How to configure Field Fuzzy with separate index fields pointing to different Database

Applies to: Ephesoft Transact Version Component: Field Fuzzy Issue: Demonstrate an example on How to configure Field Fuzzy with separate index fields pointing to different Database ?   Solution: That can be done in a same way by creating multiple mappings. Taking your example I have setup a batch class as below: Screenshot 1: Created a Batch Class with single Document Type and 7 index…

Machine Learning | Machine Learning of Global Document Types

What’s New In Transact 4.5? Machine Learning | Machine Learning of Global Document Types   The default Batch Class list in Ephesoft Transact includes a Global Batch Class. Here, you can create and configure Global Document Types which can then be inherited (along with all configuration details) by any other Batch Class. Global Document Types can be configured and modified only in the…

Machine Learning | Role-Based Table Machine Learning

What’s New In Transact 4.5? Machine Learning | Role-Based Table Machine Learning   In Ephesoft Transact v4.5.0.0, table machine learning is performed on the basis of assigned roles, same as machine learning of document level fields (DLF). This means that Extraction Roles defined at the Document Type level apply to both index fields and tables. In general, the application allows you to…

Hidden Table Column Feature

The Hidden feature allows you to hide any specific column or columns from the Validation screen. This option is available in the Additional Configurations dropdown list on the Table Columns screen. By default, this field is left unchecked so that all table columns will be visible on the Validation screen. Once you mark any column as hidden: It will not be displayed on the Validation…

Configuring Currency Settings for Tables

Applies to: Ephesoft Transact 4.5.0.0 and above This article describes how to configure currency settings for table extraction. These steps are intended for Transact administrators. Prerequisites To create and configure currency settings for tables, the following prerequisites must be in place: You will need a batch class with a document type configured. For detailed steps, refer to Add…

Display Error Cause for Default Scripts

Versions: 4.5.0.0 and newer In Transact versions prior to 4.5.0.0, default scripts did not include information on the exceptions thrown. If any default script went into error, the batch status reflected the "Error" but the "Error Cause" was not populated on the Batch Instance Management screen. Default scripts include error comments. The Transact administrator can also view…

Using Keyboard Shortcuts and Country Codes

Transact includes default keyboard shortcuts available in the batch Review and Validation operator screens. This article describes how to access, use and customize keyboard shortcut functions in Transact. This article also provides a summary of country codes and languages supported by the user interface. Displaying Keyboard Shortcuts Follow these steps to access the user screens that have…

Machine Learning | Support for Multiple JSON Files

Applies to: Ephesoft Transact 4.5.0.0 and above Whenever you perform machine learning for a document, a new machine-learning-extraction subfolder is created in the batch class folder on the Ephesoft Transact server. This subfolder contains JSON files with machine learning data for each document type and index field. Figure 1. Folder Structure (part one) If, for example, another user…

Export | Support of Export to SharePoint 2013 and 2016

What’s New In Transact 4.5? Export | Support of Export to SharePoint 2013 and 2016   In previous versions of Transact, the user could configure the application to export the files to SharePoint Online (Office 365). Ephesoft Transact v.4.5.0.0 supports the export to SharePoint 2013 and SharePoint 2016 as well. You can configure the export for each Document Type and connection settings in…

Zoom Overlay for Extracted Content

Note: In Ephesoft Transact 2020.1 and above, this function has been replaced with Magnification Mode. A toggle has been added on the Validation screen to zoom the Index Field, wrapped, paragraph, and table data in the image. The zoom feature makes it easier for the user to spot and validate the extracted values.   To zoom-in on the value of a selected Index Field in the image:…

REST API Lookup Plugin

Skip to: Introduction Prerequisites Configuration of REST API Lookup using the Web Service URL Configuration of REST API Lookup using the custom JAR file REST API Lookup on the Validation screen Configuration of XPath/JSONPath Introduction Ephesoft Transact 4.5.0.0 now supports REST API Lookup. It is used to extract the document level fields of a document on basis of the…

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.…

KB0020695: How to extract multiline results in single line in Recostar Design Studio

Issue Description: Extracting multi-line results with respect to ICR field into single line.   Component: Recostar Design Studio   Example: As an example if you have Employer Address extracted in two different lines. This creates an issue in ephesoft as it picks only single line.   Solution: You can add another recostar operator called "Reg Exp…

