Kofax Corporate Training
Automate your document-heavy workflows with Kofax
This instructor-led Kofax training takes your team from document capture basics to a working end-to-end automation, with guided labs and a capstone on your live use case.
Instructor-led group trainingVirtual / on-site / off-site10 languagesDelivered inEnglish, Spanish, Mandarin, German, Arabic, Portuguese, Hindi, French, Japanese, Italian100+ countriesWe have delivered inUnited States, United Kingdom, India, Canada, Germany, France, Netherlands, UAE, Saudi Arabia, Singapore, Australia, Japan, Brazil, South Africa and 90+ more countries
The six-level path from capture basics to scaled intelligent automation
The Edstellar INTELLIGENT DOCUMENT AUTOMATION Capability Model
Capture
Your team ingests documents from any channel and classifies them automatically before they reach a human.
Extract
OCR tuning and extraction profiles pull clean field-level data from invoices, forms, and contracts.
Validate
Validation rules and exception queues stop bad data before it enters your systems of record.
Orchestrate
TotalAgility process models route work with business rules, forms, and SLA timers.
Automate
RPA bots move extracted data into target systems around the clock with monitoring.
Scale
Hardened, documented automations roll out across teams with governance and audit trails.
Need more than one program?Get a group quote
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Program Overview: What is Kofax?
Kofax is Edstellar's instructor-led technical program for operations and automation teams digitizing document-heavy work. Participants cover the Kofax platform landscape, document capture and classification, OCR and extraction workflows, process design in TotalAgility, and RPA integration. The program fits teams automating invoices, claims, onboarding, and other paper-driven processes.
Training is hands-on from the first module. Participants configure capture profiles, tune OCR extraction and validation rules, model processes in TotalAgility, and build RPA bots in guided labs on realistic document sets. Instructors coach your team through the accuracy tuning that makes automation pay, reviewing every build with direct feedback. The program closes with a capstone intelligent document automation built on one of your real document flows.
Manual document processing is slow, error-prone, and impossible to scale. This program teaches your teams to build Kofax automations that capture, extract, and route documents reliably, with validation that catches errors before they reach downstream systems. Teams leave with automation that cuts handling cost and cycle time.
The capstone is a working automation on your documents: capture, extraction, validation, TotalAgility workflow, and bot handoff to your systems of record. Your team returns with a live reference build and the skills to replicate it.
By the end of the program, your team can design batch classes, tune OCR, build extraction and validation workflows, model approval processes with business rules, develop RPA bots, and integrate Kofax with your ECM and line-of-business systems. Delivery is live instructor-led, virtual, onsite, or hybrid, with dedicated lab environments for every learner. You receive session recordings, lab guides, a skills progression report, and capstone handover documentation your stakeholders can act on.
What's Included in this Workshop for Your Enterprise Teams
- 1
Assess
We assess your current Kofax maturity, documents, and target processes so the program targets your real gaps.
- 2
Design
We design the program around your stack, choosing labs and case studies that mirror your production scenarios.
- 3
Build
Your team builds working Kofax solutions in guided labs, troubleshooting real errors with trainer support.
- 4
Embed
The capstone applies everything to one of your live use cases, leaving your team with reusable artifacts and a rollout plan.
- Live instructor-led sessions delivered by a certified platform practitioner
- Dedicated training environment with licenses and sample data for every learner
- Flexible scheduling across time zones with weekend and evening options
- Pre-training readiness check so your team arrives prepared to build
- Session recordings and lab guides for 90 days after the program ends
- Post-training skills report and capstone readiness summary for stakeholders
Build your team's skills. Anywhere in the world.
Real-world use cases
from day one
Instructor-led training
for your teams
Delivered globally
in 100+ countries
Enterprise Training Solutions Customized for Your Company
One partner for instructor-led corporate training, delivered the way your teams work.
