Ephesoft Transact uses a combination of automatic and manual modules which allows you to create a customized workflow to meet your business needs. Modules and their respective plugins are customized on the batch class level. Transact includes the following modules (in their recommended order):
- Folder Import
- Page Process
- Document Assembly
- Review Document
- Extraction
- Automated Validation
- Validate Document
- Export
Each module consists of one or more plugins, which perform a specific function. You can add, remove, or change the order of any modules or plugins in the workflow—although some have a recommended or required order for performance.
Configuring Modules
You can add, remove, or reorder modules in a batch class from the Modules page.
Figure 1. Modules Page
The Modules page shows a two-column view. The left column shows the Available Modules, while the right column shows the Associated Modules—the list of modules currently applied to your batch class in their respective order in the workflow.
To add or remove modules, drag-and-drop a module from one column to another, or select a module and use the arrow buttons. For the best results, we recommend using the order listed above.
Configuring Plugins
You can add, remove, or reorder plugins in a module from the Plugin Configuration page for each module. This page opens by selecting the respective module folder.
Figure 2. Plugin Configuration Page for Folder Import
Similar to the Modules page, the Plugin Configuration page shows a two-column view. The left column shows the Available Plugins, while the right column shows the Selected Plugins—the list of plugins currently applied to your batch class in their respective order in the module.
To add or remove plugins, drag-and-drop a plugin from one column to another, or select a plugin and use the arrows.
Note: For information on to which module a plugin should be added, their recommended order in the workflow, and details on configurable options, refer to the article specific to that plugin.
Dependencies
When adding plugins, you may receive the following message: “Selected plugin has dependencies on the highlighted plugin(s). Would you like to add them as well?”
Note: There is currently a known issue with Cloud HyperExtender dependencies where this message occurs in error.
Figure 3. Plugin Dependencies Warning
- Yes: Adds all dependencies of the plugin, along with the originally selected plugin to the Selected Plugins list.
- No: Adds only the originally selected plugin to the Selected Plugins list, ignoring the dependencies.
Saving Changes
After making any changes to the modules or plugins, you will need to deploy the workflow. To do so, click Deploy in the top menu bar.
Figure 4. Click Deploy
Selecting Deploy will save your changes and deploy them to the workflow. If you would like to save your changes but not add them to the workflow, click Apply.
Note: If deploying the workflow will break any dependencies, an error message will appear with the required solution.
Articles
- Folder Import Module
- Page Process Module
- Cloud OCR (Advanced HOCR) Plugin
- Search Classification Plugin
- Create Display Image Plugin
- Create OCR Input Plugin
- Key Value Page Process
- Nuance HOCR Plugin
- Image Enhancement Support
- Tesseract HOCR Plugin
- Advanced Barcode Reader Plugin
- Barcode Reader Plugin
- RecoStar HOCR Plugin
- Multidimensional Classification Plugin
- Document Assembly Module
- Review Document Module
- Extraction Module
- Advanced Barcode Extraction Plugin
- Advanced Fixed Form Extraction
- Barcode Extraction Plugin
- Default Index Field Value Plugin
- Fuzzy DB Extraction
- Identification Extraction Plugin
- Key-Value Extraction Plugin
- Nuance Extraction plugin
- RecoStar Extraction Plugin
- Regular Regex Extraction Plugin
- Create Fixed-Form Projects with RecoStar Design Studio
- REST API Lookup Plugin
- Scripting Plugin
- Table Extraction Plugin
- Fuzzy Search
- Machine Learning Custom Dictionary Support
- 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
- Automated Validation Module
- Validate Document Module
- Export Module
- Box Export Plugin
- Multipage 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
- 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