Ephesoft Transact 2019.2 Known Issues & Workarounds
Category
Issue
Workaround
Installation and Upgrade:
Windows
After upgrading from Ephesoft Transact 2019.1 to version 2019.2 on a Windows system, the Windows Service account for Ephesoft Transact reverts back to the Local System account, and not to the Transact Windows Service.
The workaround for this issue is to run the Upgrade Wizard for Ephesoft Transact 2019.2,…
CTRL + Q Shortcut Not Working in 4.5.0.1
Applies to: Ephesoft Transact 4.5.0.1
Resolved in: Ephesoft Transact 2019.1
Issue
The shortcut Ctrl + Q blocks out the other fields in the validation screen and hinders the ability to edit them after using the shortcut for the first time. This occurs despite the value for the field being set to false in the application.properties file, located in \Application\WEB-INF\classes\META-INF.…
Updates and Downloads – Ephesoft v4.5.0.1 for v4.5.0.0
Download for:
4.5.0.1 - Windows
4.5.0.1 - Linux
Update 10/15/2018:
Refer wiki : https://ephesoft.com/docs/transact-v4-5-0-0-using-recostar-is-slower-than-v4-1-2-0
There is known issue regarding performance slowness when using recostar saveimage.exe .Ephesoft found that the duration of processing with the Recostar saveimage.exe files was five times longer than with the Transact…
Machine Learning | Support for Multilingual Files
What’s New In Transact 4.5?
Machine Learning | Support for Multilingual Files
In Ephesoft Transact v.4.5.0.0, machine learning functionality has been enhanced to provide multilingual support. Now, you can use machine learning to extract data from documents written not only in English but in any language supported by the underlying Transact OCR engine (RecoStar for Microsoft Windows and Nuance…
Machine Learning | Machine Learning Classification and Extraction Roles
What’s New In Transact 4.5?
Machine Learning | Machine Learning Classification and Extraction Roles
In previous versions of Transact, the administrator managed permissions for machine learning classification and machine learning extraction using a single configuration on the Document Types screen. The required roles were selected from the column “Roles of Machine Learning” and were…
Machine Learning | Role-Based Table Machine Learning
What’s New In Transact 4.5?
Machine Learning | Role-Based Table Machine Learning
In Ephesoft Transact v4.5.0.0, table machine learning is performed on the basis of assigned roles, same as machine learning of document level fields (DLF). This means that Extraction Roles defined at the Document Type level apply to both index fields and tables.
In general, the application allows you to…
Extraction | LIM Improvements
What’s New In Transact 4.5?
Extraction | LIM Improvements
Line Item Matching (LIM) is the feature that allows application users to match and verify the processed Invoices with their corresponding Purchase Orders on the Validation Screen. For more information about the functionality, refer here.
In Ephesoft Transact v.4.5.0.0, the LIM feature has been improved in several ways (all…
Zoom Overlay for Extracted Content
Note: In Ephesoft Transact 2020.1 and above, this function has been replaced with Magnification Mode.
A toggle has been added on the Validation screen to zoom the Index Field, wrapped, paragraph, and table data in the image. The zoom feature makes it easier for the user to spot and validate the extracted values.
To zoom-in on the value of a selected Index Field in the image:…
REST API Lookup Plugin
Skip to:
Introduction
Prerequisites
Configuration of REST API Lookup using the Web Service URL
Configuration of REST API Lookup using the custom JAR file
REST API Lookup on the Validation screen
Configuration of XPath/JSONPath
Introduction
Ephesoft Transact 4.5.0.0 now supports REST API Lookup. It is used to extract the document level fields of a document on basis of the…
Machine Learning Custom Dictionary Support
Introduction
Dictionaries are a part of the machine learning mechanism. They are created and used to extract those types of values, for which it is not possible to define any specific regex. Dictionaries contain sets of predefined values like the US States, US Cities, Personal Names, etc. One of these values is selected at the time of data extraction according to the system settings.…
Document Type Additional Configurations
Summary
To prevent the ImageScan document types (Batch header, Payment, and Remittance) from being changed in validation (by default), two new properties “Can be Changed” & “Can be Assigned” were introduced for Document Type created under a Batch class. By default, both the properties are selected for the newly added or imported documents.
Screen Print:
Can be changed: Default Value…
Trigger Field Value Change Script for Table Data Fields
Summary
This feature helps the user to run custom script while changing the table data on the validation screen. System triggers a validation script if you change any table field. The system control defaults to the 1st invalid entry on the table view if the script is ON. This feature works the same way as the field value change script works for document level fields.
Steps to Run the…
Suspend Batch
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…
Web Scanner
The existing Web Scanner mechanism was not supported by all the browsers and required changes in the methodology. The Advanced Web Scanner Service provides a more secure and improved process of scanning the images. User can download the Advanced Web Scanner Service on their client machines. And can configure the switch for storing the scanned images on the local system or server (TIFF files will…
Line Item Matching
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 List
Overview
The main purpose of this screen is to show the list of Batch Instances which are either in READY_FOR_REVIEW and READY_FOR_VALIDATION state. Batch List screen is divided into 3 parts:-
Batch List Charts
Batch List Option Panel
Batch List Grid
Below captured snapshot shows Batch List screen view
On Batch List screen by default, Review Tab will be selected i.e. on opening batch…
4.5.0.0
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…
2019.1
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…
2019.2
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…
Batch List
Overview
The main purpose of this screen is to show the list of Batch Instances which are either in READY_FOR_REVIEW and READY_FOR_VALIDATION state. Batch List screen is divided into 3 parts:-
Batch List Charts
Batch List Option Panel
Batch List Grid
Below captured snapshot shows Batch List screen view
On Batch List screen by default, Review Tab will be selected i.e. on…
Importing and Exporting Batch Classes
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…
Review Document
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…
Application.properties
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…
Table Extraction Plugin
Available: on-premises, cloud
Overview
The Table Extraction plugin is responsible for extracting data from the batch with tabular data in the form of tables. The user defines basic table information and a set of table columns for the table.
Ephesoft Transact uses one or more rules to perform table extraction. Note the following factors for table extraction:
There may be multiple table…
How to Administer Ephesoft Users and Groups
Ephesoft supports Tomcat, OpenLDAP and Microsoft Active Directory protocols for maintain a roster of users and groups. OpenLDAP is the default management system that is enabled and configured following a clean installation of Ephesoft Transact. There are two main configuration files:…