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  7. Importing and Exporting Document Types

Importing and Exporting Document Types

This page describes how to import and export document types in Ephesoft Transact. These steps are intended for Transact administrators.

Introduction

Importing document types keeps all configurations and learned files from the original document type. This can be helpful for the following use cases:

  • When adding a common document type to a batch class.
  • When migrating Transact environments.
  • When testing and debugging document types in a test environment.

Exporting Document Types

This section describes how to export document types. Exported document types are saved as a ZIP file containing:

  • Page types (first page, middle page, and last page)
  • Regular expression (regex) patterns
  • Learned files

To export a document type, perform the following steps:

  1. From the Batch Class Management screen, select and open your batch class.
  2. Go to Document Types.

Figure 1. Document Types

  1. Select your document type from the grid and click Export.

Figure 2. Click Export

  1. The exported document type will be saved as a ZIP file.

Figure 3. Exported ZIP File

Note: You can export multiple document types at once by selecting more document types from the grid before clicking Export.

Importing Document Types

This section describes how to import document types.

To import a document type, perform the following steps:

  1. From the Batch Class Management screen, select and open your batch class.
  2. Go to Document Types.

Figure 4. Document Types

  1. Under Upload File(s), click Import Document Type and select your ZIP file, or drag and drop the ZIP file to the upload zone.

Note: You can only upload one ZIP file at a time, however a ZIP file can contain multiple document types.

Figure 5. Import Document Types

Note: If the imported document type has the same name as an existing document type, you will be asked to make a copy (duplicate the existing document type) or override the existing document type.

  1. Once the document type has been uploaded, the following message will appear: “Please click on Learn Files to re-generate the indexes.” Click OK to close the warning.

Figure 6. Warning Message

  1. Select the new document type from the grid and click Learn File(s).

Important: Skipping this step can cause errors during batch processing.

Figure 7. Learn Files

  1. Click Apply.

Conclusion

This completes an overview of how to import and export document types in Ephesoft Transact.

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