Introduction This document describes how to upgrade to Ephesoft Transact 2020.1.06 in the following environments: Environment types — single and multi-server Operating System — Windows® Important: Steps unique to a multi-server upgrade are identified where applicable in this document. Upgrade Overview Known Issue: When upgrading Transact from version 2020.1.05 to version 2020.1.06,…

Introduction Software updates provide enhancements to the latest version of Ephesoft Transact. This release includes compatibility enhancements and fixes for features. Software Updates Salesforce ID Category Issue 00021054 Batch Class Import Document Types Import Transact took excessive time with import and export operations where content included a large number of document…

The following is a list of known issues discovered in this release for which a workaround is provided. Category Known Issue Workaround Access Manager Roles may not be set by default in Access Manager when a fresh installation of Transact integrates with LDAP and Oracle. Set the user roles manually. Advanced Barcode Extraction Plugin for Linux Advanced Barcode Reader Plugin…

Installation, Upgrades, and Resources Ephesoft Transact 2020.1.06 offers the latest in Ephesoft Transact software compatibility, building upon the extensive features released in previous versions. Release Notes 2020.1.06 Linux Installation Guide 2020.1.06 Linux Upgrade Guide 2020.1.06 Windows Installation Guide 2020.1.06 Windows Upgrade Guide 2020.1.06 Known Issues and…

Introduction As of November 9th, 2021, Ephesoft Transact 2020.1.06 is available. The following details the improvements and fixes available in this update. Availability Ephesoft Transact 2020.1.06 is available as a full installer and can be installed directly in the case of a fresh installation. For a direct upgrade to Ephesoft Transact 2020.1.06, your system must be running 2020.1 or above.…

Introduction In this document, you will learn how to configure the ADVANCED_BARCODE_READER plugin for document classification and extraction. Use Cases Advanced barcode classification and extraction is useful when: You are classifying or extracting data from documents with multiple barcodes on a single page. You are classifying or extracting data from documents with both 1D and 2D…

Introduction This document describes how to use the Ephesoft Transact AI Table Rule Builder in Ephesoft Transact. With the Ephesoft Transact AI Table Rule Builder, operators can create extraction rules for invoice table line items during the Validation stage in Ephesoft Transact. This feature also provides improved extraction accuracy by excluding rows that are not needed. With AI Table Rule…

Introduction This document describes how to install Ephesoft Transact 2020.1.05 in the following environments: Environment types — single and multi-server Operating System — Windows® Important: Steps unique to a multi-server installation are identified where applicable in this document. Installation Overview The process of installing Ephesoft Transact 2020.1.05 follows this general…

Introduction This document describes how to upgrade to Ephesoft Transact 2020.1.05 in the following environments: Environment types — single and multi-server Operating System — Windows® Important: Steps unique to a multi-server upgrade are identified where applicable in this document. Upgrade Overview The process of upgrading to Ephesoft Transact 2020.1.05 follows this general…

Known Issues and Workarounds The following is a list of known issues discovered in this release for which a workaround is provided. Category Known Issue Workaround AI Table Rule Builder When using the Manual mode of the AI Table Rule Builder with the Microsoft Edge browser, the row separators do not render properly. Resize the manual mode pane or click somewhere else on the page.…

Introduction As of July 13th, 2021, Ephesoft Transact 2020.1.05 is available. The following details the improvements and fixes available in this update. Availability Ephesoft Transact 2020.1.05 is available as a full installer and can be installed directly in the case of a fresh installation. For a direct upgrade to Ephesoft Transact 2020.1.05, your system must be running 2020.1 or above. If…

Installation, Upgrades, and Resources Ephesoft Transact 2020.1.05 offers the latest in Ephesoft Transact software compatibility, building upon the extensive features released in previous versions. Release Notes 2020.1.05 Linux Installation Guide 2020.1.05 Linux Upgrade Guide 2020.1.05 Windows Installation Guide 2020.1.05 Windows Upgrade Guide 2020.1.05 Known Issues and…

Introduction Important: This document covers configuration of the RECOSTAR_HOCR plugin for Linux . Transact for Linux 2020.1.05 introduces the RECOSTAR_HOCR plugin for Page Processing. The RECOSTAR_HOCR plugin improves OCR accuracy for non-English languages. It also provides more pre-OCR image processing flexibility for non-English languages. This is the first part of a multi-phased…

This document describes how to configure a database connection in Ephesoft Transact using the Connection Manager. This information is intended for Transact administrators. Overview The Connection Manager is located under System Configuration and provides administrators with a way to connect their database to Transact. This is used to support the Fuzzy DB Lookup and DB Export options. The…

Introduction This document describes how to upgrade to Ephesoft Transact 2020.1.04 in the following environments: Environment types — single and multi-server Operating System — Windows® Important: Steps unique to a multi-server upgrade are identified where applicable in this document. Upgrade Overview The process of upgrading to Ephesoft Transact 2020.1.04 follows this general…

Introduction This document describes how to install Ephesoft Transact 2020.1.04 in the following environments: Environment types — single and multi-server Operating System — Windows® Important: Steps unique to a multi-server installation are identified where applicable in this document. Installation Overview The process of installing Ephesoft Transact 2020.1.04 follows this general…

This document provides information on the License Consumption Report page, available in Ephesoft Transact 2020.1.04 and above. This information is intended for Transact administrators. Overview The License Consumption Report page (located under System Configuration) will be populated if you have purchased Transact on the consumption-based model. This page details information on your image…

This document provides an overview of table validation rules in Ephesoft Transact. This information is intended for Transact administrators. For information about validation rules for index fields, refer to Validation Rules. Prerequisites To create and configure table validation rules, the following prerequisites must be in place: You will need a batch class with a document type…

This document provides an overview of validating documents in Ephesoft Transact. This information is intended for Transact operators. In this page: Validate User Interface Why Documents May Need Manual Validation How to Validate Documents How to Validate Table Data Validate User Interface This section describes different aspects of the Validate user interface (UI). Operators…

Applies to: on-premises, cloud This document describes how to configure the Validate Document plugin in Ephesoft Transact. These steps are intended for Transact administrators. For information on the Validation screen for operators, refer to Reviewing and Validating Documents. Overview When a batch reaches the READY_FOR_VALIDATION state in Transact, it needs to be manually validated by an…