Request a Training Quote- Customized Training Delivery
- Scale Your Training: Small to Large Teams
- In-person Onsite, Live Virtual or Hybrid Training Modes
- Plan from 2000+ Industry-ready Training Programs
- Hands-On Labs on Live Infrastructure, Led by Industry Experts
Kofax Course Topics and Program Outline
A 24-hour instructor-led program: 6 modules, hands-on labs throughout, and a capstone build on your live document flow.
Built by Edstellar with certified Kofax practitioners who deliver enterprise automation rollouts
Built by Edstellar, drawing on automation specialists who implement Kofax Capture and TotalAgility for operations and shared-services teams, shaped around your stack and use cases.
We map your current Kofax maturity, document bottlenecks, and size the automation opportunity before the program starts.
Your team learns Kofax concepts live from a certified trainer, with demos on real enterprise scenarios throughout.
Guided hands-on labs let each learner configure Kofax themselves, troubleshoot errors, and review work with the trainer.
A capstone build applies everything to a real use case from your pipeline, so your team leaves with working artifacts.
Every module ends with a working artifact, not just notes: your team builds, configures, and troubleshoots in every session.
Delivered as
Sessions run live with a certified trainer. Your team works in dedicated lab environments with real-time support, so nobody gets stuck.
Guided lab: navigate the TotalAgility workspace, open a sample document flow, and trace it end to end.
learna)Intelligent automation defined and its business case
b)Kofax product suite: Capture, TotalAgility, RPA, PDF
c)Document automation use cases across industries
d)Architecture, licensing, and deployment models
Guided lab: build a batch class, ingest sample invoices, and auto-classify and separate the documents.
learna)Batch classes and scan ingestion setup
b)Barcode, blank-page, and fixed-page separation
c)Document classification techniques
d)Capture profiles and quality settings
Guided lab: configure an extraction profile, tune OCR, and clear an exception queue through validation.
practicea)OCR engine tuning for scan quality
b)Extraction profiles and field definitions
c)Validation rules and exception queues
d)Export connectors to ECM and business systems
Guided lab: model a document approval workflow with business rules and SLA escalation timers.
practicea)Process maps and case folder design
b)Business rules and decision logic
c)Forms and dynamic activities
d)SLAs, escalations, and collaboration
Guided lab: build an RPA bot that posts extracted invoice data into a target system with retry logic.
practice_hfa)Attended and unattended RPA design
b)Export connectors and system integration
c)APIs and data exchange patterns
d)Monitoring, retries, and exception handling
Capstone lab: your team ships a working end-to-end automation for one live document use case.
applya)Requirements gathering and solution blueprint
b)Full capture, extraction, and validation pipeline build
c)Process orchestration and reporting dashboards
d)Hardening, testing, and handover documentation
Customize this program tailored to your team?
Tell us your training needs: what your team already works with, the level they’re at, and the topics you want them to focus on. We’ll adjust the modules, duration and hands-on labs, and send you a customized outline for your group.
Key Skills and Outcomes Your Team Will Gain
Outcomes your team can demonstrate after the program, each one practiced in a guided lab and reviewed by the trainer.
Capture batch design
Design batch classes that ingest, separate, and classify documents from scanners, folders, and email.
OCR tuning and extraction
Tune OCR engines and define extraction profiles that pull accurate field data from structured documents.
Validation workflows
Route extraction exceptions through validation queues so bad data never reaches your systems of record.
TotalAgility process modeling
Model approval workflows and case folders with business rules, forms, and SLA timers.
RPA bot development
Build attended and unattended bots that move extracted data into target systems with retry logic.
Integration and exports
Connect Kofax to ECM platforms and line-of-business systems using export connectors and APIs.
Solution hardening
Test, monitor, and document automations so they run reliably in production and scale across teams.
Teams that Benefit from this Kofax Group Training
This Kofax program is built for teams that own document capture and workflow automation: operations, process excellence, IT, finance, and customer service groups.
Operations teams automate document workflows
Operations teams that handle high document volumes learn to cut manual processing and exception queues.
