# TotalAgility documentation

To access the full documentation set online, see the Tungsten TotalAgility 2026.1 Product Documentation page.

To launch the online help for the installed version of the product, click the Help icon  in the application.

When upgrading to TotalAgility 2026.1 from an earlier version, ensure that the "Import system Workspace package" option is selected to view the Workspace help online; otherwise, you must import the WorkspaceHeader form from the TotalAgility Workspace package.

You can access the TotalAgility documentation online as well as offline mode.

## Full documentation set

A complete set of TotalAgility documentation includes the following items.

Guide/Help | Description
--- | ---
Administrator's Guide | Provides information for administrators who are responsible for configuring and maintaining a TotalAgility installation.
Advanced Studio Help | Provides details about using TotalAgility Advanced Studio to design business jobs and cases, assign resources, create forms, integrate with external applications, and more.
API Documentation | Includes the details of the supported APIs (excludes deprecated methods), supported methods for each service, and all input and output including the required fields, field types, and enumerations, any special information about each method, coding examples, and related details.
Architecture Guide | Provides an overview of the TotalAgility architecture, covering various deployments for on-premise, on-premise multi-tenancy, and Azure environments.
Best Practices Guide | Describes the best practices to follow when using TotalAgility to improve performance, cost, maintenance, availability, and security.
Configuration Utility Guide | Provides instructions for using the Configuration Utility to update settings across various configuration files for different installation and deployment types.
Features Guide | Provides an overview of the TotalAgility features.
Installation Guide | Provides instructions on installing TotalAgility and integrating it with other products.
Integration Server Installation Guide | Provides instructions on installing TotalAgility Integration Server and integrating it with other products.
On-Premise Multi-Tenant Installation Guide | Provides instructions on installing and configuring a TotalAgility On-Premise Multi-Tenant system.
Prerequisites Utility Guide | Provides system requirements for installing TotalAgility, instructions for running the Pre-requisite Utility, and a software checklist for various installation types.
Reporting Tables | Describes the Dimension and Fact tables of the Reporting data warehouse that store information related to Capture Client activities in TotalAgility.
Reporting Views | Describes the sample views provided with Reporting.
Tables for Analytics | Describes the TotalAgility tables and fields used by Analytics for TotalAgility.
Tenant Management System Help | Describes how to create and manage tenants using the TotalAgility On-Premise Multi-Tenant system.
Tenant Management System Installation Guide | Provides instructions for installing the TotalAgility Tenant Management System.
TotalAgility Studio Help | Provides details about using the TotalAgility Studio application that allows citizen developers to configure the workflow and Capture items with little or no training. The Tungsten TotalAgility Studio Help encapsulates the help of the following applications. Tungsten Copilot DocAI Classification Workflow Skins Rules RPA AI Agent Business Data Import
Web Capture Control Help | Provides details for using a Web Capture control in creating multi-page documents, creating a new document in a new folder, deleting pages that have been incorrectly scanned, and more; also, describes the buttons available in a Web Capture control toolbar.
Workspace Help | Provides details for using TotalAgility to design business jobs and cases, assign resources, create forms, integrate with external applications, and more.
Other documentation
Capture Client help for Capture activities | Provides help for using Capture activities in TotalAgility. It includes the following help systems: Document Review Activity Help Scan Activity Help Scan Create New Job Form Help Validation Activity Help Verification Activity Help
Devices Help | Provides details for managing devices connected to TotalAgility.
Document Converter Help | Provides instructions on how to configure the parameters that determine the tools to use for document conversion, connection to the Adobe Experience Manager output server that is used to convert XFA forms to PDF format, and log files and traces.
Export Connector Help | Provides instructions on managing an Export Connector and setting up an Export Connector for a document type.
Transformation Converter Help | Provides instructions on how to convert Tungsten Capture and Tungsten Transformation projects into the correct format so that they can be used in TotalAgility.
Front Office Server .NET Restful Web Service API for the Device Client | Provides documentation for the .NET Restful Web Service API for the Device Client.
Front Office Server .NET Legacy API for the Device Client | Provides documentation for the .NET Legacy API for the Device Client.
Message Connector Help | Provides instructions on how to configure and use Message Connector.
MFP Starter Pack Getting Started Guide | Provides instructions on how to use TotalAgility to import and process the MFP Starter Pack.
MFP Administrator's Guides for Devices | Describe how to prepare MFP devices to work with TotalAgility. The administrator's guides for the following devices are available: Canon MEAP Canon ScanFront Emulator Fujitsu HP Konica Minolta Kyocera Lexmark Ricoh Xerox
MFP Web Services Connector SDK Developer's Guide | Provides an overview and instructions for developing inputs with the MFP Web Services Connector Software Developer Kit (SDK). Along with this guide, the SDK provides documentation for the Web services.
Repository Browser Help | Provides instructions on how to use the Repository Browser to view the extraction results for a set of folders and documents.
Search and Matching Server documentation | Provides documentation of the Tungsten Search and Matching Server, which handles search requests from various Tungsten Automation applications for large volumes of data located at a remote site.
Transformation Designer Help | Provides instructions on how to use Transformation Designer to set up, store, and test projects that contain all the necessary information for processing documents.
Transformation Designer Scripting Help | Provides an introduction to the WinWrap Basic Editor and an overview of the available scripting events.
XDoc Browser Help | Provides help on using the XDoc Browser, a program that provides direct access to the document representation that is used by TotalAgility. With XDoc Browser, you can open and display an XDoc along with any referenced images for testing, demonstration, and debugging purposes.
Documentation only available on the Product Documentation page (and not in the Offline documentation package)
Cloud InfoSec Primer | Provides details about deploying TotalAgility Cloud, which is a fully managed, hosted version of Tungsten TotalAgility available as a SaaS-based offering. The guide explains the TotalAgility Cloud architecture and includes details about AI services, business continuity, information security, and more.
Federated Security in TotalAgility | Provides information about claims-based identity in TotalAgility.
Release Notes | Includes key details about the new and enhanced features in TotalAgility 2026.1. It also lists the changes to the existing behaviors, known issues, and resolved issues in this version of TotalAgility.
Technical Specifications | Provides technical specifications for TotalAgility.
Tutorial for Capture Starter Pack | Lets you test drive a predefined TotalAgility solution that requires minimal configuration to create and process TotalAgility jobs right away.
Tutorial for Case Management | Guides you through setting up case management features in TotalAgility Advanced Studio and then applying these features using a sample use case.
Tutorial for Data Objects | Provides information about how to create a solution using Data objects and create and update data using Data objects and RESTful service.
Tutorial for Online Learning | Explains how to create a Machine Learning project that uses Online Learning for classification and extraction of documents.
Tutorial for Workflow | Provides information about how to create a workflow quickly so you can start working with a fully functional TotalAgility solution.

