Docs – Online Documentation
Announcements
Ephesoft Transact 2019.2 Service Pack
Ephesoft Transact 2019.2 Product Announcement
Ephesoft Transact 2019.1 Hotfix
Ephesoft Product Lifecycle Policy
Ephesoft Transact switch from Oracle JDK to OpenJDK: Frequently Asked Questions
Getting Started
Product Perspective
Contact Support
Administrator Overview
Operator Overview
Videos
Ephesoft Transact Getting Started Tutorial
Getting Started with Ephesoft Transact Using Automation Anywhere
Getting Started with Ephesoft Transact and UiPath
Transact Web Scanner Java Applet – 2017 End of Life Announcement
Regular Expressions
Inside the Application
Downloads
2019.2 Transact
Installing and Upgrading
System Requirements
Databases
Install and Migrate MariaDB or MySQL for Windows
Recommended Hardware Requirements
Platform Configuration and Third-Party Integrations – Ephesoft Transact 2019.2
Licensing
Licensing for Ephesoft Transact 2019.2
Licensing Policy Changes – Version 4.5.x.x and later
Ephesoft Transact Licensing – Core allocation
License Server FailOver Mechanism
Failover service and configuration tables
License Validation
32-Core Recostar License for OCR on Windows
Install and Upgrade – Single and Multi-Server
Installing on Windows Single and Multi-Server
Install Ephesoft Transact 2019.2 – Single and Multi-Server
Additional Installation Resources
PKI Authentication Support in the Ephesoft Transact Installer
Install Ephesoft Transact 2019.1 on Windows Server 2012R2 / Windows 8 and higher
Log-on Service User Credentials during Install or Upgrade
UAC, IPv6, Environment Variables Check in Windows Installer
Installer Rollback Support
Form Authentication and HTTPS Support in Ephesoft Transact Installer
Upgrading on Windows Single and Multi-Server
Upgrade to Ephesoft Transact 2019.2 – Single and Multi-Server
Additional Upgrade Resources – Windows
View Upgrade or Installation Logs Windows
Database Type Matching in Server.xml and Windows Registry During Upgrade
Installing on Linux
Installing Ephesoft Transact 2019.1 – Single-server – Linux – Fresh Installation
Installing Ephesoft Transact 2019.1 – Single-server – Linux – Silent Installation
Additional Installation Resources
Linux Installer Update – Silent
Installing Ephesoft on Ubuntu 14.10
Installing Ephesoft on CentOS 6.6 on Ephesoft 4.0.x
PKI Authentication Support in Ephesoft Transact Installer (Linux)
Ephesoft Linux Uninstallation guide
Upgrading on Linux
Upgrading to Ephesoft Transact 2019.1 – Single-Server – Linux
View Upgrade or Installation Logs Linux
Added Resources for Install and Upgrade – Windows and Linux
Installing on Windows
4x: Recommended settings for a Ephesoft WebUI ONLY Server
Multi server Deployment Over Multiple Regions
Best Practices for a Multi-Server Environment
Multi-Server Deployment
Upgrading on Windows
How to Perform Routine Ephesoft Backups
Installing on Linux
Ephesoft Linux Multi-Server Upgrade Installation Guide
Ephesoft Linux Multi-Server Installation guide
Samba Share Configuration for Ephesoft in Multi-Cluster environment on UBUNTU Linux
Samba Share Configuration for Ephesoft in Multi-Cluster environment on REDHAT Linux
Ubuntu Multi-server installation
Create Samba Share on RHEL 6.5 or Higher
Create Samba Share on Ubuntu 13.10
Create Samba Share
Upgrading on Linux
Release Notes
Machine Learning Improvements: Machine Learning for Invoices and Enhanced Machine Learning
Expedite Export
EText Support – Leveraging Existing Text Layer in PDF Documents
Ephesoft Transact Release Support
Ephesoft Transact 2019.2 Known Issues & Workarounds
Importing Documents
Set Up Watch / Drop Folders
How many folder levels down does Folder Import Pickup?
Web Scanner
Web Scanner Configuration
Web Scanner Profiles
How WebScanner Caches Images
How to use Web Scanner?
