top of page

Why You Should Migrate to Kofax TotalAgility

Kofax TotalAgility is a relatively newer capture platform than Kofax Capture and Kofax Transformation Module. TotalAgility can do everything and anything currently done by Capture and Transform Module. Companies that have been working with Kofax for years are working on migrating their legacy Kofax applications to KTA platforms. There could not be a better time to upgrade to KTA with the help of our experts.

Kofax Capture

Kofax Capture is an open capture platform for data capture and classification extraction. It can do OCR, OMR, barcodes, handprint, and any other extraction you need. Delivering the correct information to corporate repositories and applications for quicker and more accurate decisions. Capture integrates with any other enterprise software through Kofax Import Connector. It can import emails, web service calls, mobile devices, XML, faxes, and many more formats. With tight integration with virtually all capture channels and your organization's record system, you gain control over the critical content that drives business decisions. Kofax Capture will integrate unlimited software solutions to bring Enterprise-class document capture to your organization.

Kofax Transformation Modules

Kofax Transformation Modules (KTM) is an add-on to Kofax Capture. It uses a lot of machine learning and artificial intelligence to extract and classify the data just imported to Capture. It also improves information visibility by using validation forms. It is customizable, so you can add buttons and tabs to fit your needs. KTM has trainable document separation, which reduces document classification, separation, and data entry costs. KTM also has trainable document extraction, so while you process documents, KTM will learn. This way, you'll have better results every time you extract or separate documents. KTM will also remove manual validation and image keying.

Kofax Capture has Scan and Import, Kofax VRS, and Kofax Transformation. Kofax VRS is another add-on to Kofax Capture. Kofax VRS Elite is a patented image enhancement and perfection platform—all these necessary connectors for exporting your data when using Capture.

Why you should migrate to Kofax TotalAgility

Kofax TotalAgility (KTA) has all those same features integrated into one platform with even more to offer. KTA has process orchestration, dynamic case management, business rules, web and mobile-ready forms, and third-party integrations.

KTM, as mentioned, is customizable by adding buttons and tabs, but KTA takes it to another level. KTA can change the color of those buttons. But in all seriousness, you can add RPA to it. This means you can add electronic signatures, mobile web SDKs, and more all in one integrated platform. KTA customizations are all done through a low-code or no-code type of configuration. And KTA is a multi-tenant model. There is no need for each tenant to have their own separate platform when you can now have all the different tenants meet their needs with one integrated platform.

A significant feature of KTA is Kofax's evolving Cognitive Capture, the most recent additions being sentiment analysis and entity recognition. Sentiment analysis allows KTA to read a document and tell you if there's a good, bad, happy, or sad sentiment to a piece of text. KTA can also identify all the names, currencies, addresses, and more with entity recognition. Cognitive Capture is a part of Kofax's cognitive document automation (CDA). Kofax CDA uses artificial intelligence and OCR to automate the acquisition, understanding, and integration of documents needed in your business processes. CDA extends the capability of RPA, allowing your automation to evolve to your business needs. The AI functions in Cognitive Capture allow for Omni Capture Capability. You get information from any source: paper, fax, mobile devices, documents scanned in from MFPs, or coming in through email. You could be reading from a database or using RPA to scrape websites and portals.

But that is just the information ingest stage. Now for the digest. Very similar to Kofax Capture and KTM but enhanced by Kofax's AI abilities. Machine learning takes over document classification, entity recognition, and sentiment analysis. KTA can classify that document information, extract relevant results, and validate it against your backend systems. After the data is digested, it's time to integrate it with your ERM, your CRM line of business systems currently using. KTA can integrate with anything and everything, web service, database calls, flat files, or even RPA to input directly in the portals, that there is no API available. As Kofax TotalAgility has Omni Capture, it also has Omni Export creating a perfect environment for AI integration. KTA is an entirely web-based capture automation for batch-processing document classification, doc typing, and folder-level indexing.

Documents in KTA live through a lifecycle driven by business rules, which could be legal or SLAs you must meet. So instead of just using Capture and KTM and sending the data onto your workflow systems, you have this all in a single place. Your business can eliminate the number of integrations you have captured. KTA can also capture additional documents at the beginning, middle, or end of the process. With this feature comes Granular Security, so no matter where the documents are in the process, they are fully secured. This allows HR, legal, medical, and other regulated professions to do their work while upholding internal PHI requirements, HIPPA requirements, and more.

Kofax analytics inside KTA allows for better monitoring and reporting. In the platform is a dashboard that can show in-depth activities such as session time by a tenant, where they have it opened, and if they are working on an item. You can see how long a document is sitting in specific queues, how long it's sitting in certain work activities, how many are processing, and so much more. This allows for great insight into the entire process that isn't accessible with Capture and KTM.


Kofax Capture and Kofax Transformation Modules are legacy products that may not be robust enough to fit your company’s requirements. Kofax TotalAgility will migrate your current KTM project to maintain your classification and extraction sets. This saves time and effort when moving an existing technology stack. After moving your project over to Kofax TotalAgility, you will need to familiarize yourself with the new features and potentially retrain your documents. Tromba Technologies supports your migration journey and keeps your business moving in the right direction with your automation process strategy. Tromba Technologies has been providing Kofax software services for two decades, and our experts are here to help with all your Kofax and automation needs.

Featured Content

TrombaAI is Tromba’s SaaS/Cloud Automation platform. To learn more, visit or contact Tromba at

Are you a Kofax TotalAgility customer?

Are you an Upland FileBound customer?

Are you interested in Cloud or OnPremise automation platform? We can help you with all of this as well. Contact us by visiting or at for more information.


bottom of page