This document provides an overview of table validation rules in Ephesoft Transact. This information is intended for Transact administrators. For information about validation rules for index fields, refer to Validation Rules. Prerequisites To create and configure table validation rules, the following prerequisites must be in place: You will need a batch class with a document type…

The following section includes feature articles and references related to the Review and Validate screens for operators. Validating Documents Magnification Mode Page Indicator Splitting and Merging Documents Using Keyboard Shortcuts and Country Codes Zoom Overlay for Extracted Content

This page provides an overview of validation rules in Ephesoft Transact. This information is intended for Transact administrators. Prerequisites To create and configure validation rules, the following prerequisites must be in place: You must be logged in to Transact as Administrator. You will need a batch class with a document type configured. For detailed steps, refer to Add New…

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…

Applies to: on-premises, cloud Introduction Applies to: Transact version 2022.1.01 or newer. (Windows/Linux) This article describes how to export and import extraction and classification rules. These steps are intended for Transact administrators. Overview Ephesoft Transact enables you to export or import the following rules to aid in reuse and quicker batch class design: Key-value…

Introduction Applies to: Transact version 2022.1.00 or newer. Table support applies to Transact versions 2022.1.01 or newer. Availability: Windows and Linux on-premise or cloud. This article describes how to configure and use Universal Document Automation for Ephesoft Transact. Universal Document Automation uses the Semantik Artificial Intelligence (AI) Engine to analyze any document,…

Introduction Software updates provide enhancements to the latest version of Ephesoft Transact. This release includes compatibility enhancements and fixes for features. Consolidated List of Software Updates Update The CronUtil version in 2022.1.00 has been upgraded from 9.1.2 to 9.1.6. This removes the CVE-2021-41269 vulnerability. Log4j has been updated to version 2.17.1. See…

Introduction Software updates provide enhancements to the latest version of Ephesoft Transact. This release includes compatibility enhancements and fixes for features. Software Updates Salesforce ID Category Issue 00021054 Batch Class Import Document Types Import Transact took excessive time with import and export operations where content included a large number of document…

Introduction This document describes how to use the Ephesoft Transact AI Table Rule Builder in Ephesoft Transact. With the Ephesoft Transact AI Table Rule Builder, operators can create extraction rules for invoice table line items during the Validation stage in Ephesoft Transact. This feature also provides improved extraction accuracy by excluding rows that are not needed. With AI Table Rule…

You can use the Table Extraction plugin to perform semi-automated table extraction with little upfront configuration. This is a one-time extraction, which is quicker to configure than automated table extraction, and easier than hand-keying data into the system. This approach works best for tables where all the data is contained in single columns. Data that spans columns may not be captured…

Index fields are configured inside a document type. You can have multiple index fields for each document type. Transact uses the index field settings during extraction. Category in Index Fields: Category of an Index Field can be described as the group into which it will be assigned. An Index Field can be assigned to any user-defined category, will be displayed in the combo-box. All the Index…

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…

The following is a list of known issues for which a workaround is provided. Category Known Issue Workaround Batch Class Import If you are importing a batch class that creates or updates global document types in the global batch class, the import process will fail if there is a local document type in the Global Batch Class (BC0). Importing will succeed if all local document types…

In Ephesoft Transact 2020.1 or above, the Review and Validation screens include a page indicator widget that displays above the full-screen image as shown in the figures below. Figure 1. Widget Example The page indicator value ranges from one to the total number of pages. This differs from the page indicators associated with the thumbnail view, which represent the pages identified after…

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 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…

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…

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…

Ephesoft Transact 2019.1 Hotfix April 15, 2019: Ephesoft releases Transact 2019.1 Hotfix This Ephesoft Transact 2019.1 Hotfix resolves issues with saving changes to the batch class and other issues discovered after the initial software release on January 31. For more information, refer to the following article: Ephesoft Transact 2019.1 Hotfix Issues and Workarounds    …