Applies to: Ephesoft Transact 4.5.0.0 and above This article describes how to configure currency settings for table extraction. These steps are intended for Transact administrators. Prerequisites To create and configure currency settings for tables, the following prerequisites must be in place: You will need a batch class with a document type configured. For detailed steps, refer to Add…

Versions: 4.5.0.0 and newer In Transact versions prior to 4.5.0.0, default scripts did not include information on the exceptions thrown. If any default script went into error, the batch status reflected the "Error" but the "Error Cause" was not populated on the Batch Instance Management screen. Default scripts include error comments. The Transact administrator can also view…

Transact includes default keyboard shortcuts available in the batch Review and Validation operator screens. This article describes how to access, use and customize keyboard shortcut functions in Transact. This article also provides a summary of country codes and languages supported by the user interface. Displaying Keyboard Shortcuts Follow these steps to access the user screens that have…

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 Fuzzy Search is a checkbox available in the Fuzzy Search Results window on the Validation screen. By default, Fuzzy Search is enabled. If the Fuzzy Search switch is used to look for multi-word records, all results relevant to the search argument will be fetched, irrespective of the Starts With, Ends With, Contains, Exact Match filters. If…

What’s New In Transact 4.5? Extraction | Hidden Document Type Feature   Ephesoft Transact v.4.5.0.0 includes a new Hidden Document Type feature. It is useful for scenarios where more granular document types are needed to facilitate index field extraction from different layouts of the same type of document (for example, bank statement layouts from different banks), and workflow scripts…

This page provides information on how to integrate external applications with the Transact Review and Validation modules. Important: Before proceeding, read and agree to the Developer Disclaimer. Configuring an External Application External applications are technology-independent and can be written in any language, such as HTML, JavaScript, GWT, JSP, Servlet, or a combination thereof.…

This page describes how to install, activate, and configure Fixed Form Extraction using Nuance. To integrate with Nuance, you will need to use the Nuance Extraction plugin. These instructions are intended for Transact administrators. Overview The NUANCE_EXTRACTION_PLUGIN is part of the Extraction module. You can use the NUANCE_EXTRACTION_PLUGIN to extract: Text data Checkbox data OCR…

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…

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 This functionality aims at providing the application user to see number of batch instances in Review and Validation under various priorities graphically. Characteristics The functionality allows one to visualize the number of batch instances in READY FOR REVIEW and READY FOR VALIDATION in various priority i.e. HIGH, LOW, MEDIUM and URGENT. Working When a Batch list screen is…

Overview Function Keys provide Transact users with the ability to use function key shortcuts on the Review and Validate screens to run custom scripts. Transact batch class administrators can assign a custom script to a function. Then, operators can quickly run the script by pressing a specific function key when reviewing and validating batches. Prerequisites Transact batch class administrators…

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 This feature allows a user to delete a specific batch instance or multiple batch instances from that batch instance management screen. Usability The batch instances can be deleted from batch instance management screen by selecting them and clicking the delete batch instance menu item. The batch instances which are checked in the batch instance grid are deleted, when the delete menu…

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…

Available: on-premises, cloud This page provides an overview of the FuzzyDB plugin and its configuration in Ephesoft Transact. Prerequisites FuzzyDB must be added to the Extraction module and set to ON. Overview The FuzzyDB plugin uses a fuzzy database lookup to link your internal database to Ephesoft Transact. This allows you to pair data extracted from Ephesoft Transact with data from…

Overview This functionality aims at providing the application user to see number of batch instances in different status. Characteristics The functionality allows one to visualize the number of batch instances in different status in form of pie chart. This functionality allows one to visualize the number of batch instances in review and validate differentiated by time in form of stack…

You can unlock a batch instance from the Batch Instance Management screen. To unlock a batch instance, select one ore more batch instances from the grid and click Unlock. Figure 1. Unlock Batch Instance Note: You may be unable to unlock a batch instance if it is currently open for review or validation. To unlock a batch that is currently in review, delete the user in the Current User…

This page provides an overview of batch instance priority and its configuration in Ephesoft Transact. Overview The batch instance priority sets the order in which a batch will be executed. This is a numerical value (1-100) and is compared against the priority of other batches when executing plugins or attempting to access resources. The following is a general guideline of priority ratings:……

Overview This feature allows the user to specify a field that can be used to categorize the executed batches in a batch class. The batch class fields can be used to provide some user specific information. The field can be specified when uploading batches through Web Scanner and Upload Batch. The user can specify the validation pattern and the sample value for the defined batch class…

Available: on-premises, cloud This page describes how to configure the Copy Batch XML plugin in Ephesoft Transact. These steps are intended for Transact administrators. Overview The Copy Batch XML plugin exports the batch.xml and batch files (multi-page PDFs and TIFs) files to the final drop folder. You can modify the names of the copied document files and to where these files will be copied…

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…