Web Scanner | Encryption of Temporary Files for Web Scanner
Web Scanner | Web Scanner Installer Improvement (HTTPS)
E-mail Configuration
Email Import
Email Import Configurations – Version 4.0.6.0
Access Email Headers in Batch XML
E-mail Configuration
Mail Retry Mechanism
Mail Body Download
Email Import Improvements
CMIS Import Plugin
Upload Batch
Upload Batch Charts
Web Scanner Caching Improvement
Batch Class Management
Batch Class Features
Batch Class Management Charts
Batch Class Tree Navigation
Batch Class Copy
Batch Class Delete
Batch Class Import/Export
Batch Class Field
Export/Import areas within Ephesoft Transact
Document Type Import/Export
Add New Document Type
Restrict special characters on Document Type Name
Learning Documents
Copy Document type
Document type change on Validation Screen
View Test Classification Learn Files
Delete document type
Add New Index Field
Index Fields
Index Field Import/Export
Function Keys
Index Fields
Validation Rules
Copy Index Field
Delete index field
Table Extraction
Table Extraction Configurator
Hidden Table Column Feature
Support of Currencies in Table Validation Rules
Test Classification
Line Item Matching
Test Extraction
Test Extraction
Extraction | View Complete Extracted Value
Paragraph Extraction
Ephesoft Encryption Framework
Module/Plugin Configuration
Folder Import Module
Create OCR input Plugin
Create Thumbnails Plugin
Import batch folder plugin
Import multipage files plugin
GraphicsMagick
Import Multipage Files – Break Multipage Tiff
Page Process Module
Create OCR input Plugin
Create Display Image Plugin
Key Value Page Process
Nuance HOCR Plugin
KV Page Process Plugin
Support for image enhancement features like despeckle, line removal in Nuance
Tesseract HOCR Plugin
Search Classification Plugin
Recostar HOCR Plugin
Recostar HOCR Plugin
OCR Languages Selection from the UI
OCR | Fraud Detection Using OCR Font Switch
Multidimensional Classification
Custom Export Plugin – Configuration and User Guide
Ephesoft Cloud HyperExtender Plugin 2019.2
Document Assembly Module
Document Assembler Plugin
Change Unknown Documents to Document Type
Document Assembly: File Boundary Classification
Barcode Reader Plugin
Progressive Barcode Engine – Version 4.0.6.0 and Above
Barcodes supported by Ephesoft
How to Use Barcode Plugins
Differences: Document Assembler vs Advanced Document Assembler
Workflow and Software Specification Diagram
Review Document Module
Review Document
Rotate Image Left
Extraction Module
Regular Regex Extraction Plugin
Advanced Fixed Form Extraction
Default Index Field Value Plugin
Table Extraction Plugin
Set Coordinates
Table Extraction Suggestion Box Switch
Fuzzy DB Extraction
How to Perform Multiple FuzzyDB Lookups
How to configure Field Fuzzy with separate index fields pointing to different Database
Fuzzy DB Design Revamp
Fuzzy DB Extraction
Automatic FuzzyDB Learning in 4.x
Fuzzy DB Extraction Plugin
How to use Fuzzy DB Extraction
Scripting Plugin
Nuance Extraction plugin
Form Data Extraction Through Nuance & Installation
Barcode Extraction Plugin
Recostar Extraction plugin
Recostar Design Studio
Nuance Form Template Editor
Key Value Extraction
KV Rule with out of the box regex for US currency does not extract value correctly
Key Value Extraction plugin
Automatic Regex suggestion and creation
Key Value Extraction
KV Extraction Normalization
Alternate Values Limit
Extraction | Custom REST API Lookup
Extraction | Fuzzy Search Improvement
Machine Learning | Machine Learning for Tables
Machine Learning | Custom Dictionary Support
Extraction | Table Extraction for 2-Column Layout
Extraction | LIM Improvements
Extraction | Hidden Document Type Feature
Extraction | Copy Table Extraction Rules
Machine Learning | Support for Multiple JSON Files
Machine Learning | Role-Based Table Machine Learning
Machine Learning | Machine Learning Classification and Extraction Roles
Machine Learning | Machine Learning of Global Document Types
Extraction | Support for PDF Portfolio Files
Machine Learning | Support for Multilingual Files
Automated Validation Module
Automated Regex Validation Plugin
Validate Document
Export Module
Box Export Plugin
Export to Microsoft SharePoint 365
Create Multipage Files Plugin
Black/White (grayscale) option for ITEXT
Export | Multipage PDF Compression
PDF/A Creation
Clean Up Batch Instance(s)
DB Export Configuration
Tabbed PDF Plugin
Key Value Learning Plugin
IBM CM Plugin
Docushare Export Plugin
DB Export Plugin
Append or concatenate parameters for DB export
CSV File Creation Plugin
How do you configure the CSV Export plugin?
