Available: on-premises, cloud Note: This plugin is only available within the Transact UI. There is no API call available for this functionality. Overview Default Index Field Value Plugin will be responsible for providing a default value to the document level index field. Admin can configure this default value either by providing some default value or via batch field values which is provided…

Overview This feature allows a user to check the state of a batch instance. This feature shows the details of current state of a batch instance, the batch instance can be in any state. When a batch instance is selected from the batch instance grid, the details of the batch instance is displayed in the bottom panel. The bottom panel consists of two types of data regarding batch instance:…

Overview Ephesoft Transact supports transferring batch class configurations and rules from one environment to another. You can import and export batch classes to build and configure in a test environment before transferring to a production environment. This helps reduce interruptions that affect document processing in a production environment. Refer to the table below for key terms used…

Introduction This document provides Transact administrators with steps to configure the KV Page Process plugin, which allows you to classify documents based on keywords, also known as keyword-based classification. This feature improves document classification based on user-defined static and dynamic keywords in the document. The KV Page Process plugin can be tailored to the specific needs of…

Introduction This reference document provides information for developers who want to add additional functionality or customize their solution beyond a regular installation of Ephesoft Transact. This document applies to Ephesoft Transact 2019.1 and above. Developer tasks could entail web services, scripting, interoperation between Ephesoft Transact and external applications, or other custom…

Overview You can automatically download files from a CMIS-compliant repository and process them as batches in Ephesoft Transact using the CMIS Import feature. CMIS-compliant repositories include, but are not limited to: Alfresco Nuxeo Documentum SharePoint The CMIS Import monitors the CMIS-compliant repository using a cron job, which periodically checks a specified folder for…

Filename: application.properties Location: C:\Ephesoft\Application\WEB-INF\classes\META-INF\ Purpose: Configures…   ephesoft.product.version=3.1.2.9 report.ant.buildfile.path=C:\\Ephesoft\\Report/ephesoft-reporting/build.xml enable.reporting=true enable.uploadBatch=true #default doc type view can be "dropdown_list" or "suggest_box" document.default_doc_type_view=suggest_box_view…

Ephesoft Transact uses a combination of automatic and manual modules which allows you to create a customized workflow to meet your business needs. Modules and their respective plugins are customized on the batch class level. Transact includes the following modules (in their recommended order): Folder Import Page Process Document Assembly Review Document Extraction Automated…

In this page, you will learn what an index field is, and how to create a new index field in Ephesoft Transact. What is an Index Field? Prerequisites Add New Index Field Import Index Field Next Steps What is an Index Field? An index field is used to store metadata for fields in a particular document. These fields can then be used to classify documents or extract data from the…

In this page, you will learn what a document type is, and how to create a new document type in Ephesoft Transact. What is a Document Type? Prerequisites Add New Document Type Import Document Type Next Steps What is a Document Type? As the name suggests, a document type is a kind of document which belongs to a specific category. Here are some examples of document types:…

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.…

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.…

Prerequisites Following configuration is required for installing Ephesoft Transact on Linux machine using command line Single script Linux installer: RedHat 6.8 or Ubuntu 13.10 OS (Installer is specifically built and tested on RedHat v 6.8 and Ubuntu v 13.10). Make sure that sudo apt-get update and sudo apt-get upgrade have been run before running the installer. Internet connection is…

Prerequisites Following configuration is required for installing Ephesoft on Linux machine using command line Single script Linux installer: RedHat 6.8 or Ubuntu 13.10 OS (Installer is specifically built and tested on RedHat v 6.8 and Ubuntu v 13.10). Make sure that sudo apt-get update and sudo apt-get upgrade have been run before running the installer. Internet connection is required…

Available: on-premises, cloud Overview Update 2021: This plugin has since been replaced by the Auto KV plugin. You can find this plugin in Ephesoft Labs. This plugin is used to generate Advanced KV pairs to make the data extraction more appropriate based on past data extracted by the user manually. It keeps track of the data which is extracted manually by the user by populating DLFs directly…

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…

Available: on-premises, cloud Overview This plug-in is used for exporting zipped file for a batch. It transforms the batch xml to another xml format acceptable by Docushare CMS and zips it along with multipage pdf to Docushare export folder location. Steps of execution This plug-in works in the export phase of the application when all the processing on the batch has been done and…

Available: on-premises, cloud Overview This plugin is used for exporting the CSV file for a batch. It transforms the batch.xml file to a CSV file format acceptable and exports it to the final CSV export folder location configured in the “CSV Creation Final Export Folder” property. The CSV file is created using the batch.xml file for the document level fields present. If the switch is ON then a…

Automated Regex Validation Barcode Extraction Barcode Reader Plugin Clean Up Plugin CMIS Export Plugin Copy Batch XML Create Display Image Plugin Create Multipage Files Plugin Create OCR input Plugin Create Thumbnails Plugin CSV File Creation Plugin DB Export Plugin Document Assembler Plugin Docushare Export Plugin Fuzzy DB Extraction Plugin IBM CM…

This article outlines languages supported when using Ephesoft Transact and optical character recognition (OCR) engines. UI Supported Languages The Ephesoft Transact user interface can be displayed in the following languages: Dutch English French German Italian Spanish Document Processing Ephesoft Transact supports classification and extraction for documents containing…

The following file types are supported in the Upload Batch screen, drop folder, uploadBatch web service, and email attachment import methods in Ephesoft Transact: TIF TIFF PDF BMP DOC DOCX HTM HTML JPEG JPG ODF ODG ODP ODS ODT PNG PPT PPTX PSD RTF SXC SXD SXI SXW TXT WPD XLS XLSX ZIP TIF, TIFF, and PDF…

Available: on-premises, cloud Overview The RecoStar HOCR plugin is a part of the Page Process module, by default. The following snapshot illustrates the plugins that are typical for the Page Process module: RECOSTAR_HOCR plugin in the Page Process module This plugin uses the RecoStar OCR (optical character recognition) engine for generating HOCR XML files. This plugin reads the image…

Introduction  This document provides information about the regular expression patterns used by the extraction module of Ephesoft. Overview Regular expressions are a way to describe a set of strings based on common characteristics shared by each string in the set. They can be used to search, edit or manipulate text and data. Below is a table of basic regular expression constructs. The…