Kofax Education - More About Certifications

CERTIFICATIONS

Kofax Certifications

What better way to prove your skills than to get certified? A Kofax certification could be just what you need to stay ahead. Pick a certification below to find out more.

AP Agility

Certified AP Agility 2.3 Installer

Certified AP Agility 2.3 Solution Developer

AP Essentials (ReadSoft Online)

Certified ReadSoft Online 10.3 Business User

Certified ReadSoft Online Administrator

AP Essentials 10.4 Business User Certification

AP Essentials Administrator Certification Exam

AP Essentials 10.5 Administrator Certification Exam

Capture

Certified Capture 11 Professional Developer

Communications Manager

Certified Communications Manager Professional Developer

Certified Communications Manager 5.3 Content Creator

Insight

OD-IN-ESS-054

MarkView

Certified for MarkView Solution Administration

Certified for MarkView Server Administration

Power PDF

Certified PPDF 5.0 Administrator

Printix

Printix Technical Certification Exam

Process Director

Certified for Process Director for Accounts Payable

RPA

Certified for RPA 10.4

Certified for RPA 10.4 (Japanese)

EX-RPA-JPN-104

Certified RPA 11.1 Citizen Developer

Certified RPA 11.1 Professional Developer

SignDoc

Certified SignDoc 3.1 Administrator

Certified SignDoc Standard 3.1 Implementation Engineer

TotalAgility

Certified for Kofax TotalAgility 7.7 Administration

Certified for TotalAgility 7.8 Cognitive Capture Essentials

Certified TotalAgility 7.9 Citizen Developer

Certified TotalAgility 7.7 Administrator

Certified TotalAgility 7.8 Professional Developer

Certified TotalAgility 7.8 Master Developer

Certified TotalAgility 7.10 Professional Developer

Certified TotalAgility 7.10 Advanced Professional Developer

Certified TotalAgility 7.10 Administrator

Transformation

Certified Transformation 6.4 Professional Developer

Tungsten Network

Certified Tungsten Network 9.4 Supplier Web Portal

Certified Tungsten Network 9.4 Buyer Portal

Certified Tungsten Network 9.4 Supplier ISP

Course Title: AP Agility 2.3 Solution Developer Certification Exam
Exam ID: APA_DEV_C#2.30
Exam P/N: KCA-TRN-CEXAMV-200
Skill Level: Intermediate

The AP Agility Solution Developer Certification Exam will assess your knowledge of the information covered in the following training components from the AP Agility Solution Developer course.

TotalAgility | Getting Started
AP Agility for Invoice Processing
AP Agility for Accounts Payable

The exam tests on the knowledge and ability to:

Invoice Processing

Understand server pre-requisites before installing AP Agility
Understand and install the various components of AP Agility including the ERP Agnostic Connector
Configure Resources and Import Settings
Access AP Agility Workspace and configure Global Settings
Configure Export options
Configure an ERP Connection, Create an Organization and associated Business Units
Run a Data Import, Test AP Agility and modify Capture Profile Settings
Configure Invoice Number Validation
Examine Online Learning
Configure Company Code Validation
Configure PO Number Validation
Understand Line Pairing, Line Pairing Correction and 3-way Matching
Understand how to handle Miscellaneous Charges
Understand Invalid Reasons and know how to add/modify them
Configure the system to handle Intercompany Invoices
Configure Units of Measure
Configure Tax settings
Consider VAT Compliancy
Understand Exception Handling functionality
Consider Upgrade scenarios and Customizations

Accounts Payable

Review AP Agility architecture and components required for the Accounts Payable Workflow
Create a GL Account Structure
Update an Organization to use a GL Account Structure and extend into to Accounts Payable workflow
Manage Resources via Business Units and Role Assignment for the various manual activities in the Accounts Payable Workflow
Configure an Approval Hierarchy
Test Account Payable workflows for:
- Non-PO Invoices
- Duplicates
- GL Coding Requirements
- Exceptions processing
- Approvals and Comment Requests
- Examine options for PO and Credit Invoices
Examine Email Invoice Approval and Email Notifications
Understand the relevant processes for Workflow Customizations and future upgrade considerations
Install Analytics for AP Agility and walk through the different dashboards, views and charts

Course Title: Insight 5.4 Essentials
Course ID: KPI-TRN-INSIGV-054
Duration: The course duration tag represents the video and reading time for all course components. Expect to spend 32 hours in the product version guided learning path(s) to complete the content, lab(s), and exam(s).
Skill Level: Introductory

Description: The focus of this course is to provide product training for the installation, configuration, and end-user operation of Kofax Insight. Attendees will be able to install, configure, and interpret analytical results of Kofax Insight. This course is intended for technical professionals who need to understand how to install Kofax Insight, configure dashboards, and interpret the results. Learning is accomplished through presentations, demonstrations, and hands-on student lab exercises.