Copy Batch XML Plugin
Variables used by copy batch xml export plugin
Clean Up Plugin
Import and Export | Cleanup Plugin for the Folder Import and Export Modules
CMIS Export Plugin
CMIS EXPORT – Supported Data Types
Export | Custom Export to Web Services Guide
Export | Support of Export to SharePoint 2013 and 2016
Export | SharePoint Plugin Improvements
TABBED_PDF Plugin and Ordering Doc Types
Export | Export of Values into “Multiple” Fields via CMIS Export Function
Batch Instance Management Screen
Batch Instance Progress Bars
Batch Instance Delete
Batch Instance Management Charts
Batch Instance Unlock
Batch Instance Status
Batch Instance Restart
Batch Instance Priority
Batch Instance Description Customization
Batch Instance Custom Columns
Troubleshoot Artefact Collection
Batch Instance Grid
Batch Instance Management | Batch Instance Priority Setting from Web Scanner and Upload Batch Screens
Batch List
Batch List
Batch List Charts
Review & Validation
Operator Validation Process
Database username/password restriction
Zoom Overlay for Extracted Content
RV Screen Changes
Using Keyboard Shortcuts and Country Codes in Release 4.5.0.0
Document Type Change in Validation
Folder Management
Edit from the Folder Management screen
Reporting
Ephesoft Reporting
System Config
Connection Manager – Oracle Configuration
What do all of the service_type mean in the service_status table?
Linux Catalina.out gets too big to Open in Text Editors
Communication
Enhanced Logging
Creation of Log Event When Application is Stopped / Concurrent Use is Detected
Log Monitoring Tool
Developer Docs
External Applications
Integrating External Application with Ephesoft Validation
Scripting Guide
Scripting Guide
Scripting Plugin
Application Level Script
Batch Instance Group
Batch.xml and XSD Schema for Developers
Client Side Scripting
Display Error Cause for Default Scripts
Enabling Logging Custom Scripts
JDOM Script Configuration
Testing Scripts
Trigger Field Value Change Script for Table Data Fields
Custom Plugins
How To Create A Custom Plugin
Improved Custom Plugin Import Mechanism
Transact Web Services API
Web Services Explorer (Swagger UI)
Web Service Definitions and Code Samples
Integrating Transact Web Services with Nintex
Web Services Requests
DB Schema
Report database mapping by reporting type 4.0.X
2019.1 Transact
Installing & Upgrading
System Requirements
Recommended Hardware Requirements
Platform Configuration and Third-Party Integrations – Transact version 2019.1
Licensing
Licensing Ephesoft Transact 2019.1
Licensing Policy Changes – Version 4.5.x.x and later
Ephesoft Transact Licensing – Core allocation
License Server FailOver Mechanism
Failover service and configuration tables
License Validation
32-Core Recostar License for OCR on Windows
Install & Upgrade – Single Server
Installing on Windows
Prerequisites & Preparation – Windows
Installing Ephesoft Transact 2019.1 – Single-server – Microsoft® Windows – Fresh Installation
Installing Ephesoft Transact 2019.1 – Single-server – Microsoft® Windows – Silent Installation
Additional Installation Resources
PKI Authentication Support in the Ephesoft Transact Installer
Installing Ephesoft Transact 2019.1 on Windows Server 2012R2 / Windows 8 and higher
Log-on Service User Credentials during Install or Upgrade
UAC, IPv6, Environment Variables Check in Windows Installer
Installer Rollback Support
Form Authentication and HTTPS Support in Ephesoft Transact Installer
Upgrading on Windows
Upgrading to Ephesoft Transact 2019.1 – Single-server – Microsoft® Windows
Additional Upgrade Resources – Windows
View Upgrade or Installation Logs Windows
Database Type Matching in Server.xml and Windows Registry During Upgrade
Installing on Linux
Installing Ephesoft Transact 2019.1 -Single-server- Linux – Fresh Silent Installation
Installing Ephesoft Transact 2019.1 – Single-server – Linux – Fresh Installation
Additional Installation Resources
Linux Installer Update – Silent
Installing Ephesoft on Ubuntu 14.10
Installing Ephesoft on CentOS 6.6 on Ephesoft 4.0.x
PKI Authentication Support in Ephesoft Transact Installer (Linux)
Ephesoft Linux Uninstallation guide
Upgrading on Linux
Ephesoft Transact 2019.1 Upgrade Guide – Single-Server – for Linux
View Upgrade or Installation Logs Linux
Install & Upgrade – Multi-Server
Installing on Windows
4x: Recommended settings for a Ephesoft WebUI ONLY Server
Multi server Deployment Over Multiple Regions
Best Practices for a Multi-Server Environment
Multi-Server Deployment
Upgrading on Windows
How to Perform Routine Ephesoft Backups
Installing on Linux
Ephesoft Linux Multi-Server Upgrade Installation guide
Ephesoft Linux Multi-Server Installation Guide
Samba Share Configuration for Ephesoft in Multi-Cluster environment on UBUNTU Linux
Samba Share Configuration for Ephesoft in Multi-Cluster environment on REDHAT Linux
Create Samba Share on RHEL 6.5 or Higher
Create Samba Share on Ubuntu 13.10
Create Samba Share
Ubuntu Multi-server installation
Upgrading on Linux
Release Notes
Machine Learning Improvements: Machine Learning for Invoices and Enhanced Machine Learning
Ephesoft Cloud HyperExtender Plugin 2019.1
Expedite Export
EText Support – Leveraging Existing Text Layer in PDF Documents
Ephesoft Transact Release Support
Ephesoft Transact 2019.1 Known Issues & Workarounds
Importing Documents
Set Up Watch / Drop Folders
How many folder levels down does Folder Import Pickup?
