1) Access to the Kofax Server

2) 3-5 PDF documents of the same format that fulfil the format requirements.

1) Open Kofax Total Agility - Transformation Designer

2) Open AP Invoice extraction group

3) Open document class and filter

4) Open Folder with training documents

5) Select Document in Project Tree. Select all documents you would like to add, right click, click recognize, then the default reader

6) Right click on all documents you would like to add and Select 'Add to Training Set of Selected Class (Extraction).

7) Enter available data for each document, validate and add to training set

8) Run Extraction Training

9) Save and release project

10) Follow the release Kofax Classification Group guide

11) Configure the supplier in Epicor if this has not been done yet.