Transact Web Services API

Ephesoft Transact’s OpenAPI-Compliant web services provide a simple method for real-time integration and exposure of Ephesoft Transact capabilities to external applications, allowing developers to embed advanced capture features in their own solutions without having to display the Transact user interface. Ephesoft provides over 60 Transact web services to perform advanced capture actions in…

KB0016499 Format Conversion Using EMPTY Option Works During Test, not at Runtime

Applies to: Ephesoft Transact 4.0 and below Issue When attempting to use the Format Conversion plugin to remove any Alphabetic characters and replace them with EMPTY. This feature doesn’t work. Root Cause This is a bug and is fixed in Transact 2020.1. Solution Use ScriptExtraction.java script for this functionality. cleanUpFields() is the method in the script to replace characters with…

Trigger Field Value Change Script for Table Data Fields

Summary This feature helps the user to run custom script while changing the table data on the validation screen. System triggers a validation script if you change any table field. The system control defaults to the 1st invalid entry on the table view if the script is ON. This feature works the same way as the field value change script works for document level fields. Steps to Run the…

Communication

Ephesoft Transact is a thin-client application so there is no client-side software that needs to be installed. It is designed so that centralized access can be achieved for administrators and operators, regardless of their location. Proper firewall routing, port-forwarding and DNS configurations are necessary if communication with remote administrators or operators is needed. Client / Server…

Nuance Form Template Editor

Nuance Form Template Editor allows you to create templates that can be used to extract data using Nuance_Extraction_Plugin present in the Extraction module. Start the Application To start the application, launch Form Template Editor Application from the Windows start menu. Alternatively, double-click Template.exe from the installation directory. When you start the Form Template Editor…

Format Conversion

You can use format conversion to configure automatic formatting for extracted index fields. This allows you to save the time and effort of changing the format by hand. Format conversion occurs after extraction, and is saved to the batch.xml file. Use Cases Here are some common use cases for format conversion: Assign prefixes and suffixes to document level fields Swap dates to desired…

Automatic Regex suggestion and creation

This product improvement feature provides a utility to select matched regex with selected text from the regex pool on the Advance KV Extraction and Advance KV Page Process screen. The regex pool is used for suggesting regular expressions on advanced KV screen. Following are the issues that were encountered in the existing functionality: The user has to explicitly enter regex for key…

Importing and Exporting Index Fields

This page describes how to import and export index fields in Ephesoft Transact. These steps are intended for Transact Administrators. Introduction Importing index fields keeps all configurations and test extraction files from the original index field. This can be helpful for the following use cases: When adding a common index field to a document type. When migrating Transact…

4.5.0.0

Please see the latest release notes for Ephesoft Transact 4.5.0.0: Latest Ephesoft Transact 4.5.0.2 Ephesoft Transact 4.5.0.1 Ephesoft Transact 4.5.0.0 To obtain the Windows or Linux installer for Ephesoft Transact 4.5.0.0, visit the Customer Support Portal. Contact Ephesoft Support for credentials. Previous Releases Ephesoft Transact 4.1.3.0 Ephesoft…

2019.1

Ephesoft Transact Version 2019.1 Introduction This document introduces Ephesoft Transact v.2019.1, contains short descriptions of new features and enhancements to the Ephesoft Transact product, and cites specific bug fixes and workarounds for potential issues. Starting with Ephesoft Transact release 2019.1, the product versioning has changed, as follows Instead of major and minor…

2019.2

Introduction This document introduces Ephesoft Transact 2019.2 and contains a short description of new features and enhancements to the Ephesoft Transact product as well as specific bug fixes and workarounds for potential issues. Installation and Licensing Licensing If you are upgrading to Ephesoft Transact 2019.2 from a previous release, you may be required to obtain a new license file for…

Function Keys

Overview Function Keys provide Transact users with the ability to use function key shortcuts on the Review and Validate screens to run custom scripts. Transact batch class administrators can assign a custom script to a function. Then, operators can quickly run the script by pressing a specific function key when reviewing and validating batches. Prerequisites Transact batch class administrators…