Web Scanner
Web Scanner Configuration
Web Scanner Profiles
How WebScanner Caches Images
How to use Web Scanner?
Web Scanner | Encryption of Temporary Files for Web Scanner
Web Scanner | Web Scanner Installer Improvement (HTTPS)
E-mail Configuration
Email Import
Email Import Configurations
Access Email Headers in Batch XML
Email Configuration
Mail Retry Mechanism
Mail Body Download
Email Import Improvements
CMIS Import Plugin
Upload Batch
Upload Batch Charts
Web Scanner Caching Improvement
Batch Class Management
Batch Class Features
Batch Class Management Charts
Batch Class Tree Navigation
Batch Class Copy
Batch Class Delete
Batch Class Import/Export
Batch Class Field
Export/Import areas within Ephesoft Transact
Document Type Import/Export
Add New Document Type
Restrict special characters on Document Type Name
Learning Documents
Copy Document type
Document type change on Validation Screen
View Test Classification Learn Files
Delete document type
Add New Index Field
Index Fields
Index Field Import/Export
Function Keys
Index Fields
Validation Rules
Copy Index Field
Delete index field
Table Extraction
Table Extraction Configurator
Hidden Table Column Feature
Support of Currencies in Table Validation Rules
Test Classification
Line Item Matching
Test Extraction
Test Extraction
Extraction | View Complete Extracted Value
Paragraph Extraction
Ephesoft Encryption Framework
Module/Plugin Configuration
Workflow and Software Specification Diagram
Folder Import Module
Create OCR input Plugin
Create Thumbnails Plugin
Import batch folder plugin
Import multipage files plugin
GraphicsMagick
Import Multipage Files – Break Multipage Tiff
Page Process Module
Create OCR input Plugin
Create Display Image Plugin
Key Value Page Process
Nuance HOCR Plugin
KV Page Process Plugin
Support for image enhancement features like despeckle, line removal in Nuance
Tesseract HOCR Plugin
Search Classification Plugin
Recostar HOCR Plugin
Recostar HOCR Plugin
OCR Languages Selection from the UI
OCR | Fraud Detection Using OCR Font Switch
Multidimensional Classification
Document Assembly Module
Document Assembler Plugin
Change Unknown Documents to Document Type
Document Assembly: File Boundary Classification
Barcode Reader Plugin
Progressive Barcode Engine – Version 4.0.6.0 and Above
Barcodes supported by Ephesoft
How to Use Barcode Plugins
Differences: Document Assembler vs Advanced Document Assembler
Review Document Module
Review Document
Rotate Image Left
Extraction Module
Regular Regex Extraction Plugin
Advanced Fixed Form Extraction
Default Index Field Value Plugin
Table Extraction Plugin
Set Coordinates
Table Extraction Suggestion Box Switch
Fuzzy DB Extraction
How to Perform Multiple FuzzyDB Lookups
How to configure Field Fuzzy with separate index fields pointing to different Database
Fuzzy DB Design Revamp
Fuzzy DB Extraction
Automatic FuzzyDB Learning in 4.x
Fuzzy DB Extraction Plugin
How to use Fuzzy DB Extraction
Scripting Plugin
Nuance Extraction Plugin
Form Data Extraction Through Nuance & Installation
Barcode Extraction Plugin
Recostar Extraction Plugin
Recostar Design Studio
Nuance Form Template Editor
Key Value Extraction
KV Rule with out of the box regex for US currency does not extract value correctly
Key Value Extraction plugin
Automatic Regex suggestion and creation
Key Value Extraction
KV Extraction Normalization
Alternate Values Limit
Extraction | Custom REST API Lookup
Extraction | Fuzzy Search Improvement
Machine Learning | Machine Learning for Tables
Machine Learning | Custom Dictionary Support
Extraction | Table Extraction for 2-Column Layout
Extraction | LIM Improvements
Extraction | Hidden Document Type Feature
Extraction | Copy Table Extraction Rules
Machine Learning | Support for Multiple JSON Files
Machine Learning | Role-Based Table Machine Learning
Machine Learning | Machine Learning Classification and Extraction Roles
Machine Learning | Machine Learning of Global Document Types
Extraction | Support for PDF Portfolio Files
Machine Learning | Support for Multilingual Files
Automated Validation Module
Automated Regex Validation Plugin
Validate Document
Export Module
Box Export Plugin
Export to Microsoft SharePoint 365
CREATEMULTIPAGE_FILES Plugin
Black/White (grayscale) option for ITEXT
Export | Multipage PDF Compression
PDF/A Creation
Clean Up Batch Instance(s)
DB Export Configuration
Tabbed PDF Plugin
Key Value Learning Plugin
IBM CM Plugin
Docushare Export Plugin
DB Export Plugin
Append or concatenate parameters for DB export
CSV File Creation Plugin
How do you configure the CSV Export plugin?
