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TotalAgility DocAI Solution Developer

Course/Exam Description

Announcement

TotalAgility 2026.3 Update training is available now. Log in to the course to see the new TotalAgility 2026.3 Update training component in the Product Update Training section.

Course Title: TotalAgility DocAI Solution Developer
Skill Level: Introductory

Education Services · Learning Path

DocAI Solution Developer

This combined course brings together the DocAI Fundamentals Solution Developer learning path, the DocAI Advanced Solution Developer learning path (TotalAgility 2026.2 Update – DocAI Developer), and the DocAI Feature Modules collection. It builds core DocAI skills from end to end—starting with a high-level platform overview, then creating a solution and document types, configuring AI-powered field extraction, adding workflow steps for review and validation, and publishing, running, and managing solutions—then covers the latest DocAI enhancements in TotalAgility 2026.2, including AI-powered table extraction, business rule formatters, Fuzzy Lookup, UX improvements, and broader platform enhancements, and finally offers independent Feature Modules to build proficiency with DocAI, completable in any order.

Estimated Duration
Fundamentals: 2.5 hrs with labs (1.5 hrs without) · Advanced: 1 hr 5 min (65 minutes total) · Feature Modules: self-paced, labs optional
Audience
TotalAgility Designers who exclusively use the DocAI platform

Topics Covered

Complete in order
DocAI Fundamentals Solution Developer
Step 1
High-level DocAI platform overview
Step 2
Creating a solution and document types
Step 3
Configuring AI-powered field extraction
Step 4
Adding workflow steps for review and validation
Step 5
Publishing, running, and managing solutions (import/export, jobs, and dashboard monitoring)
DocAI Advanced Solution Developer
Step 6
Overview of TotalAgility 2026.2 release and key updates
Step 7
AI-powered table extraction and configuration using DocAI
Step 8
Business rule formatters for field-level data validation and formatting
Step 9
Fuzzy Lookup capabilities for intelligent data matching and population
Step 10
User experience (UX) enhancements for improved field configuration and navigation
Step 11
General platform enhancements across security, integrations, AI, and accessibility
DocAI Feature Modules · Any order
Administration
  • Managing Licenses
  • Managing Users and Solution Access
  • Working with Categories
Solution design
  • Creating Profiles
  • Examining a DocAI Solution in the Transformation Designer
Document handling
  • Working with Handwritten Documents
  • Handling Conflicts and Exceptions
Import and integration
  • Using Email as an Import Channel
  • Working with Azure Blob Storage
  • Understanding the REST API

Learning Outcomes

By the end of this course, participants will be able to:
Summarize DocAI core capabilities and the IDP workflow
Build a DocAI solution with document types and artifacts
Configure extraction fields to capture key document data
Configure workflow steps for review and validation
Publish, run, and monitor solutions using platform tools
Identify key DocAI enhancements in TotalAgility 2026.2
Configure AI-driven table extraction for structured data capture
Apply business rule formatters for data validation
Use fuzzy lookup to reduce manual data entry
Navigate the updated UI to configure fields efficiently
Recognize platform improvements to optimize solutions

Description: 

In this self-paced learning path, you’ll build core DocAI skills from end to end—starting with a high-level platform overview, then creating a solution and document types, configuring AI-powered field extraction, adding workflow steps for review and validation, and finally publishing, running, and managing solutions (import/export, jobs, and dashboard monitoring). The training is estimated to take approximately 2.5 hours when including lab activities, or around 1.5 hours without them.

Objectives: Upon completing this course, the learner will be able to:

  • Summarize DocAI core capabilities and the IDP workflow.
  • Build a DocAI solution with document types and artifacts.
  • Configure extraction fields to capture key document data.
  • Add and configure workflow steps to support review, validation, and other human-in-the-loop activities.
  • Publish and run a solution, create and manage jobs, and monitor solution performance using platform tools such as the dashboard and import/export utilities.

