Classification
    • Classification toolbar
    • Edit a classification group
      • Add a document type
      • Manage a document type
      • Train your documents
      • Run a benchmark
      • Save and publish the classification group
  • Workflow
    • Log on to Workflow
    • Workflow user interface
    • Workflow designer
    • Work with workflow elements
    • Create workflows
      • Create a workflow
        • Create a Workflow solution using Generative AI
        • Provide workflow details
        • Create variables
        • Update workflow settings
    • Configure workflow
      • Add a task
      • Add a rule
      • Add a condition
        • Example - Using conditions in Workflow
      • Add a True/false condition
      • Add a Sub process
      • Add an Email node
      • Add a Generative AI activity
      • Add a Loop
      • Add a custom service
      • Add an RPA activity
      • Add a Design
      • Add an Expression activity
      • Add an Azure blob storage export activity
      • Add the Capture activities
        • Add a Classification activity
        • Add a Validation activity
        • Add an Extraction activity
        • Add a Document review activity
        • Add an Image processing activity
        • Add a Delete documents activity
        • Add a Verification activity
        • Add a Scan activity
        • Add a PDF generation activity
        • Add a Document conversion activity
      • Add an End node
      • Add key data
      • Add or update a collaboration note
    • Try a workflow solution
    • Debug a workflow solution
    • Manage a workflow
    • Modify a workflow solution in TotalAgility Advanced Studio
    • Export a workflow
    • Import a workflow
  • Skins
    • Log on to Skins
    • Create Skins
    • Manage Skins
  • Rules
    • Log on to Rules
    • Manage Rules
  • RPA
    • Log on to RPA
    • RPA user interface
    • RPA workflow designer
    • Work with workflow elements
    • Create RPA workflow
      • Provide workflow details
      • Create variables
      • Update the workflow settings
    • Configure RPA workflow
      • Add a task
      • Add a rule
      • Add a condition
      • Add a True/false condition
      • Add a Sub process
      • Add an Email node
      • Add a Generative AI activity
      • Add a Loop
      • Add an RPA activity
      • Add a Design
      • Add an Expression activity
      • Add an Azure blob storage export activity
      • Add a PDF generation activity
      • Add a Document conversion activity
      • Add an End node
      • Add key data
      • Add or update a collaboration note
    • Try a workflow solution
    • Debug a workflow solution
    • Manage a workflow
    • Modify a workflow solution in TotalAgility Advanced Studio
    • Export a workflow
    • Import a workflow
  • AI Agent
    • Log on to AI Agent
    • AI Agent user interface
    • AI Agent workflow designer
    • Work with AI Agent workflow elements
    • Create an AI Agent workflow
      • Provide AI Agent details
      • Create variables
      • Update the workflow settings
    • Configure AI Agent workflow
      • Add a rule
      • Add a True/false condition
      • Add a Sub process
      • Add an Email node
      • Add a Generative AI activity
      • Add a Loop
      • Add an RPA activity
      • Add a Design
      • Add a Classification activity
      • Add an Extraction activity
      • Add an Expression activity
      • Add a custom service
      • Add an End node
      • Add key data
      • Add or update a collaboration note
    • Try a workflow solution
    • Debug a workflow solution
    • Manage a workflow
    • Modify a workflow solution in TotalAgility Advanced Studio
    • Export a workflow
    • Import a workflow
  • Business Data
    • Log on to Business Data
    • Manage Business Data
  • Import
    • Log on to Import
    • Import a TotalAgility Studio package
  • Settings
Welcome

Welcome

Welcome to the Tungsten TotalAgility Studio Help.

To quickly access other TotalAgility documentation, see the Tungsten TotalAgility Documentation page.

Quick links

Use the following links to learn more about TotalAgility Studio.

  • Introduction
  • TotalAgility Studio user interface

  • Launch TotalAgility Studio

  • Tungsten Copilot

  • DocAI Studio

  • Classification

  • Workflow

  • Skins

  • Rules

  • RPA

  • AI Agent

  • Business Data

  • Import

  • Settings

Tungsten TotalAgility 2026.3
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