Copy Batch XML Plugin
Variables used by copy batch xml export plugin
Clean Up Plugin
Import and Export | Cleanup Plugin for the Folder Import and Export Modules
CMIS Export Plugin
CMIS EXPORT – Supported Data Types
Export | Custom Export to Web Services Guide
Export | Support of Export to SharePoint 2013 and 2016
Export | SharePoint Plugin Improvements
TABBED_PDF Plugin and Ordering Doc Types
Export | Export of Values into “Multiple” Fields via CMIS Export Function
Batch Instance Management Screen
Batch Instance Progress Bars
Batch Instance Delete
Batch Instance Management Charts
Batch Instance Unlock
Batch Instance Status
Batch Instance Restart
Batch Instance Priority
Batch Instance Description Customization
Batch Instance Custom Columns
Troubleshoot Artefact Collection
Batch Instance Grid
Batch Instance Management | Batch Instance Priority Setting from Web Scanner and Upload Batch Screens
Batch List
Batch List
Batch List Charts
Review & Validation
Operator Validation Process
Database username/password restriction
Zoom Overlay for Extracted Content
RV Screen Changes
Using Keyboard Shortcuts and Country Codes in Release 4.5.0.0
Document Type Change in Validation
Folder Management
Edit from the Folder Management screen
Reporting
Ephesoft Reporting
Reporting Optimization
Custom Reports
Recommendations while running Ephesoft Reports
Reporting Revamp
Ephesoft Advanced Reports- Data Archival Scripts
System Config
Connection Manager – Oracle Configuration
What do all of the service_type mean in the service_status table?
Linux Catalina.out gets too big to Open in Text Editors
Communication
Enhanced Logging
Creation of Log Event When Application is Stopped / Concurrent Use is Detected
Log Monitoring Tool
Developer Docs
External Applications
Integrating External Application with Ephesoft Validation
Scripting Guide
Scripting Guide
Scripting Plugin
Application Level Script
Batch Instance Group
Batch.xml Schema
Client Side Scripting
Display Error Cause for Default Scripts
Enabling Logging Custom Scripts
JDOM Script Configuration
Testing Scripts
Trigger Field Value Change Script for Table Data Fields
Custom Plugins
How To Create A Custom Plugin
Improved Custom Plugin Import Mechanism
Transact Web Services API
Web Service Definitions and Code Samples
Integrating Transact Web Services with Nintex
DB Schema
Report database mapping by reporting type 4.0.X
4.5.X.X Transact
Installing & Upgrading
System Requirements
Platform Configuration and Third-Party Integrations – Transact version 4.5.0.2
Platform Configuration and Third-Party Integrations – Transact version 4.5.0.1
Platform Configuration and Third-Party Integrations – Transact version 4.5.0.0
Platform Configuration and Third-Party Integrations – Transact versions prior to 4.5.0.0
Transact 4.5.0.0 Release Platform Support
Downloads
Updates and Downloads – Ephesoft v4.5.0.1 for v4.5.0.0
Updates and Downloads – Ephesoft v4.5.0.2 for v4.5.0.0
Licensing
License Validation
License Server FailOver Mechanism
Failover service and configuration tables
Ephesoft Transact Licensing – Core allocation
Licensing | Licensing Ephesoft Transact 4.5.0.x
OCR | 32-Core Recostar License
Licensing | Licensing Policy Changes
Installer | Delete Old License Information During Upgrade from Ephesoft Transact v.3.1.2.14
Install & Upgrade – Single Server
Installing on Windows
Microsoft® Windows | Transact 4.5.0.0 – Installation Guide – Fresh
Microsoft® Windows | Transact 4.5.0.0 – Installation Guide – Silent
Installer | PKI Authentication Support
Installing Ephesoft Transact v.4.5.0.0 on Windows Server 2012R2 / Windows 8 and higher
Installer | Log-on Service User Credentials
Installer | UAC, IPv6, Environment Variables Check in Windows Installer
Installer | Installer Rollback Support
Installer | Form Authentication and HTTPS Support in Ephesoft Transact Installer
Transact 4.5.0.0 — Upgrading on Windows
View Upgrade or Installation Logs Windows
Upgrade Procedure: Windows
Installer | Database Type Matching in Server.xml and Windows Registry During Upgrade
Installing on Linux
Linux | Transact 4.5.0.0 – Installation Guide
