OpenText Captiva Designer Training

Instructor-Led Training Parameters

Course Highlights

  • Instructor-led Online Training
  • Project Based Learning
  • Certified & Experienced Trainers
  • Course Completion Certificate
  • Lifetime e-Learning Access
  • 24x7 After Training Support

OpenText Captiva Designer Training Course Overview

OpenText Captiva Designer Training by Multisoft Systems is a specialized course designed for professionals seeking to master the configuration and development of intelligent document capture solutions. Captiva Designer is the core component of the Captiva Capture platform, used to create workflows that extract, validate, and route critical business information from paper or digital documents into enterprise systems. This training provides in-depth knowledge of building and customizing capture processes using Captiva Designer, including setting up modules for scanning, recognition, classification, validation, and export. Participants will learn how to design end-to-end document workflows that improve data accuracy, automate manual processes, and enhance operational efficiency. The course covers essential topics such as document profiling, form templates, advanced scripting, barcode recognition, image processing, and export configurations. Taught by industry experts, the program includes hands-on exercises and real-world scenarios to ensure learners gain practical experience. It is ideal for IT professionals, developers, and system integrators involved in document management or enterprise content capture solutions.

By the end of the course, participants will be able to design, test, and deploy robust document capture applications using Captiva Designer, enabling their organizations to streamline document processing and integrate captured data seamlessly into business workflows.

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OpenText Captiva Designer Training Course curriculum

Curriculum Designed by Experts

OpenText Captiva Designer Training by Multisoft Systems is a specialized course designed for professionals seeking to master the configuration and development of intelligent document capture solutions. Captiva Designer is the core component of the Captiva Capture platform, used to create workflows that extract, validate, and route critical business information from paper or digital documents into enterprise systems. This training provides in-depth knowledge of building and customizing capture processes using Captiva Designer, including setting up modules for scanning, recognition, classification, validation, and export. Participants will learn how to design end-to-end document workflows that improve data accuracy, automate manual processes, and enhance operational efficiency. The course covers essential topics such as document profiling, form templates, advanced scripting, barcode recognition, image processing, and export configurations. Taught by industry experts, the program includes hands-on exercises and real-world scenarios to ensure learners gain practical experience. It is ideal for IT professionals, developers, and system integrators involved in document management or enterprise content capture solutions.

By the end of the course, participants will be able to design, test, and deploy robust document capture applications using Captiva Designer, enabling their organizations to streamline document processing and integrate captured data seamlessly into business workflows.

  • Understand the architecture and components of the OpenText Captiva Capture platform
  • Learn to navigate and utilize the Captiva Designer interface effectively
  • Design and configure document capture workflows, including scan, recognition, validation, and export modules
  • Implement form templates and document classification techniques
  • Use scripting to customize and enhance workflow functionality
  • Configure barcode recognition and image processing settings
  • Set up data validation rules and user interaction forms

Course Prerequisite

  • Basic understanding of document management and capture concepts
  • Familiarity with Windows operating system and file structures
  • Knowledge of XML and scripting (VBScript or JavaScript) is helpful

Course Target Audience

  • Document Management Professionals
  • System Integrators
  • IT Administrators
  • Capture Workflow Developers
  • Business Process Automation Specialists
  • Enterprise Content Management (ECM) Consultants
  • Digital Transformation Teams
  • OpenText Captiva System Users and Implementers

Course Content

  • Perform the process development lifecycle
  • Use Captiva Designer Configuration Tools
  • Design processes for different production-like requirements
  • Using given business requirements, create Captiva Capture processes using CaptureFlow Designer
  • Develop and deploy custom .NET code assemblies for error handling and tree manipulation

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OpenText Captiva Designer Training (MCQ) Assessment

This assessment tests understanding of course content through MCQ and short answers, analytical thinking, problem-solving abilities, and effective communication of ideas. Some Multisoft Assessment Features :

  • User-friendly interface for easy navigation
  • Secure login and authentication measures to protect data
  • Automated scoring and grading to save time
  • Time limits and countdown timers to manage duration.
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OpenText Captiva Designer Corporate Training

Employee training and development programs are essential to the success of businesses worldwide. With our best-in-class corporate trainings you can enhance employee productivity and increase efficiency of your organization. Created by global subject matter experts, we offer highest quality content that are tailored to match your company’s learning goals and budget.


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360º Learning Solution

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Learning Assessment

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Certification Training Achievements: Recognizing Professional Expertise

Multisoft Systems is the “one-top learning platform” for everyone. Get trained with certified industry experts and receive a globally-recognized training certificate. Some Multisoft Training Certificate Features :

  • Globally recognized certificate
  • Course ID & Course Name
  • Certificate with Date of Issuance
  • Name and Digital Signature of the Awardee
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OpenText Captiva Designer Training FAQ's

Captiva Designer is a core tool in the OpenText Captiva platform used to create, configure, and manage document capture workflows—enabling businesses to automate data extraction, validation, and routing from scanned or digital documents.

This course is ideal for IT professionals, system integrators, developers, and content management specialists who work with document-driven business processes and want to automate data capture and workflow design.

No prior experience with Captiva is required, but a basic understanding of document capture concepts and scripting (VBScript or JavaScript) will be beneficial.

Yes, the training includes hands-on labs and real-world scenarios to help learners gain practical experience in configuring and deploying capture workflows using Captiva Designer.

To contact Multisoft Systems you can mail us on info@multisoftsystems.com or can call for course enquiry on this number +91 9810306956

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