Overview Certified for: Ephesoft Transact 2022.1.01 or above The Auto Extraction plugin automatically generates key-value rules to extract data from a document based on values previously selected by operators on exported documents. This plugin is used with the Auto Export plugin. Benefits of the Auto Extraction plugin include: Overriding the value populated by other extraction plugins…

Overview Certified for: Ephesoft Transact 2022.1.01 or above The purpose of this plugin is to automatically generate key-value (KV) extraction rules based on operator changes to monitored values during validation. This plugin is used with the Auto KV Extraction plugin. Benefits of the Auto KV Export plugin include: Monitoring any number of index fields. Using a filter field to…

Certified for: Ephesoft Transact 2022.1.01 or above Introduction The Auto Key-Value (KV) set of plugins solve data drift, a common problem in document extraction where rules that once processed all data variations cannot adapt as new, unexpected data arrives. This solution addresses data drift by automatically deriving new rules from the validation corrections, so the new variants get processed…

Introduction Applies to: Transact version 2022.1.00 or newer. (Windows/Linux). Microsoft Azure Computer Vision support applies to Transact versions 2022.1.01 or newer. This document describes how to install and configure the Cloud OCR (ADVANCED_HOCR) plugin in Ephesoft Transact. With the Cloud OCR plugin, Transact will extract OCR content from document images to create HOCR files for use…

Introduction Available: on-premises, cloud The Multipage Export plugin is a custom plugin available for Ephesoft Transact. This plugin runs in the Export module and generates multipage PDF and TIF files in the final drop folder for each document type in a batch. The Multipage Export plugin is a refactored version of the Create Multipage Files plugin. It removes inefficiencies, leading to…

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…

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…

Applies to: All versions of Ephesoft Transact Introduction This article provides steps on how to remove a custom plugin from Ephesoft Transact. Custom plugins must be removed from all batch classes. Note: Take a backup of the database before removing a custom plugin from your workflow. Removing Custom Plugins using Queries In the queries listed in this section, replace PLUGIN_NAME with the…

Available: on-premises, cloud Applies to: Ephesoft Transact 2020.1.02 and above Microsoft and Linux installations Introduction This article includes steps on how to configure the S3 Import plugin. An Amazon Web Services (AWS) S3 bucket operates as an additional ingestion point into Ephesoft Transact. Using the S3 Import plugin, your batch class can be configured to import files from an S3…

Available: on-premises, cloud Introduction Identification (ID) Extraction quickly extracts ID document type information from your batch classes without setting up extraction rules. The ID Extraction plugin is available as part of our QuickScreen solution. Please contact your sales representative for more details on how to purchase this. The following article is applicable for Ephesoft…

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,…

Available: on-premises, cloud Overview Multidimensional Classification is a plugin within the Page Process module. This patented plugin classifies documents across various dimensions and combines the score of each dimension. This results in improved accuracy and confidence in document learning. This document applies to Ephesoft Transact 2019.1 and above. Comparing Multidimensional…

Available: on-premises, cloud Introduction This document describes the concepts, configuration, and additional information about using the Custom Export plugin with Ephesoft Transact. This plugin can be used with other export module plugins to maximize the desired outcome. Benefits of the Custom Export Plugin The Custom Export plugin includes significant flexibility for data and metadata…

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…

Introduction This document describes how to configure Ephesoft Transact to export batch files and metadata to the Box repository from Ephesoft Transact, with the following elements of deployment: Prerequisites for using the Box Export plugin Setting up the Box repository application Configuring the BOX_PLUGIN plugin in Transact Executing a batch with files exported to the Box…

Cleanup Plugin for the Folder Import and Export Modules Introduction This article provides information about the CLEANUP plugin. For additional information about the CLEANUP plugin, as supported in previous Transact releases, refer to the following documents: March 2015 — https://ephesoft.com/docs/clean-up-plugin-2 August 2014 — https://ephesoft.com/docs/clean-up-plugin Plugin Overview…

This document describes how to add and configure the TABBED_PDF plugin in Transact Release 4.5.0.0, and contains these topics. Plugin Overview for Transact 4.5.0.0 Adding the TABBED_PDF Plugin to the Batch Class Configuring the TABBED_PDF Plugin For additional information about using the TABBED_PDF plugin, refer to Tabbed PDF Plugin TABBED_PDF Plugin Overview, Transact 4.5.0.0 The…

What’s New In Transact 4.5? Export | SharePoint Plugin Improvements   The SharePoint plugin is used for exporting the documents to SharePoint repositories. The user can configure the export for each Document Type and connection settings in both online and offline mode. The PDF and TIFF files are exported to the SharePoint repository along with the configured metadata. For more…

Applies to: Ephesoft Transact 4.5.0.0 and above This page describes how to import custom plugins into a batch class. These instructions are intended for Transact Administrators working in an on-premises environment. For Transact Cloud environments, free custom plugins are available in your instance by default. To purchase a premium custom plugin, please contact sales@ephesoft.com.…

Quick Reference Introduction Prerequisites Configure the Export to SOAP Web Service Configure the Export to REST Web Service Introduction This functionality allows the Transact users to export the batches (PDF/TIFF and Batch XML files) to the configured Web Service path. To implement this feature, a new EXPORT_TO_WEB_SERVICE plugin has been added to the Export module of Ephesoft…