Audience:  Anyone interested in learning how DocAI is used to create IDP solutions. 

Prerequisites: No prior knowledge of TotalAgility is required

Lab Environment: The lab activities offered with this course require access to DocAI Studio or DocAI through TotalAgility Studio. 

Course Access: 365 days from enrollment date

Training Components

Click on the course topics below to learn more.


Training component modules and exams
  • Course Skill Exam

Education Services · Learning Path

DocAI Fundamentals

In this self-paced learning path, you’ll build core DocAI skills from end to end, starting with a high-level platform overview, then creating a solution and document types, configuring AI-powered field extraction, adding workflow steps for review and validation, and finally publishing, running, and managing solutions (import/export, jobs, and dashboard monitoring). The training is estimated to take approximately 2.5 hours when including lab activities, or around 1.5 hours without them.

Estimated Duration
Approximately 2.5 hours with lab activities, or around 1.5 hours without

Topics Covered

Complete in order
Step 1
Platform Overview
Step 2
Creating a Solution and Document Types
Step 3
Configuring AI-Powered Field Extraction
Step 4
Adding Workflow Steps for Review and Validation
Step 5
Publishing, Running, and Managing Solutions (Import/Export, Jobs, and Dashboard Monitoring)

In this self-paced learning path, you’ll build core DocAI skills from end to end—starting with a high-level platform overview, then creating a solution and document types, configuring AI-powered field extraction, adding workflow steps for review and validation, and finally publishing, running, and managing solutions (import/export, jobs, and dashboard monitoring). The training is estimated to take approximately 2.5 hours when including lab activities, or around 1.5 hours without them.


Training component modules and exams
  • DocAI Developer Fundamentals | Introducing DocAI   [15 Minutes]
  • DocAI Developer Fundamentals | Creating a DocAI Solution & Document Types    [40 Minutes]
  • DocAI Developer Fundamentals | Configuring Field Extraction   [40 Minutes]
  • DocAI Developer Fundamentals | Adding Workflow Steps    [25 Minutes]
  • DocAI Developer Fundamentals | Deploying and Managing DocAI Solutions    [40 Minutes]
  • DocAI Fundamentals Skill Exam

Education Services · Training Collection

Build Proficiency with DocAI

This collection of training modules is designed to help users gain skills in DocAI. Each module stands alone, allowing learners to pick topics based on what they need. It is suggested to complete all modules for a complete understanding, but learners can choose to approach them as they wish. The list of modules will keep expanding as new features are introduced, making sure users stay updated with the latest developments in DocAI technology.

Pick and choose

Start anywhere · Any order
Administration
Managing Licenses
Managing Users and Solution Access
Working with Categories
Advanced-Enterprise
Solution design
Creating Profiles
Examining a DocAI Solution in the Transformation Designer
Document handling
Working with Handwritten Documents
Handling Conflicts and Exceptions
Import and integration
Using Email as an Import Channel
Working with Azure Blob Storage
Understanding the REST API

Before you start

Independent labs
No lab depends on another. Complete any lab on its own.
Clean TotalAgility system
Access to a clean TotalAgility system is required to complete the labs.
Labs are optional
Each module includes step-by-step demonstrations that walk through the process in full.

DocAI Feature Modules

This collection of training modules is designed to build proficiency with DocAI. Each module can be completed independently and in any order, so learners are encouraged to go directly to the topics most relevant to their needs. The labs included in these modules do not depend on the completion of any other lab in the series.

While learners can approach the modules flexibly, completing all modules is recommended to gain a full working knowledge of DocAI and its capabilities.

Access to a clean TotalAgility system is required to complete the labs. Completing the labs themselves is optional, as each module includes step-by-step demonstrations that walk through the process in full.