Linux Installer Update – Silent
Linux Silent Installer
Installing Ephesoft on Ubuntu 14.10
Installing Ephesoft on CentOS 6.6 on Ephesoft 4.0.x
PKI Authentication Support in Ephesoft Transact Installer (Linux)
Ephesoft Linux Uninstallation Guide
Upgrading on Linux
Ephesoft Linux Single-Server Upgrade Installation guide
View Upgrade or Installation Logs Linux
Install & Upgrade – Multi-Server
Installing on Windows
Multi-Server Deployment
Multi server Deployment Over Multiple Regions
Best Practices for a Multi-Server Environment
4x: Recommended settings for a Ephesoft WebUI ONLY Server
Upgrading on Windows
How to Perform Routine Ephesoft Backups
Installing on Linux
Ubuntu Multi-server installation
Ephesoft Linux Multi-Server Installation Guide
Create Samba Share on RHEL 6.5 or Higher
Create Samba Share
Create Samba Share on Ubuntu 13.10
Samba Share Configuration for Ephesoft in Multi-Cluster environment on REDHAT Linux
Samba Share Configuration for Ephesoft in Multi-Cluster environment on UBUNTU Linux
Ephesoft Linux Multi-Server Upgrade Installation Guide
Upgrading on Linux
Release Notes
Ephesoft Transact v.4.5.0.2 Known Issues and Workarounds
Transact Release Support
Importing Documents
Upload Batch
Upload Batch Charts
CMIS Import Plugin
E-mail Configuration
Mail Body Download
Mail Retry Mechanism
E-mail Configuration
Access Email Headers in Batch XML
Email Import Configurations – Version 4.0.6.0
Email Import
Import | Email Import Improvements
Web Scanner
How WebScanner Caches Images
Web Scanner Profiles
Web Scanner Configuration
How to use Web Scanner?
Web Scanner | Encryption of Temporary Files for Web Scanner
Web Scanner | Web Scanner Installer Improvement (HTTPS)
Set Up Watch / Drop Folders
How many folder levels down does Folder Import Pickup?
Web Scanner | Web Scanner Caching Improvement
Batch Class Management
Batch Class Features
Batch Class Management Charts
Batch Class Tree Navigation
Batch Class Copy
Batch Class Delete
Batch Class Import/Export
Batch Class Field
Export/Import areas within Ephesoft Transact
Document Type Import/Export
Add New Document Type
Copy Document type
Learning Documents
Restrict special characters on Document Type Name
Document type change on Validation Screen
Productivity | View Test Classification Learn Files
Delete document type
Add New Index Field
Index Fields
Copy Index Field
Validation Rules
Index Fields
Function Keys
Index Field Import/Export
Delete index field
Table Extraction
Table Extraction | Configurator and Extraction Improvements
Extraction | Hidden Table Column Feature
Test Classification – 4.0.6.0 and Above
Test Extraction
Test Extraction
Productivity | Test Extraction UI Improvements
Extraction | View Complete Extracted Value
Line Item Matching
Field Extraction | Paragraph Extraction
Ephesoft Encryption Framework
Module/Plugin Configuration
Workflow and Software Specification Diagram
Folder Import Module
Create OCR input Plugin
Create Thumbnails Plugin
Import batch folder plugin
Import multipage files plugin
GraphicsMagick
Import Multipage Files – Break Multipage Tiff
Page Process Module
Recostar HOCR Plugin
OCR | OCR Languages Selection from the UI
Recostar HOCR Plugin
Search Classification Plugin
Tesseract HOCR Plugin
Support for image enhancement features like despeckle, line removal in Nuance
KV Page Process Plugin
Nuance HOCR Plugin
Key Value Page Process
Create Display Image Plugin
Create OCR input Plugin
OCR | Fraud Detection Using OCR Font Switch
Document Assembly Module
Differences: Document Assembler vs Advanced Document Assembler
Barcode Reader Plugin
Progressive Barcode Engine – Version 4.0.6.0 and Above
Barcodes supported by Ephesoft
How to Use Barcode Plugins
Document Assembler Plugin
Change Unknown Documents to Document Type
Document Assembly: File Boundary Classification
Review Document Module
Review Document
Rotate Image Left
Extraction Module
Recostar Design Studio
Nuance Form Template Editor
Recostar Design Studio
Recostar Extraction plugin
Barcode Extraction Plugin
Nuance Extraction plugin
Form Data Extraction Through Nuance & Installation