Objectives: Upon completion of this course, students will be able to:

List the installation prerequisites and be able to install Kofax Insight and perform license activation.
Identify the product elements and components Kofax Insight and navigate within the product.
List and define terms and concepts relative to data capture and reporting using Kofax Insight.
Use Insight Studio to create projects, connect to and configure data sources, and configure metrics and records.
Use the Administration Tool to configure users and roles and set properties and permissions for accessing and using Kofax Insight.
Use the features of Dashboard Design to create new dashboards and modify existing ones.
Pass a certification exam with a score of 85% or better.

Prerequisites
To maximize the learning experience, it would be beneficial if the student had the following:

Laptop with min Win7 Pro, IIS configured min 4GB RAM, 5GB Free Space, SQL or SQL Express, .NET 4.5.2 & Silverlight
Windows administration and file management skills.
Knowledge of analytics concepts is helpful, but not required.
Understanding of pivot tables is helpful, but not required.
No programming or scripting experience is required.

Course Materials

Student Guide (includes copies of instructor slides)
Lab Guide (includes copies of student lab exercises)
Copy of Kofax Insight software
Evaluation license for the software
All course materials are provided

Course Access: 365 days from enrollment date

Course Title: Printix Technical Certification
Course ID: OD-PTX-TT-000
Skill Level: Basic - Intermediate

Printix is a cloud-based printing solution that simplifies the complexity of printing from any device to any nearby printer. Yet, many have concerns about understanding the architecture, printing and tracking capabilities, and configuration of Printix due to the complexities of the various print environments and tracking scenarios, along with printing limitations based on previous knowledge on how to set up traditional local server-based printing.

Whether you are a Technical Consultant responsible for explaining the Printix capabilities, an Implementation Engineer responsible for installing the software in the customer's environment, or an Administrator responsible for configuring and monitoring the Printix solution in your environment, this course is for you. The course covers all the topics necessary to have a solid foundational knowledge of the Printix capabilities & integrations and become proficient with the configuration of the Printix solution in various environments. If you follow along with the video demonstrations, you'll be able to repurpose the configuration "recipe" for your customers.

Objectives: Upon completion of this course, you will be able to:

Install the Printix client on a supported Microsoft Windows or Apple Macintosh operating system
Navigate the Printix Administrator Dashboard
Understand how to utilize the Printix client to discover printers
Understand how to configure and deploy printer driver configurations to other computers running the Printix client
Understand how to consolidate print queues found on your network
Enable and configure analytics
Pass the Printix Technical Certification Exam with a score of 85% or better

Training Methodology: Subject Mater Expert (SME)-led videos covering theory and configuration demonstrations. Each video lesson is followed by knowledge check questions to confirm your understanding of the lesson's topics. This will prepare you to pass the Printix Technical Certification Exam.

Prerequisites: No previous Printix knowledge is required, but experience navigating Windows and Mac operating systems, knowledge of protocols, and other IT-related topics are strongly recommended.

Target Audience: Technical personnel whose job responsibilities include installing and configuring products in customer production environments, proof of concept (POC) environments, and demo rooms. Examples of job titles for the above responsibilities include:

Technical Consultant
Solution Architect
Implementation or Installation Engineer
System Administrator

Certification Exam: This course prepares you for the Printix Technical Certification Exam. Since the exam validates understanding of the Printix architecture, terminology, and software configuration, Kofax Support will expect that you passed the certification exam before contacting them.

Delivery Platform: The training is delivered from our new Learning Cloud platform

Course Access: 365 days from enrollment date

Training Modules: Topics covered in this course include:

Getting started by accessing the Printix Partner Portal
Registering a tenant for your customer
Navigating Printix Administrative Dashboard
Working with Azure AD and Google Workspace
Discovering printers and deploying a printer queue
Working with printers, printer queues, and groups
Configuring Tenant settings
Printix Go for secure-print on supported multi-functional printers
Print via the Cloud
Mobile Print
Home Office Printing
Deploying Printix Client to a Remote Computer
Cloud Storage
Analytics and reporting
Networks and SNMP
Implementation Assistant
Sites

Printix 2.0 Capture

Printix 2.0 offers new capture workflow capabilities from multifunction printers (MFP) and mobile devices. This training explores the capture capabilities of Printix 2.0. You will learn about available workflows, system requirements, and the implementation process. It is intended to prepare you to implement and operate the capture workflows on a Printix tenant.

Objectives: Upon completion of the training, you will be able to:

List available workflow types and explain how they function.
Describe system requirements for capture.
Create and configure each workflow type.
Install Printix Go with capture on supported MFPs.
Demonstrate the capture workflows from an MFP and the mobile Printix App.

Learning Prerequisites: Learners should have prior system manager level Printix experience and/or completed Printix 1.0 Technical Certification training.

Skill Exam: Learners can earn a skill badge can be earned by passing the skill exam with a score of 80% or greater.