This page includes information related to roles and responsibilities when using Transact. We outline user roles and related content for administrators and operators.
This page also includes articles on various topics with instructions on how to use basic and more advanced features of Transact.
Many of these articles can be used across all versions of Transact unless a software version is noted in the document (i.e., this feature is applicable to only 2019.2 version of Transact).
Articles
- Administrator Role and Features
- Administrator Overview
- Batch Class Management
- Batch Class Features
- Batch Class Management Charts
- Batch Class Tree Navigation
- Batch Class Copy
- Batch Class Delete
- Batch Class Field
- Document Type Import/Export
- Add New Document Type
- Delete document type
- Importing and Exporting Batch Classes
- Add New Index Field
- Index Fields
- Delete index field
- Table Extraction
- Test Classification
- Line Item Matching
- Test Extraction
- Paragraph Extraction
- Ephesoft Encryption Framework
- Batch Instance Management Screen
- Folder Management
- Importing Documents
- Modules and Plugins
- Automated Validation Module
- Document Assembly Module
- Extraction Module
- Regular Regex Extraction Plugin
- Advanced Fixed Form Extraction
- Default Index Field Value Plugin
- Identification Extraction Plugin
- Table Extraction Plugin
- Fuzzy DB Extraction
- Scripting Plugin
- Nuance Extraction plugin
- Barcode Extraction Plugin
- RecoStar Extraction Plugin
- Create Fixed-Form Projects with RecoStar Design Studio
- Key-Value Extraction Plugin
- 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
- Machine Learning | Support for Multilingual Files
- Export Module
- Box Export Plugin
- Microsoft SharePoint 365 Export Plugin
- Create Multipage Files Plugin
- Clean Up Batch Instance(s)
- Custom Export Plugin
- DB Export Plugin
- Tabbed PDF Plugin
- Key Value Learning Plugin
- IBM CM Plugin
- Docushare Export Plugin
- DB Export Plugin
- CSV File Creation Plugin
- Copy Batch XML Plugin
- Clean Up Plugin
- CMIS Export Plugin
- Export to Web Service Plugin
- 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
- Folder Import Module
- Page Process Module
- Review Document Module
- Validate Document
- Reporting
- System Configuration
- Operator Role and Features