Course/Exam Description
Announcement
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
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
| Name | Duration/Dates | Price | Link |
|---|---|---|---|
| TotalAgility DocAI Solution Developer | Perpetual | FREE |
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