Sharing videos & configurations for Kofax Document Imaging solutions.
Kofax RPA , Mobile , SignDoc , TotalAgility

Client Onboarding, Part 3: Agreement & Archival

  • 08-08-2023
  • Kofax RPA , Mobile , SignDoc , TotalAgility
  • Other , Financial Services , Banking & Insurance , Government
  • Berry Vanleeuwen
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This demonstration shows the TotalAgility platform being used for a Client Onboarding or New Account Opening scenario for the fictitious BankRight organisation.
Part 1 covers the application and ID verification process. 
Part 2 covers the workflow & task management agent experience. 
Part 3 covers the agreement eSigning & archiving processes.

The full demonstration uses TotalAgility, Mobile Capture, Mobile ID Verification, RPA & SignDoc, as well as integrations to SharePoint, and web services.