Kofax TotalAgility AP Automation - Manual (Page 13)

Deployment
Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide 13
Navigation
1 In TotalAgility, on the Home page, click Form Designer.
2 From the Explorer panel, select Navigation.
3 Open the Workspace menu.
4 Add a menu item called Accounts Payable.
5 Add sub-menu items that link to the following forms:
▪ AP Logon – AP Logon Form.form
▪ Workqueue – Accounts Payable WorkqueueworkQueueForm.form
▪ Scan Invoice VAT – Accounts Payable Folder Process VAT_Scan.form
▪ Scan Invoice Sales Tax - Account Payable Folder Process SalesTax_Scan.form
▪ Invoice Search – AP Invoice Search.form
▪ Business Unit Configuration – BusinessUnitConfiguration.form
▪ Sub Type Configuration - Sub Type Configuration.form
▪ External Internal Email - External Internal Email ProcessBuildCNJForm.form
▪ Simulate Invoice Paid - AP Raise Paid Event.form
▪ Extract Data from ERP - Extract Data from ERP.form
6 Set up Security to AP Search to Purchasing and AP groups.
Images
1 Copy all images from the folder,
\TotalAgility \Images
to the
folder,
C:\Program Files\Kofax\TotalAgility\Agility.Server.Web\Forms\Images
.
2 If using Azure, do the following:
a Upload images to the available http location.
b Update image paths to point to the http location.
Site
1 In TotalAgility, on the Home page, click Form Designer > Site.
2 Configure the following site details:
▪ Category: Accounts Payable
▪ Name: Accounts Payable
▪ Header Form: Workspace Header
▪ Horizontal Navigation: Workspace Menu
▪ Vertical Navigation: leave blank
▪ Default Form: leave blank
▪ Theme: TotalAgility Workspace
3 Click Save.
Server Variables
1 In TotalAgility, on the Home page, click Data > Server Variables.