{"id":31811,"date":"2018-03-22T08:03:54","date_gmt":"2018-03-22T16:03:54","guid":{"rendered":"https:\/\/ephesoft.com\/docs\/2019-1-2\/moduleplugin-configuration\/extraction-module\/extraction-hidden-document-type-feature\/"},"modified":"2020-05-19T12:24:25","modified_gmt":"2020-05-19T19:24:25","slug":"extraction-hidden-document-type-feature","status":"publish","type":"docs","link":"https:\/\/ephesoft.com\/docs\/products\/transact\/features-and-functions\/administrator\/moduleplugin-configuration\/extraction-module\/extraction-hidden-document-type-feature\/","title":{"rendered":"Extraction | Hidden Document Type Feature"},"content":{"rendered":"<h2>What\u2019s New In Transact 4.5?<\/h2>\n<hr \/>\n<h1>Extraction | Hidden Document Type Feature<\/h1>\n<p>&nbsp;<\/p>\n<p>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 are going to be used to programmatically change the granular document type name to a more generic document type name later in the workflow (for example, changing &#8220;MainStreetBankStatement&#8221; to &#8220;BankStatement&#8221; after extraction but before the Validation UI). A Hidden Document Type will not appear in the Document Type drop-down list in the Validation UI, thus avoiding the scenario where hundreds of very granular document types are needlessly displayed. However, Hidden Document Types WILL appear in the Document Type drop-down list in the Review UI. To avoid confusion, Ephesoft recommends using Hidden Document Types only in scenarios where the Review module is omitted. If a document is classified as a Hidden Document Type, and your workflow allows the batch to stop in Review, you&#8217;ll be required to change the document type to a non-hidden document type before the batch can leave the Review module.<\/p>\n<p>To implement this feature, a new field called <strong>Hidden<\/strong> has been added in the <strong>Additional Configurations<\/strong> drop-down list on the <strong>Document Types<\/strong> screen under the Batch Class. The Hidden Document Types will still be picked up and displayed in the drop-down list present in the middle pane of the <strong>Review-Validate<\/strong> screen, however such documents will be marked in red in the left pane. The operator will have to change the Hidden Document Type to a non-hidden one to proceed with the review process. If the operator tries to use the Hidden Document Type, the document will remain marked in red and the error message will be displayed saying &#8220;<em>Document cannot have hidden document type<\/em>&#8220;.<\/p>\n<p>Please note that if the batch class contains only one document type and it is marked as Hidden, the batch processing workflow would stop at the Review stage. To ensure complete and successful batch processing, you will need to add other Document Types or \u201cunhide\u201d the existing Document Type.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>To use the Hidden Document Type feature:<\/strong><\/p>\n<p>1. Open or create a Batch Class.<\/p>\n<p>2. Create two or more Document Types and upload Learn Files for each type.<\/p>\n<p><img decoding=\"async\" width=\"1812\" height=\"548\" class=\"wp-image-14179\" style=\"border: 2px solid #A9A9A9;padding: 1px;margin: 2px\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/c-users-ephesoft-appdata-local-microsoft-windows-1-215.png\" alt=\"C:UsersEphesoftAppDataLocalMicrosoftWindowsINetCacheContent.Word1.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/c-users-ephesoft-appdata-local-microsoft-windows-1-215.png 1812w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/c-users-ephesoft-appdata-local-microsoft-windows-1-215-300x91.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/c-users-ephesoft-appdata-local-microsoft-windows-1-215-768x232.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/c-users-ephesoft-appdata-local-microsoft-windows-1-215-1024x310.png 1024w\" sizes=\"(max-width: 1812px) 100vw, 1812px\" \/><\/p>\n<p>3. In the <strong>Additional Configurations <\/strong>dropdown list for the required Document Type, select <strong>Hidden<\/strong>. In our case, we hide <em>US Invoice<\/em> Document Type.<\/p>\n<p><img decoding=\"async\" width=\"1805\" height=\"630\" class=\"wp-image-14180\" style=\"border: 2px solid #A9A9A9;padding: 1px;margin: 2px\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/c-users-ephesoft-appdata-local-microsoft-windows-1-216.png\" alt=\"C:UsersEphesoftAppDataLocalMicrosoftWindowsINetCacheContent.Word2.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/c-users-ephesoft-appdata-local-microsoft-windows-1-216.png 1805w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/c-users-ephesoft-appdata-local-microsoft-windows-1-216-300x105.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/c-users-ephesoft-appdata-local-microsoft-windows-1-216-768x268.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/c-users-ephesoft-appdata-local-microsoft-windows-1-216-1024x357.png 1024w\" sizes=\"(max-width: 1805px) 100vw, 1805px\" \/><\/p>\n<p>4. Go to the <strong>Upload Batch<\/strong> screen, upload the file, select the Batch Class and click <strong>Start Batch<\/strong>.<\/p>\n<p><img decoding=\"async\" width=\"1743\" height=\"696\" class=\"wp-image-14181\" style=\"border: 2px solid #A9A9A9;padding: 1px;margin: 2px\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/c-users-ephesoft-appdata-local-microsoft-windows-1-217.png\" alt=\"C:UsersEphesoftAppDataLocalMicrosoftWindowsINetCacheContent.Word3.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/c-users-ephesoft-appdata-local-microsoft-windows-1-217.png 1743w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/c-users-ephesoft-appdata-local-microsoft-windows-1-217-300x120.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/c-users-ephesoft-appdata-local-microsoft-windows-1-217-768x307.