Workflow friction
- Backlogs in invoice and form processing
- Inconsistent validation of documents
- No visibility into bottlenecks
How the program helps
- Shorter document turnaround times
- Fewer manual entry errors
- Measurable process efficiency gains
Practice use cases
- Invoice capture and approval
- Claims document intake
- Vendor onboarding paperwork
IT teams own the automation platform
IT engineers learn to install, configure, secure, and integrate Kofax with enterprise systems.
Workflow friction
- Fragile document workflows
- Security and compliance gaps
- Hard-to-maintain scripts
How the program helps
- Confident platform administration
- Cleaner integration architecture
- Faster incident resolution
Practice use cases
- Capture-to-ECM pipelines
- API-based system integration
- Monitoring and alerting setup
Finance teams speed up document cycles
Finance and shared-services teams automate AP documents, reconciliations, and reporting inputs.
Workflow friction
- Slow approval cycles
- Missing documents at audit time
- Duplicate payment risk
How the program helps
- Faster invoice approvals
- Cleaner audit trails
- Lower cost per transaction
Practice use cases
- Accounts payable automation
- Expense receipt processing
- Audit document retrieval
Support teams resolve cases faster
Customer service teams use capture and workflow automation to process case documents without delays.
Workflow friction
- Documents arriving in many channels
- Lost attachments and follow-ups
- Slow onboarding of customers
How the program helps
- Faster case resolution
- Complete case documentation
- Happier customers and agents
Practice use cases
- Case document intake
- KYC document collection
- Complaint handling workflows
The program is designed for teams, not individuals: bring 8 to 20 participants from any mix of these departments for the best cohort dynamics.
Prerequisites: Participants should be comfortable with Windows-based business applications and basic document workflows. No prior Kofax experience is required; a short readiness check aligns each learner before day one.
Skills progression by experience level
Every participant is assessed against four levels so the program meets them where they are and moves them forward measurably.
Your trainer maps each participant against this progression on day one and adjusts lab difficulty so nobody is left behind or held back.
Mixed cohort, or several teams at once?
We can tailor the training to different teams, roles, and experience levels within the same program.
Certificate of Training Completion.
On successful completion, employees receive an Edstellar course completion certificate, recognizing their commitment to ongoing learning and professional development. It validates the skills they have built and motivates them to keep growing and contribute to organizational success.
Earned, not attended. Awarded on completion of all hands-on labs and the capstone project.
Training Delivery Modes: Virtual, Onsite and Hybrid
Choose the delivery format that fits your teams. Every format includes live trainer support and dedicated hands-on lab environments.
Hybrid delivery
A blended format that mixes live virtual sessions with focused onsite labs, giving your team flexibility without losing hands-on depth.
- Virtual concept sessions for distributed teams
- Onsite deep-dive labs for the capstone build
- One plan, one trainer, one outcome
Onsite delivery
Your trainer comes to you for an immersive, distraction-free program with whiteboard working sessions and face-to-face lab support.
- Immersive team experience at your location
- Whiteboard working sessions on your processes
- Maximum interaction during hands-on labs
Virtual instructor-led
Live online delivery with real-time trainer support, breakout rooms, and cloud lab environments accessible from anywhere.
- Live trainer interaction, no travel needed
- Breakout rooms for group lab exercises
- Cloud labs accessible from anywhere
Need a training format that works for your team?
Full days, half days across weeks, or split by module. Tell us the delivery window and we schedule the cohort around it.
Frequently Asked Questions
A hands-on program covering Kofax Capture, TotalAgility, and RPA so your team can automate document-heavy workflows end to end.
Operations teams, process analysts, IT engineers, and shared-services staff who own document capture and workflow automation.
No. The program starts with platform foundations and progresses to advanced process design and RPA, with labs at every step.
Live instructor-led, delivered virtually, onsite, or hybrid. Labs run in dedicated environments with real-time trainer support.
The standard program is 24 hours, delivered in flexible blocks across days or weeks to suit your team's schedule.
Question not answered here?
Put it in the request. A training specialist answers it directly, within one business day.
Where this Training Fits in Your Team's learning path.
