Applies to: Ephesoft Transact 2020.1.03 and above Introduction Transact automatically logs license information to provide an at-a-glance view of current server licensing and configured feature flags. The following is an overview of the information logged, and at what time: All license information (including ID Extraction license expiration date, if applicable) is logged each time the…

Software updates provide enhancements to the latest version of Ephesoft Transact. This includes security and compatibility enhancements, and fixes for features. In addition to the updates listed in the Ephesoft Transact 2020.1.02 Feature Pack, the following issues have now been resolved: Salesforce ID Category Problem Statement/Background Solution 00011565 Batch Class Import…

Introduction As of November 20, 2020, Ephesoft Transact 2020.1.03 is available. The following details the improvements and fixes available in this update. Availability Ephesoft Transact 2020.1.03 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 2020.1.03, your system must be running 2020.1 or above. If…

Introduction This document describes how to upgrade to Ephesoft Transact 2020.1.03 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 2020.1.03 follows this general…

Introduction This document describes how to install Ephesoft Transact 2020.1.03 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 2020.1.03 follows this general…

Installation, Upgrades, and Features Ephesoft Transact 2020.1.03 offers the latest in Ephesoft Transact software compatibility, building upon the extensive features released in previous versions. Release Notes 2020.1.03 Linux Installation Guide 2020.1.03 Linux Upgrade Guide 2020.1.03 Windows Installation Guide 2020.1.03 Windows Upgrade Guide 2020.1.03 System Requirements…

Index fields are configured inside a document type. You can have multiple index fields for each document type. Transact uses the index field settings during extraction. Category in Index Fields: Category of an Index Field can be described as the group into which it will be assigned. An Index Field can be assigned to any user-defined category, will be displayed in the combo-box. All the Index…

Introduction This document describes how to upgrade to Ephesoft Transact 2020.1.02 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 2020.1.02 follows this general…

Introduction This document describes how to install Ephesoft Transact 2020.1.02 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 2020.1.02 follows this general…

Installation, Upgrades, and Features Ephesoft Transact 2020.1.02 offers the latest in Ephesoft Transact software compatibility, building upon the extensive features released in previous versions. Release Notes 2020.1.02 Linux Installation Guide 2020.1.02 Linux Upgrade Guide 2020.1.02 Windows Installation Guide 2020.1.02 Windows Upgrade Guide 2020.1.02 System Requirements…

The following is a list of known issues for which a workaround is provided. Category Known Issue Workaround Batch Class Import If you are importing a batch class that creates or updates global document types in the global batch class, the import process will fail if there is a local document type in the Global Batch Class (BC0). Importing will succeed if all local document types…

Introduction As of July 28, 2020, Ephesoft Transact 2020.1.02 is available. The following details the new features and fixes available in this update. Availability Ephesoft Transact 2020.1.02 is available as a full installer and can be installed directly in the case of a fresh installation. For direct upgrade to Ephesoft Transact 2020.1.02, your system must be running 2020.1 or 2020.1.01. If…

Available: Cloud Introduction This document outlines the setup and configuration for the Ephesoft Cloud HyperExtender (CHE) plugin in Ephesoft Transact. CHE accommodates spikes in batch class volume by offloading document splitting and optical character recognition (OCR) to the Ephesoft Cloud. Global CHE service is centrally hosted in the following four locations. For best performance,…

Introduction This document describes how to upgrade to Ephesoft Transact 2020.1 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 follows this general sequence…

Software updates (previously known as bug fixes) provide enhancements to the latest version of Ephesoft Transact. This includes security and compatibility enhancements and fixes for features. In addition to the updates listed in Ephesoft Transact 2019.2 Service Pack, the following issues have now been resolved: Ticket ID EPHE: Axosoft SF: Salesforce Category Description…

Introduction This document introduces Ephesoft Transact 2020.1 and provides a short description of new features and enhancements, as well as software updates and workarounds for known issues. Installation Ephesoft Transact 2020.1 is available on both Windows and Linux. Refer to Transact 2020.1 for links to the installation guides. Licensing For customers requesting a new license file,…

Introduction Magnification Mode is a feature in the Validate screen that replaces Zoom Overlay for Ephesoft Transact 2020.1 or above. You can select a portion of the full-page image and view the magnified selected area. Prerequisites By default, Magnification Mode is disabled when a batch is opened in Ephesoft Transact. To activate Magnification Mode, click the icon on the toolbar or select…

Administrators using Ephesoft Transact are responsible for managing batch classes and batch instances. They also create regular expressions to identify what information in the documents is extracted and validated for the operator to process and review. Overview of Administrator Navigation Menu This navigation menu contains the same options as the login screen, with additional access to System…

Operators import documents into the system and review the data that is extracted. Operator Overview Batch List Review and Validation Operator Navigation Menu This navigation menu contains the same options as the login screen. This menu appears: Figure 1. Operator Menu The following table provides a brief overview of each operator page and its functions. Page…

Applies to: All versions of Ephesoft Transact Overview The licensing model for Ephesoft Transact is based on either a core or consumption-based sales model. Additional Transact features can be purchased as add-ons to a core-based license, or are available for consumption-based licenses depending on the bundle you have purchased. The following table provides additional details on add-ons and…