Scripting Plugin
Fuzzy DB Extraction
Fuzzy DB Extraction Plugin
Automatic FuzzyDB Learning in 4.x
Fuzzy DB Extraction
Fuzzy DB Design Revamp
How to configure Field Fuzzy with separate index fields pointing to different Database
How to Perform Multiple FuzzyDB Lookups
How to use Fuzzy DB Extraction
Table Extraction Plugin
Table Extraction Suggestion Box Switch
Set Coordinates
Default Index Field Value Plugin
Advanced Fixed Form Extraction
Regular Regex Extraction Plugin
Key Value Extraction
Key Value Extraction plugin
Alternate Values Limit
KV Extraction Normalization
Key Value Extraction
Automatic Regex suggestion and creation
KV Rule with out of the box regex for US currency does not extract value correctly
Extraction | Custom REST API Lookup
Extraction | Fuzzy Search Improvement
Machine Learning | Machine Learning for Tables
Machine Learning | Custom Dictionary Support
Extraction | Table Extraction for 2-Column Layout
Extraction | LIM Improvements
Extraction | Hidden Document Type Feature
Extraction | Copy Table Extraction Rules
Machine Learning | Support for Multiple JSON Files
Machine Learning | Role-Based Table Machine Learning
Machine Learning | Machine Learning Classification and Extraction Roles
Machine Learning | Machine Learning of Global Document Types
Extraction | Support for PDF Portfolio Files
Machine Learning | Support for Multilingual Files
Automated Validation Module
Automated Regex Validation Plugin
Validate Document
Export Module
Clean Up Plugin
Import and Export | Cleanup Plugin for the Folder Import and Export Modules
Copy Batch XML Plugin
Variables used by copy batch xml export plugin
CSV File Creation Plugin
How do you configure the CSV Export plugin?
DB Export Plugin
Append or concatenate parameters for DB export
Docushare Export Plugin
IBM CM Plugin
Key Value Learning Plugin
Tabbed PDF Plugin
DB Export Configuration
Clean Up Batch Instance(s)
Create Multipage Files Plugin
Export | Multipage PDF Compression
Black/White (grayscale) option for ITEXT
PDF/A Creation
Export to Microsoft SharePoint 365
Export | Configuring and Using the Box Export Plugin
CMIS Export Plugin
CMIS EXPORT – Supported Data Types
Export | Custom Export to Web Services Guide
Export | Support of Export to SharePoint 2013 and 2016
Export | SharePoint Plugin Improvements
TABBED_PDF Plugin and Ordering Doc Types
Export | Export of Values into “Multiple” Fields via CMIS Export Function
Batch Instance Management Screen
Troubleshoot Artefact Collection
Batch Instance Custom Columns
Batch Instance Description Customization
Batch Instance Priority
Batch Instance Restart
Batch Instance Status
Batch Instance Unlock
Batch Instance Management Charts
Batch Instance Delete
Batch Instance Progress Bars
Batch Instance Grid
Batch Instance Management | Batch Instance Priority Setting from Web Scanner and Upload Batch Screens
Batch List
Batch List
Batch List Charts
Review & Validation
Operator Validation Process
Database username/password restriction
Review Validate | Zoom Overlay for Extracted Content
Review Validate | RV Screen Changes
Using Keyboard Shortcuts and Country Codes in Release 4.5.0.0
Review Validate | Document Type Change in Validation
Review Validate | Support of Currencies in Table Validation Rules
Folder Management
Folder Management
Scripts folder not accessible in Folder Management
Folder Management | Edit from the Folder Management screen
Reporting
Ephesoft Reporting
System Config
What do all of the service_type mean in the service_status table?
Connection Manager – Oracle Configuration
Linux Catalina.out gets too big to Open in Text Editors
Communication
Logging | Enhanced Logging
Logging | Creation of Log Event When Application is Stopped / Concurrent Use is Detected
Logging | Log Monitoring Tool
Developer Docs
DB Schema
Transact Web Services API
Web Service Definitions and Code Samples
Integrating Transact Web Services with Nintex
Custom Plugins
How To Create A Custom Plugin
Plugins | Improved Custom Plugin Import Mechanism
Scripting Guide
Application Level Script
Batch Instance Group
How to test Scripts?
