Introduction Reporting consists of the following major functions: Data Migration Data Calculation Data Cleanup Ephesoft Transact Reporting also supports multiple languages as part of the User Interface. For more information, refer to Global Languages. Note: This document applies to Ephesoft Transact 2019.1 and above. Reporting Process – Cron Jobs A single master cron job…

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 use Ephesoft Transact using Automation Anywhere. Allow for at least 30 minutes to complete this procedure. Prerequisites To complete the steps in this document, ensure that you have the following prerequisites: Ephesoft Transact 4.5.0.2 or a later version installed and licensed. Basic understanding of Ephesoft Transact batch class…

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 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 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…

This section contains the following articles that describe various aspects of configuring table extraction in Transact: Configuring Table Extraction Table Validation Rules Configuring Currency Settings for Tables Hidden Table Column Feature Semi-Automated Table Extraction Table Extraction for 2-Column Layout For help on enabling and configuring the Table Extraction plugin,…

Overview This screen is enabled only for super-admin role. It contains following features: 1. Application Regex Pool Generate Key Regex Builder 2. Workflow Management It contain plugins and their respective dependencies needed by any workflow and criteria on which these plugins will be working. 3. Connection Manager 4. License Details Below screenshot shows an…

This area is designed for developers that are looking to add additional functionality or customize their solution beyond a regular installation. This includes web service API guides, scripting guides, external applications, custom integrations and more.  This section includes the following topics: Custom Plugins External Applications Regular Expressions Scripting Resources…

The Export module contains plugins that define how documents and the extracted data are distributed to external storehouses or other forms of output after all document processing and workflow operations are complete. The following plugins belong to the Export module: Beta: Multipage Export Plugin Box Export Plugin Clean Up Plugin CMIS Export Plugin Copy Batch XML Plugin…

The Automated Validation module is responsible for automatically performing data-type checks, and contains all the extracted values for index fields. This module checks index fields for matches in data type and appropriate values and will mark exceptions when they are present. The following plugin belongs to the Automated Validation module: Automated Regex Validation Plugin

The Extraction module contains plugins that locate and extract defined data values from documents based on the OCR results produced in the Page Process module. Extraction can entail key-value extraction, table extraction, fixed-form extraction, text extraction, and more. The following plugins belong to the Extraction module: Advanced Barcode Extraction Plugin Barcode Extraction Plugin……

The Review Document module determines if a batch instance contains documents with low confidence needing operator review and suspends workflow processing for this activity. The Review Document plugin is the key component of this module.

The Document Assembly module is responsible for separating and classifying single pages—produced by the Page Process module—into documents. The following plugins belong to the Document Assembly module: Classify Images Plugin Document Assembler Plugin Barcode Reader Plugin

The Page Process Module defines how Ephesoft Transact performs OCR. Plugins are available to create display and thumbnail images, enable multidimensional classification, and more. The following plugins belong to the Page Process module: Cloud OCR Plugin Create OCR Input Plugin Create Display Image Plugin KV Page Process Plugin Multidimensional Classification Plugin Nuance…

The Folder Import module contains plugins that govern how documents, data, or images are ingested into Ephesoft Transact at the start of the workflow. It also defines additional compression, image optimization, and image resolution attributes. The following plugins belong to the Folder Import module: Create OCR Input Plugin Create Thumbnails Plugin Ephesoft Cloud HyperExtender…

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 section will cover all the different methods and strategies for importing documents into the Transact Platform Supported File Types for Import Web Scanner Email Configuration CMIS Import Plugin Upload Batch

Operator User Interface and Tasks Operator Screens and Tasks The following is a summary of the Operator screens and their controls. In many cases, this document provides links to additional information. The navigation available during initial access is as follows: Administrator Navigation from the Landing Page at Login Once you navigate into the user interface, you can expand the…

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…