Ephesoft Transact Overview Using context-driven productivity and open-source technologies, Ephesoft Transact scans and extracts data from documents that arrive in formats such as paper, fax, and email attachments. Ephesoft Transact automates the end-to-end document processing workflow with minimal operator interaction. Ephesoft Transact is a web-based application that can be installed…

Introduction Important: Access to Advanced Reports requires an additional license. Contact tickets@ephesoft.com more information. Advanced Reports are informative tools that assist administrators in analyzing and optimizing the parameters used by Ephesoft Transact in the Document Assembly and Extraction modules. Note: This document applies to Ephesoft Transact 2019.1 and above. Ephesoft…

Summary A service pack has been deployed on November 19, 2019, that affects Ephesoft Transact 2019.2. The service pack has been deployed to help correct issues discovered by our customers using Ephesoft Transact 2019.2. The service pack has been created to simplify deployment and correct these issues. The deployment of this service pack benefits customers by resolving the issues outlined…

Introduction This document describes how to start using Ephesoft Transact inside UiPath. What You Need To complete the tasks in this document, ensure that you have the following prerequisites in place: Installation and licensing of Ephesoft Transact 4.5.0.2 or a later release Ephesoft Webservice/API license Basic understanding of Ephesoft Transact batch class administration…

Introduction This document describes how to install Ephesoft Transact 2019.2 in the following environments: Environment types — single and multi-server Operating System — Windows® Installation Overview The process of installing Ephesoft Transact 2019.2 follows this general sequence of tasks. Installation Task General Scope of Activity Prerequisites Prepare for…

Introduction Core Machine Learning for Invoices Enhanced Machine Learning Troubleshooting Web Services Introduction In previous versions of Transact, machine learning heavily relied on the input/rules provided by the operator. The system learned and saved the values entered on the Validation screen based on the anchors after the user-specified the corresponding regex, dictionary,…

Introduction Typically, an operator is required to validate all documents in a batch to move the batch to the next step in the batch processing workflow. This includes documents with index fields whose extraction confidence scores fell below the specified confidence threshold and need to be validated manually, as well as documents whose index fields were extracted with confidence scores above…

Introduction EText Functionality Page Process Module Learn File(s) / Test Classification / Test Extraction Extraction Configuration Screens Batch.xml File Export Module Web Services Use Cases EText Mode – Automatically EText Mode – Always EText Mode – Never Introduction Ephesoft Transact fully leverages the text embedded in computer generated PDFs (also referred to by RecoStar as…

For newer versions of this plugin, refer to: Ephesoft Cloud HyperExtender Plugin 2020.1 Ephesoft Cloud HyperExtender Plugin 2019.2 Introduction This document describes how to configure the Ephesoft Cloud HyperExtender plugin for Ephesoft Transact. The Ephesoft Cloud HyperExtender plugin addresses the heaviest processing needs of the Transact workflow by offloading document…

Available: on-premises, cloud Introduction This document describes how to configure the Ephesoft Cloud HyperExtender plugin for Ephesoft Transact, how to register for an Ephesoft Cloud account that is specific to the Ephesoft Cloud HyperExtender, and how to configure Ephesoft Transact to connect to that Ephesoft Cloud account. The plugin addresses the heaviest processing needs of the…

Prerequisites Following configuration is required for installing Ephesoft on Linux machine using command line Single script Linux installer: RedHat 6.5 or Ubuntu 13.10 OS (Installer is specifically built and tested on RedHat v 6.5 and Ubuntu v 13.10). Internet connection is required as some software need to be updated or installed from OS’s repository during Ephesoft’s installation.…

RSP files must reside in their own subfolder under \Ephesoft\SharedFolders\BCX\fixed-form-extraction\docType Summary: In previous versions of Transact, RSP files needed to be placed in the \Ephesoft\SharedFolders\BCX\fixed-form-extraction folder.  Starting with Transact 4.1.x.x., the product requires these RSP files to reside in their own subfolder per docType.  If this is not done, the…

Overview The Ephesoft Transact web services API provides a simple method for real-time integration and exposure of Ephesoft processes to external applications. This allows developers to embed and employ advanced capture capabilities and technologies in content management systems and other workflows. Ephesoft Transact web services support the OpenAPI standard, and the Ephesoft Transact Web…

Scripting functionality in Ephesoft is supported where a custom requirement can be handled. Ephesoft includes power to perform custom functionality during different stages of batch processing. This functionality is supported through the scripts present inside the batch class folder in Scripts folder. These scripts are Java scripts which access batch.xml through two techniques: DOM Parser and JDOM…

This tutorial is intended to familiarize new users with the primary operations in the Ephesoft Transact workflow. In this article you will learn how to create batch classes, document types, index fields and key-value extraction rules, all of which are used to classify documents and extract data. We will cover how to export the desired data from the documents you have uploaded. Prerequisites To…

Introduction This quick reference guide provides a brief overview of Ephesoft Transact features and terminology, user roles, and main operating interfaces. Ephesoft Transact captures document data using context-driven productivity and open source technologies, and can operate both on-premises and in the cloud. Ephesoft Transact processes incoming documents and extracts data in the following…

Ephesoft Transact 4.5.0.2 Workarounds # Issue Workaround 1 The following error occurs during upgrade from Ephesoft Transact 4.5.0.0-4.5.0.2 on Ubuntu 16.04: “Error occurred while building dependency tree. Exiting from script...” This error occurs when packages from repositories are not updated. To update the packages from repositories, the following commands need to be…

Ephesoft Transact 2019.1 Hotfix April 15, 2019: Ephesoft releases Transact 2019.1 Hotfix This Ephesoft Transact 2019.1 Hotfix resolves issues with saving changes to the batch class and other issues discovered after the initial software release on January 31. For more information, refer to the following article: Ephesoft Transact 2019.1 Hotfix Issues and Workarounds    …

  Category Issue Workaround Installation and Upgrade: Windows After upgrading from Ephesoft Transact 2019.1 to version 2019.2 on a Windows system, the Windows Service account for Ephesoft Transact reverts back to the Local System account, and not to the Transact Windows Service. The workaround for this issue is to run the Upgrade Wizard for Ephesoft Transact 2019.2,…

This document lists and describes the most common property files in Ephesoft Transact. This also includes their location in the Ephesoft file directory, assuming Ephesoft Transact was installed to the C drive (C:). To use this page, use the shortcut Ctrl + F (Windows) or ⌘ + F (Mac) to search for the name of a properties file. application.properties (Transact properties) Folder:…

What’s New In Transact 4.5? Machine Learning | Support for Multilingual Files In Ephesoft Transact v.4.5.0.0, machine learning functionality has been enhanced to provide multilingual support. Now, you can use machine learning to extract data from documents written not only in English but in any language supported by the underlying Transact OCR engine (RecoStar for Microsoft Windows and Nuance…

Introduction This document describes how to upgrade to Ephesoft Transact 2019.2 in the following environments: Environment types — single and multi-server* Operating System — Windows® Upgrade Overview The process of upgrading to Ephesoft Transact 2019.2 follows this general sequence of tasks. Installation Task General Scope of Activity Prerequisites Prepare for upgrade…