Scripting Plugin
Document Level Field Validation (Script)
Batch.xml Schema
Scripting Plugin
Client Side Scripting
Enabling logging in a custom script
Scripting Guide
JDOM Script Configuration
Trigger Field Value Change script for table data fields
Scripting | Display Error Cause for Default Scripts
External Applications
Integrating External Application with Ephesoft Validation
4.1.X.X Transact
4.0 Plugins documentation
CMIS Import
Windows 4.1.3.0 Release and Earlier
Ephesoft 4.1.3.0 Release Notes
Productivity | Global Batch Class Management
Field Extraction | Wrapped Data Extraction
Table Extraction | Cross Section Extraction
What’s new in Transact 4.1 – Cross Section Extraction
Field Extraction | Format Conversion
Batch Instance Manager | Next Batch Selection
RSP files must reside in their own subfolder
Batch Instance Management | Auto Refresh
Security & Compliance | Track Batch Source
Security & Compliance | Support SAML v2
Security & Compliance | PIV/CAC support
Connectivity | Linux – Silent installation as non root user
Scripting | Batch Level Field Change Script
Security & Compliance | HTML5 Web Scanner
Productivity | Table Export-Import
Productivity | Automatic Regex Suggestion and Creation
Productivity | Line Item Matching
Connectivity | Microsoft SharePoint 365
Accuracy | Machine Learning Extraction
Accuracy | Machine Learning of Document Types
Productivity | Suspended Status Batch Management
Accuracy | Multidimensional classification
Accuracy | Keyword Based Classification
4.0.X.X Transact – EOL
Windows Installer Upgrade
Batch List Charts
Batch List
E-mail Configuration
Ephesoft 4.0.4.0 Release Notes
4.0.5.0 Release Notes
Web Scanner Configuration
Test Extraction – 4.0.6.0 and Above
CMIS Import
3.1.X.X Transact – EOL
CMIS Import
Read Only Document Level Fields
Regex Builder & Regex Tester
Ephesoft Linux Installation
3x: Recommended settings for a Ephesoft WebUI ONLY Server
How to Setup GRID COMPUTING
System Configurations
CronJob Expressions
Theme Customization
How to Restore Ephesoft Transact
DR (Disaster Recovery) Servers setup procedure
Ephesoft Transact Property Files Reference Guide
CRON Expressions
Ephesoft temp folder clean up
Auto-cleanup for Ephesoft Temporary Folders
Pickup Settings 4.x
Ephesoft Logo URL redirection
concurrent.scanner.operators in dcma-twain-settings
Activiti
Clustered Configuration: Max Process and Pick-Up capacity
Best Cron Expression for faster Batch Pickup and Processing
Batch Execution Back-up XMLs
Mail-Import.properties
Application.properties
User Connectivity
How to Administer Ephesoft Users & Groups
How to Create a User in OpenLDAP
Single Sign On
Multiple Groups as Roles in Active Directory
Add users to LDAP using Java
Ephesoft Transact Configuration with ADFS over SAML 2.0
Manually Configuring SAML 2.0 SSO for Ephesoft Transact 4.5.0.x and 2019.1
Checklist: Ephesoft with ADFS over SAML 2.0 with Authentication Type 2
Checklist: ADFS Configurations Requirements
Checklist: Ephesoft with ADFS over SAML 2.0 with Authentication Type 2 and Multiple group Support
Checklist: Ephesoft with ADFS over SAML 2.0 with Authentication Type 1 and Authorization using Tomcat
Checklist: Ephesoft with ADFS over SAML 2.0 with Authentication Type 1 and Authorization using Active Directory
Integrating Ephesoft with Active Directory
Integrating Ephesoft with LDAP
Default Authentication Method in Ephesoft Transact
User Management
Examples of Active Directory Connection User Names
How To: Configure Apache-Tomcat Users and Groups
How To: Configure OpenLDAP
How to: Configure Active Directory
How to: Use AD Global Catalog Service Port
How to: Configuring AD using the Standard LDAP Service Port
SSO | CAS-Based SSO Framework
Common LDAP Errors
SAML SSO | Multiple Groups Support
Security Configuration
Password Masking
Security: Restricting access to certain Ephesoft Web Pages
Ephesoft Encryption Framework – Continued
How to: Configure Batch Class Encryption
Support for batches executed of Encrypted Batch Classes.
LDAP/AD password Encryption
How to Encrypt Passwords in Ephesoft files
Apache Server SSL setup with Ephesoft on Linux
How to Set SSL/TLS in Tomcat
Certificate error while using web scanner module – EphesoftTransactScannerService
How to encrypt DB connections with Ephesoft Transact
Logging
Changing log locations in Windows
Log locations within Ephesoft Transact
Integration
Email Import Best Practices Multiserver
E-mail Configuration
How To Add additional File types in Folder-Import
How to add Filebound Export Plugin in 4.0.x
Ephesoft with MFD’s
IDM: How to Configure properties file for IDM_EXPORT and GENERATE_BOD_XML_PLUGIN
IDM: How To configure multiple document type support in IDM Plugin
Database
MSSQL Windows Authentication: Setup Ephesoft Database without SQL Server Authentication
How to configure JDBC Realm in Ephesoft
Connectivity | Oracle
Connecting to MSSQL database over SSL
Database Permissions – Can non-DB Owner permissions be assigned for successful operation?
Ephesoft Transact User Quick Reference Guide
Validate Document
List of Review/Validate Shortcut keys
Review and Validation – Multiscreen support – Image pop-out
Knowledge base
Known Issues
KB Articles
How To
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