Transact

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  5. Modules and Plugins

Modules and Plugins

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?”

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.

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