Box Export Plugin

Introduction This document describes how to configure Ephesoft Transact to export batch files and metadata to the Box repository from Ephesoft Transact, with the following elements of deployment: Prerequisites for using the Box Export plugin Setting up the Box repository application Configuring the BOX_PLUGIN plugin in Transact Executing a batch with files exported to the Box…

Machine Learning Custom Dictionary Support

Introduction Dictionaries are a part of the machine learning mechanism. They are created and used to extract those types of values, for which it is not possible to define any specific regex. Dictionaries contain sets of predefined values like the US States, US Cities, Personal Names, etc. One of these values is selected at the time of data extraction according to the system settings.…

Key-Value Extraction Plugin

Available: on-premises, cloud Introduction In this document, you will learn how to configure and perform key-value (KV) extraction in Ephesoft Transact. With key-value extraction, Ephesoft Transact will search for user-defined keys that are static text on forms and then identify the associated values that are considered the dynamic portions of the document. This process varies based on the…

CMIS Export Plugin

Available: on-premises, cloud The CMIS Export plugin is used to upload the final output of batch execution (PDF or TIFF files) to a CMIS-compliant repository as a “Document” object. Ephesoft Transact supports most CMIS-compliant repositories, including the following: Alfresco Nuxeo SharePoint IBM CM Documentum To upload documents and associated properties on the…

Batch Class Tree Navigation

Overview Batch class tree navigation enable the user to view the batch class and all the related configurations in a tree view. Displaying all the batch related configurations in a tree view makes it simple for the user to hover around different configurations and be aware of all the batch class details in a compact yet detailed fashion on a single page. Tree Navigation view Batch class…

IBM CM Plugin

Available: on-premises, cloud Overview This plugin is used to export batch XML in IBM content management schema format. Basically this plugin transforms batch xml to another XML acceptable by IBM Content Management. Configuration Steps for configuring the plugin User can select the Export module and navigate to IBM CM plugin configuration page as shown below: Users can edit the…

Single Sign On

Overview Single sign-on (SSO) is a mechanism of access control that can be applied on multiple related, but independent software systems. With this mechanism a user logs in once and gains access to multiple systems without being prompted to log in again for each individual application. Conversely, single sign-off is property mechanism whereby a single action of signing out terminates access to…

Application Level Script

Overview The Application Level script is global to the Ephesoft Transact environment and is fully configurable to add additional logic. Ephesoft Transact will execute the Application Level script at the system or service level. Some common customizations to the script include: Running stored procedures in the database Restarting batch instances upon error Executing custom imports into…