Training component modules and exams
  • DocAI Advanced – Creating Profiles   [20 Minutes]
  • DocAI Advanced – Working with Handwritten Documents   [20 Minutes]
  • DocAI Advanced – Examining a DocAI Solution in the Transformation Designer   [20 Minutes]
  • DocAI Advanced – Handling Conflicts and Exceptions   [20 Minutes]
  • DocAI Advanced – Managing licenses   [20 Minutes]
  • DocAI Advanced – Managing Users and Solution Access   [20 Minutes]
  • DocAI Advanced – Understanding the REST API   [20 Minutes]
  • DocAI Advanced – Using Email as an Import Channel   [20 Minutes]
  • DocAI Advanced – Working with Azure Blob Storage   [20 Minutes]
  • DocAI Advanced – Working with Categories (Advanced-Enterprise)   [20 Minutes]

TotalAgility 2026.2 Update – DocAI Developer

This DocAI-focused training provides a targeted overview of the latest enhancements related to document AI (DocAI) capabilities and overall platform improvements. This course is designed for users who want to better understand how new intelligent extraction features, usability updates, and configuration enhancements can streamline document processing and improve automation outcomes.


Training component modules and exams
  • What's New in TotalAgility 2026.2   [10 Minutes]
  • TotalAgilty 2026.2 Update - DocAI Business Rules Formatters in Standard Tier   [10 Minutes]
  • TotalAgilty 2026.2 Update - DocAI Fuzzy Lookup   [10 Minutes]
  • TotalAgilty 2026.2 Update - User Interface UX Improvements   [10 Minutes]
  • TotalAgilty 2026.2 Update - DocAI Table Extraction   [10 Minutes]
  • TotalAgilty 2026.2 Update - Copilot for Extraction Improvements   [10 Minutes]
  • TotalAgility 2026.2 General Enhancements   [15 Minutes]
  • TotalAgility 2026.2 Update - DocAI Developer

TotalAgility 2026.3 Update for DocAI Developers

This learning path provides a comprehensive walkthrough of the latest DocAI-focused features, enhancements, and innovations introduced in the TotalAgility 2026.3 release. Designed for developers building and extending DocAI Studio solutions, this course highlights how new capabilities improve programmatic solution creation, extraction quality, validation, and document ingestion.

Learning Outcomes

By the end of this course, participants will be able to:

  • Identify and understand the key DocAI-related updates introduced in TotalAgility 2026.3
  • Leverage the new DocAI SDK to create DocAI solutions programmatically
  • Configure and apply business rule validators for document type validation in DocAI Studio
  • Interpret Extraction Accuracy results to evaluate and improve solution performance
  • Configure File Import to expand document ingestion options in DocAI Studio
  • Apply general platform enhancements to build more efficient and scalable solutions
  • Use GenAI Confidences to assess the quality of classification and extraction results

Topics Covered

  • DocAI SDK for programmatic creation of DocAI solutions
  • Business Rule Validators for document type validation in DocAI Studio
  • Extraction Accuracy scoring and evaluation in DocAI Studio
  • File Import from local network sources in DocAI Studio
  • General platform enhancements across security, integration, data handling, AI capabilities, and accessibility
  • GenAI Confidences: meaningful confidence scoring for classification and extraction

Audience

  • DocAI Developers

Training component modules and exams
  • TotalAgility 2026.3 Update - Business Rule Validators   [7 Minutes]
  • TotalAgility 2026.3 Update - DocAI File Import   [9 Minutes]
  • TotalAgility 2026.3 Update - Extraction Accuracy   [8 Minutes]
  • TotalAgility 2026.3 Update - DocAI SDK   [8 Minutes]
  • TotalAgility 2026.3 Update - GenAI Confidences   [8 Minutes]
  • TotalAgility 2026.3 Update - General Enhancement   [12 Minutes]
  • TotalAgility 2026.3 Update for DocAI Developers

Enrollment Options

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NameDuration/DatesPriceLink
TotalAgility DocAI Solution Developer Perpetual FREE

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TotalAgility 2026.3 Update for DocAI Developers

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