What's New in Transact 4.1 Accuracy | Multidimensional classification Ephesoft Transact 4.1 introduced the new patented multidimensional classification mechanism to improve accuracy of classification. This mechanism classifies documents across various dimensions and then combine the score of each dimension to give better accuracy and confidence. This classification mechanism works on…

Overview This page provides details on the Suspend Batch option in Ephesoft Transact. Users can suspend a batch in Review/Validation and assign it to another operator. The user who originally suspended the batch can later resume the batch. Configuration The Review Suspend Batch Switch can be enabled (set to ON) from the Plugin Configuration screen for the REVIEW_DOCUMENT and VALIDATE_DOCUMENT…

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…

Document Assembler – Change Unknown Documents to Document Type In DOCUMENT_ASSEMBLER Plugin configuration, drop-down lists are introduced instead of text-box. In the earlier versions, user has to manually enter the Document Type in the text-box which may or may not be correct. Now, a drop-down list of the pre-configured Document Types appears for the fields ‘Change Unknown Document Type Switch’…

The purpose of the Email Configuration screen is to allow users to configure their email accounts with Ephesoft Transact. This screen works with the Email Import plugin to import documents from a user’s email account. This configuration is done per batch class. Multiple email accounts can be set up for each batch class. Prerequisites Complete the following steps in order to turn on the email…

Applies to: Ephesoft Transact 4.0.6.0 and above You can use the Test Classification feature to ensure each document type is properly trained to classify and separate multiple pages or multiple documents within a single uploaded file. All files will be processed according to the settings in the batch class. All plugins required for the DOCUMENT_ASSEMBLER to execute a particular configuration…

The Line Item Matching (LIM) feature allows the Transact users to match and verify the processed Invoices with their corresponding Purchase Orders on the Validation Screen. Earlier LIM was developed as an external application, but now it has been integrated within the Ephesoft environment. The administrator can configure the Batch Class based on the pre-configured Default.properties file and…

Batch Class Management Charts This functionality aims at providing the application user to see the (PPM) page processed per minute of the batch classes graphically. PPM is calculated dynamically from the past history of the page processed in the different batch classes. Characteristics The functionality allows one to visualize the PPM of different batch classes in form of bar chart.…

Overview Test Extraction enables you to test the extraction results without running an entire batch. By running Test Extraction, you can evaluate the result for a particular input and verify which kind of extraction is best suited for the particular document type. Steps to Run Test Extraction To begin the Test Extraction, we need to upload an image from the batch class screen either by…

Overview A property has been added in ‘{Ephesoft-Home}/WEB-INF/classes/META-INF/dcma-util/dcma-backup-service.properties’ file by which user will be able to configure whether the batch xml backup needs to be taken after the execution of every plugin or after the execution of every module. backup.plugin_batch_xml_backup_switch=OFF The value of this property will be OFF by default stating…

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…

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…

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…

Overview GraphicsMagick has been added as an option for image conversion process in the following Batch Class plugins along with ImageMagick: Import multipage file plugin Create Display Image plugin Create Thumbnails plugin Create OCR Input plugin Create MultiPage Files plugin Batch Class Plugin Changes Import multipage file plugin   Following new properties has been……

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…

The Validate Document module determines if a batch instance contains index fields with low confidence needing operator validation, and suspends the workflow processing for this activity. The Validate Document Plugin is the key component of this module.

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…

Available: on-premises, cloud Overview This screen defines the operations that can be done on a batch in review state. During this stage, the user can perform various operations on the batch like classifying, splitting, copying, deleting the document etc. The document also explains the various plugin properties that can be set for batches that are in review state. Whenever batch comes to review…

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…

Ephesoft Transact Release Platform - 4.1.3.0 and Earlier Server Environments Operating System Windows 7 SP1 Windows Server 2008 R2 Windows Server 2012 Windows Server 2012 R2 Windows Server 2016 (4.1.2.0 or higher) Databases Microsoft SQL Server 2008 - All Versions Microsoft SQL Server 2012 (X64) - All Versions Microsoft SQL Server 2014 Microsoft SQL…

Overview You can configure email import from the Email Configuration screen is responsible for configuring the user mail accounts and E-mail Import plugin is responsible for importing the documents present in a defined form from the user's mail account. User is allowed to configure any mail account as well as the type of documents which the plug-in will support. This configuration is done per…

Introduction This page provides an overview of the pickup service feature and its recommended settings in Ephesoft Transact. Overview Pickup service refers to the automatic services that feed the Activiti framework to execute a batch. The workflow for this feature varies by version: 2020.1.02 and below New documents are uploaded into the system and converted to batch instances. Batch…

Overview: This feature lets you define how the document assembler plugin can manipulate the separation results in different ways based on the File boundaries. A property DA File Name Boundary Classification determines the strategy for file boundary classification which operates over the separation results generated by the DA algorithm.   File Boundary Classification Strategies The three…