Course/Exam Description
Course Title: TotalAgility DocAI Solution Developer
Skill Level: Introductory
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
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
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
Enrollment Options
| Name | Duration/Dates | Price | Link |
|---|---|---|---|
| TotalAgility DocAI Solution Developer | Perpetual | FREE |
Badges
Certifications
Associated Courses / Exams
Education