## Offline documentation

If you require offline documentation, you can download it from the Tungsten Automation Fulfillment Site. For each language, a separate documentation package is available to download as a compressed file, such as TotalAgilityDocumentation_2026.1_EN.zip for English or TotalAgilityDocumentation_2026.1_FR.zip for French.

Following is the list of TotalAgility supported languages and the language codes used in the ZIP files.

Language | Code
--- | ---
Brazilian Portuguese | pt_BR
English | EN
French | FR
German | DE
Italian | IT
Japanese | JA
Spanish | ES

The English and Japanese .zip files include both help and print folders. The print folder contains PDF guides, such as the installation guide and administrator's guide. The .zip files for other languages contain a limited set of localized files.

Prerequisites

The following are the prerequisites for accessing the TotalAgility documentation offline.

1. In the TotalAgility product installation files, inside the Agility.Server.Web\Help folder, the TotalAgility installer creates the TotalAgility_designer and API folders by default. Manually create other folders such as Workspace and TotalAgility Studio.

2. Create a folder for the desired language. For example, to access TotalAgility documentation offline for English, create the EN folder for each item.

3. From the Tungsten Automation Fulfillment Site, download the documentation.zip file for the applicable language, such as English.

4. Extract the contents of the compressed documentation file to your local computer.

The following procedure describes accessing TotalAgility documentation offline for English.

1. For accessing TotalAgility documentation offline for English, create the EN folder for each item as given in the following table.

   In a distributed environment, copy files on the Web server, and apply the Web.config changes on the Application and Web servers.

