What does a Kofax freelancer do?
A Kofax freelancer builds and integrates intelligent document and process automation solutions using Kofax TotalAgility. This specialist designs process maps, configures execution workflows, and connects the platform to external business systems. They write custom scripts to handle complex data logic and manage the flow of documents through automated stages. The work centers on turning manual document handling into streamlined, code-driven processes that run without constant human intervention.
- Designs and configures process solutions in TotalAgility Builder and Workspace by mapping out each step of the automation workflow. This involves setting up Smart Process Applications that define how documents move from intake to final storage or action. The freelancer ensures every activity in the map has clear rules for execution and monitoring so the system runs predictably.
- Develops and manages scripted activities using C# within the TotalAgility environment to handle specific data transformations or logic checks. These scripts execute on the Integration Server and allow the automation to make decisions based on document content or external data sources. The freelancer tests these components to confirm they run correctly when triggered by the process map.
- Implements integration capabilities by building inputs with the Web Services Connector SDK to submit documents and images to TotalAgility. This work connects the automation platform to other enterprise systems, allowing data to flow between them without manual re-entry. The freelancer configures device profiles and client settings to ensure documents submit correctly from various sources into the automated workflow.
How to hire a Kofax freelancer on Upwork
Step 1: Post a job
Define your automation requirements clearly to attract specialists who build solutions in Kofax TotalAgility. Use the Job Post Generator powered by Uma™, Upwork's Mindful AI to draft a precise description from a few sentences about your needs. You can write a new post, update a saved draft, or reuse an existing post to start your search.
- Specify whether you need process maps designed in TotalAgility Builder or C# script activities configured for the Integration Server.
- List required integration points, such as Web Services Connector SDK inputs for submitting documents to Smart Process Applications.
- Clarify if the role involves monitoring execution across connected systems or configuring device profiles for document capture.
Step 2: Evaluate candidates
Look for portfolios that demonstrate configured TotalAgility process solutions and working integration artifacts. Uma can run instant video interviews and build shortlists with side-by-side comparisons to help you assess technical fit quickly.
- Verify experience building Smart Process Applications that orchestrate execution and monitor activities across external systems.
- Check for examples of scripted activities where C# code executes correctly on the Kofax TotalAgility Integration Server.
- Confirm ability to develop Web Services Connector SDK-based inputs that successfully submit images and pages into workflows.
Step 3: Interview your top choices
Discuss specific technical challenges related to process design and system integration within the Kofax ecosystem. Schedule and conduct these interviews within Upwork Messages, which generates an immediate transcript and summary after each session.
- Ask how they configure device profiles to ensure documents route correctly through the Web Services Connector.
- Request details on debugging script activities when the Integration Server fails to execute custom C# logic.
- Explore their approach to mapping complex business processes in TotalAgility Workspace for clear monitoring and execution.
Step 4: Agree on scope and begin work
Set clear milestones for delivering configured process maps, integration components, and tested script activities. Use Upwork Messages and the contract workroom for communication and project management, plus identity verification, payment protection, hourly tracking, and project funds for security.
- Define deliverables such as deployment-ready configuration files that support document submission and workflow execution.
- Establish testing criteria for Smart Process Applications to confirm they integrate properly with your external systems.
- Set expectations for ongoing support of Integration Server scripts and monitoring tools after the initial build phase.
Upwork is not affiliated with and does not sponsor or endorse any of the tools or services discussed in this article. These tools and services are provided only as potential options, and each reader and company should take the time needed to adequately analyze and determine the tools or services that would best fit their specific needs and situation.
The rates and information provided in this article are based on current data and industry sources available at the time of publication. Freelance rates can vary depending on factors such as experience, location, project scope, and market conditions. Readers are encouraged to conduct their own research to confirm current rates and trends, as this information may change over time.