Kofax is strongest where documents feed a process, so your team first decides which processes to automate. They then capture and route documents with Kofax, apply that to order-to-cash and procure-to-pay flows, and add AI agents for the cases rules cannot settle.
Why Choose Edstellar as Your Kofax Corporate Training Provider
Edstellar delivers instructor-led enterprise platform training to global teams, with programs shaped around your stack, your data, and your target outcomes.
EXPERT TRAINERS
YEARS DELIVERING
ORGANIZATIONS TRAINED
CERTIFIED
Tailored
Your Kofax program is shaped around your stack, documents, and target processes before delivery, never off the shelf.
Proven Methodology
A learn, practice, apply arc moves your team from concepts to a working build, with progress checks after every module.
Practice-Based Learning
Most of the Kofax time is guided hands-on labs, so every learner leaves having configured the platform themselves.
Expert Trainers
Your trainer is a working practitioner who delivers enterprise rollouts, matched to your team before the program is booked.
Global Scale
We deliver across time zones with consistent quality, so distributed teams get the same program and the same outcomes.
Measurable Outcomes
You get attendance, lab completion, and capstone readiness reports, plus a clear skills progression for every participant.
Connect Document Capture and Validation With Controlled Kofax Automation
Edstellar develops document-automation capability through a complete Kofax workflow. Participants classify incoming documents, tune OCR and extraction, and resolve validation exceptions before modelling approvals and RPA integration. The final build connects capture to a target system, with feedback on extraction evidence, escalation rules, retry behavior, and the handling of imperfect documents.
- Step 01
Consult
We review Windows application familiarity, document-processing responsibilities, and recurring classification, extraction, or approval problems to identify the cohort's Kofax automation learning needs.
- Step 02
Plan
We trace the platform workflow before capture and separation, then connect OCR validation, TotalAgility processes, and RPA integration in the end-to-end document automation build.
- Step 03
Align
We align document automation expertise with operations, IT, finance, and support teams, confirming suitable Kofax workspaces, sample documents, and controlled target systems for integration practice.
- Step 04
Customize
We adapt sample invoices and document flows to familiar formats and approval needs, including extraction errors and posting failures that require validation or recovery decisions.
- Step 05
Execute
Participants configure capture profiles, tune extraction, clear exceptions, and build approval and posting flows, receiving feedback on accuracy checks, process rules, escalation, and retry logic.
- Step 06
Evaluate
We assess the completed automation for correct classification and extraction, usable validation handoffs, coherent approval routing, and demonstrated recovery from sample integration failures.
Also from Edstellar
Talent assessments
Psychometric, behavioral, leadership and 360-degree assessment.
→Training needs analysis
Needs analysis, gap identification, and a training roadmap.
→L&D consulting
Learning strategy, content, technology and ROI measurement.
→OD consulting
Org design, succession planning and cultural change.
→Managed training services
Training outsourcing, vendor management, logistics and administration.
→Coaching solutions
Executive and manager coaching that keeps skills in use.
Start an RFP shaped to your needs.
Answer three quick questions about team size, scope, and how often you need the program run, then send the request from the last step. Everything you choose travels with it, so you only fill this in once.
How many team members need training?
Kofax Training Packages & Pricing
Where L&D holds an annual budget, license packages price the whole year at once instead of raising a purchase order per workshop. Hours and licenses are pooled across teams, programs and locations, so unused capacity is not stranded in one department.
Starter
120
trainee licenses64 hours of group training
Tailored for SMBs
Growth
320
trainee licenses160 hours of group training
Ideal for growing SMBs
Enterprise
800
trainee licenses400 hours of group training
Designed for large corporations
Custom
Unlimited
trainee licensesDuration set by the rollout
Multi-region and multi-year
Training Packages & Pricing
Choose the training format that works for your team. Pricing is customized based on your requirements, cohort size, and delivery needs.
Request Kofax Training for Your Team
Tell us your team size, preferred dates, and target Kofax use cases. A training advisor responds within 24 hours with a tailored plan and quote.