   Copy the contents from the folder | Paste the contents to the folder
   --- | ---
   Designer | \\Tungsten\TotalAgility\Agility.Server.Web\Help\TotalAgility_designer\EN The TotalAgility installer creates the TotalAgility_designer and API folders inside the Help folder. You must manually create other folders such as Workspace and TotalAgility Studio and then copy the contents into the respective folders.
   Devices | \\Tungsten\TotalAgility\Agility.Server.Web\bin\Administrative\Help\Devices\EN
   DocumentConverter | \\Tungsten\Document Converter\web\en\WebHelp
   ExportConnector | \\Tungsten\TotalAgility\Help\ExportConnector_help\EN
   Transformation_Converter | \\ProgramData\Tungsten\Transformation\en_US\help\Transformation_Converter
   MessageConnector | For fresh installation of TotalAgility: \\Tungsten\ImportConnector\MC\web\en\WebHelp While upgrading to the latest version of TotalAgility: \\Kofax\KIC-ED\MC\web\en\WebHelp
   RepositoryBrowser | \\Tungsten\TotalAgility\Agility.Server.Web\Help\RepositoryBrowser\EN
   SDK_Documentation | \\Tungsten\TotalAgility\Agility.Server.Web\Help\API\EN
   TenantManagementSystem | \\Tungsten\TotalAgility\Agility.Server.Web.TenantManagement\TenantManagement\Help\TenantManagementSystem\EN
   TotalAgility Studio | \\Tungsten\TotalAgility\Agility.Server.Web\Help\TotalAgilityApps\EN To launch DocAI Studio help in offline mode, you must copy all contents from TotalAgility Studio into the DOCAI folder at the following location: \Tungsten\TotalAgility\Agility.Server.Web\Help\DOCAI\EN
   TransformationDesigner | \\ProgramData\Tungsten\Transformation\en_US\help\TransformationDesigner
   WebCaptureControl | \\Tungsten\TotalAgility\Agility.Server.Web\Help\WebCaptureControl\EN
   Workspace | \\Tungsten\TotalAgility\Agility.Server.Web\Help\Workspace\EN
   XDocBrowser | \\ProgramData\Tungsten\Transformation\en_US\help\XDocBrowser
   Activity folder within CaptureClient Example: DocumentReviewActivity | \\Tungsten\TotalAgility\Agility.Server.Web\Forms\Controls\Capture\Help\DocumentReviewActivity\EN

2. Navigate to the installation folder.

   For the help | Perform the following steps
   --- | ---
   TotalAgility Advanced Studio Devices Transformation Designer XDoc Browser Transformation Converter | Open TotalAgility Web.config in a text editor from the following location: \\Tungsten\TotalAgility\Agility.Server.Web Locate the <appSettings> section and remove http://docshield.tungstenautomation.com/TotalAgility from the key value: <add key="OnlineHelpURL" value="http:// docshield.tungstenautomation.com/TotalAgility"/>. For the Transformation Designer, XDoc Browser, and Transformation Converter Help to work offline, make sure that TotalAgility is actively connected to Transformation Designer. To connect TotalAgility to Transformation Designer, log in to Transformation Designer, select File > Connections, and provide the connection path.
   TotalAgility Export Connector | Open Agility.Server.ExportConnector.exe.config in a text editor from the following location: \\Tungsten\TotalAgility\CoreWorkerService\ Locate the <appSettings> section and remove http://docshield.tungstenautomation.com/TotalAgility from the key value: <add key="OnlineHelpURL" value="http://docshield.tungstenautomation.com/TotalAgility"/>. Alternatively, run TotalAgility.ConfigurationUtility.exe (available from the TotalAgility Product installation files at \\Tungsten TotalAgility-2026.1\Utilities\ConfigurationUtility) and remove the URL for online help from the OnlinehelpURL setting.
   TotalAgility Message Connector | Open configuration.xml in a text editor from the following location: For fresh installation: \\Tungsten\Import Connector\MC\web While upgrading to the latest version of TotalAgility: \\Kofax\KIC-ED\MC\web Locate the <OnlineHelp>1</OnlineHelp> section and replace 1 with 0.
   TotalAgility Document Converter | Open configuration.xml in a text editor from the following location: \\Tungsten\Document Converter\web Locate the <OnlineHelp>1</OnlineHelp> section and replace 1 with 0.

3. Save and close the configuration file.
   Clicking the Help icon  launches the help for the installed product.

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