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/c-users-ephesoft-appdata-local-microsoft-windows-1-217-1024x409.png 1024w\" sizes=\"(max-width: 1743px) 100vw, 1743px\" \/><\/p>\n<p>5. When the batch reaches the Review stage (status: <strong>Ready for Review<\/strong>), open it from the <strong>Batch Instance Management<\/strong> or the <strong>Batch List <\/strong>screen.<\/p>\n<p><img decoding=\"async\" width=\"1918\" height=\"756\" class=\"wp-image-14182\" style=\"border: 2px solid #A9A9A9;padding: 1px;margin: 2px\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/c-users-ephesoft-appdata-local-microsoft-windows-1-218.png\" alt=\"C:UsersEphesoftAppDataLocalMicrosoftWindowsINetCacheContent.Word4.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/c-users-ephesoft-appdata-local-microsoft-windows-1-218.png 1918w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/c-users-ephesoft-appdata-local-microsoft-windows-1-218-300x118.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/c-users-ephesoft-appdata-local-microsoft-windows-1-218-768x303.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/c-users-ephesoft-appdata-local-microsoft-windows-1-218-1024x404.png 1024w\" sizes=\"(max-width: 1918px) 100vw, 1918px\" \/><\/p>\n<p>On the <strong>Review<\/strong> screen, the document is classified into the Hidden Document Type (<em>US Invoice<\/em>) and marked in red in the left pane.<\/p>\n<p><img decoding=\"async\" width=\"1609\" height=\"698\" class=\"wp-image-14183\" style=\"border: 2px solid #A9A9A9;padding: 1px;margin: 2px\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/c-users-ephesoft-appdata-local-microsoft-windows-1-219.png\" alt=\"C:UsersEphesoftAppDataLocalMicrosoftWindowsINetCacheContent.Word5.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/c-users-ephesoft-appdata-local-microsoft-windows-1-219.png 1609w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/c-users-ephesoft-appdata-local-microsoft-windows-1-219-300x130.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/c-users-ephesoft-appdata-local-microsoft-windows-1-219-768x333.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/c-users-ephesoft-appdata-local-microsoft-windows-1-219-1024x444.png 1024w\" sizes=\"(max-width: 1609px) 100vw, 1609px\" \/><\/p>\n<p>If you click the Review button now, when the Hidden Document Type is selected, you will see the following message:<\/p>\n<p><strong>\u201cDocument cannot have hidden document type\u201d<\/strong>.<\/p>\n<p><img decoding=\"async\" width=\"1565\" height=\"700\" class=\"wp-image-14184\" style=\"border: 2px solid #A9A9A9;padding: 1px;margin: 2px\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/c-users-ephesoft-appdata-local-microsoft-windows-1-220.png\" alt=\"C:UsersEphesoftAppDataLocalMicrosoftWindowsINetCacheContent.Word6.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/c-users-ephesoft-appdata-local-microsoft-windows-1-220.png 1565w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/c-users-ephesoft-appdata-local-microsoft-windows-1-220-300x134.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/c-users-ephesoft-appdata-local-microsoft-windows-1-220-768x344.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/c-users-ephesoft-appdata-local-microsoft-windows-1-220-1024x458.png 1024w\" sizes=\"(max-width: 1565px) 100vw, 1565px\" \/><\/p>\n<p>6. To proceed, select another, non-hidden Document Type from the drop-down list and click <strong>Review<\/strong>.<\/p>\n<p><img decoding=\"async\" width=\"1670\" height=\"700\" class=\"wp-image-14185\" style=\"border: 2px solid #A9A9A9;padding: 1px;margin: 2px\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/c-users-ephesoft-appdata-local-microsoft-windows-1-221.png\" alt=\"C:UsersEphesoftAppDataLocalMicrosoftWindowsINetCacheContent.Word7.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/c-users-ephesoft-appdata-local-microsoft-windows-1-221.png 1670w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/c-users-ephesoft-appdata-local-microsoft-windows-1-221-300x126.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/c-users-ephesoft-appdata-local-microsoft-windows-1-221-768x322.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/c-users-ephesoft-appdata-local-microsoft-windows-1-221-1024x429.png 1024w\" sizes=\"(max-width: 1670px) 100vw, 1670px\" \/><\/p>\n<p>7. Now, the confirmation message appears and the document in the left pane is now marked in green. Click <strong>OK<\/strong> to move on to the next stage of the batch processing workflow.<\/p>\n<p><img decoding=\"async\" width=\"1663\" height=\"707\" class=\"wp-image-14186\" style=\"border: 2px solid #A9A9A9;padding: 1px;margin: 2px\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/c-users-ephesoft-appdata-local-microsoft-windows-1-222.png\" alt=\"C:UsersEphesoftAppDataLocalMicrosoftWindowsINetCacheContent.Word8.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/c-users-ephesoft-appdata-local-microsoft-windows-1-222.png 1663w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/c-users-ephesoft-appdata-local-microsoft-windows-1-222-300x128.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/c-users-ephesoft-appdata-local-microsoft-windows-1-222-768x327.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/c-users-ephesoft-appdata-local-microsoft-windows-1-222-1024x435.png 1024w\" sizes=\"(max-width: 1663px) 100vw, 1663px\" \/><\/p>\n","protected":false},"featured_media":0,"parent":31802,"menu_order":17,"comment_status":"closed","ping_status":"open","template":"","doc_tag":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v19.0 (Yoast SEO v22.1) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Extraction | Hidden Document Type Feature | Ephesoft Docs<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Extraction | Hidden Document Type Feature\" \/>\n<meta property=\"og:description\" content=\"What\u2019s New In Transact 4.5? 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