{"id":35277,"date":"2019-10-14T15:33:30","date_gmt":"2019-10-14T22:33:30","guid":{"rendered":"https:\/\/ephesoft.com\/docs\/?page_id=35277"},"modified":"2020-05-21T14:26:06","modified_gmt":"2020-05-21T21:26:06","slug":"getting-started-transact-automation-anywhere","status":"publish","type":"docs","link":"https:\/\/ephesoft.com\/docs\/products\/transact\/getting-started\/getting-started-transact-automation-anywhere\/","title":{"rendered":"Getting Started with Ephesoft Transact Using Automation Anywhere"},"content":{"rendered":"<h2><a id=\"post-35277-_top\"><\/a><a id=\"post-35277-_Toc21703101\"><\/a>Introduction<\/h2>\n<p>This document describes how to use Ephesoft Transact using Automation Anywhere. Allow for at least 30 minutes to complete this procedure.<\/p>\n<h2><a id=\"post-35277-_Toc7509830\"><\/a><a id=\"post-35277-_Toc21703102\"><\/a>Prerequisites<\/h2>\n<p>To complete the steps in this document, ensure that you have the following prerequisites:<\/p>\n<ul>\n<li>Ephesoft Transact 4.5.0.2 or a later version installed and licensed.<\/li>\n<li>Basic understanding of Ephesoft Transact batch class administration<\/li>\n<li>Automation Anywhere or Automation Anywhere Community Edition installed and licensed.<\/li>\n<li>Download the <strong><a href=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/10\/RPA-Invoice-Demo-Package.zip\">RPA Invoice Demo Package<\/a> <\/strong>zip file.<\/li>\n<\/ul>\n<h3><a id=\"post-35277-_Toc21703103\"><\/a>Import the Batch Class into Ephesoft Transact<\/h3>\n<p>Import the sample batch class to complete the prerequisites for this procedure. Perform the following steps:<\/p>\n<ol>\n<li>Open the <strong>RPA Invoice Demo Package<\/strong> zip file &gt; <strong>RPA Invoice Demo Package <\/strong>folder.<\/li>\n<li>Locate the <strong>RPA_Invoice_BC.zip<\/strong> file. This is your sample batch class.<\/li>\n<li>Log into Ephesoft Transact as an Administrator.<\/li>\n<li>Use the <strong>Batch Class Management<\/strong> screen to import the batch class from step 2.<\/li>\n<\/ol>\n<h2><a id=\"post-35277-_Toc21703104\"><\/a>User Instructions<\/h2>\n<p>After you have completed the prerequisites, you are ready to perform the user instructions below.<\/p>\n<h3><a id=\"post-35277-_Toc21703105\"><\/a>Using Automated Tasks with Automation Anywhere<\/h3>\n<p>This section provides examples on how to use Ephesoft Transact with Automation Anywhere using automated tasks and an Automation Anywhere (AA) Bot.<\/p>\n<p>The primary method of using Ephesoft Transact with Automation Anywhere is to have an AA Bot send images from a folder (that is not monitored by Ephesoft) to an Ephesoft Transact watch folder. The images in the folder are then processed through Ephesoft Transact and exported to a .CSV file and sent back to the AA Bot. If documents are being ingested directly to the Ephesoft Transact drop folder that is monitored by Ephesoft, then you don\u2019t need the AA Bot to start the batch processing.<\/p>\n<p>An AA Task monitors a folder path for the .CSV file, opens that file, pulls data elements from some of the cells, and assigns these data elements to variables. The Robotic Process Automation (RPA) bot then uses the data however it wishes.<\/p>\n<p>Perform the following steps to open and run an AA Task and to use the AA Bot:<\/p>\n<ol>\n<li>Open the Automation Anywhere application.<\/li>\n<\/ol>\n<p><img decoding=\"async\" class=\"wp-image-35278 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/10\/word-image-157.png\" width=\"1455\" height=\"814\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/10\/word-image-157.png 1583w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/10\/word-image-157-300x168.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/10\/word-image-157-768x430.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/10\/word-image-157-1024x573.png 1024w\" sizes=\"(max-width: 1455px) 100vw, 1455px\" \/><\/p>\n<p style=\"text-align: center\"><span style=\"color: #999999\"><em>Figure 1: Opening Automation Anywhere Community Edition Application<\/em><\/span><\/p>\n<ol start=\"2\">\n<li>Select <strong>New<\/strong>. The<strong> Automate<\/strong> screen displays. Select <strong>Workbench<\/strong>.<\/li>\n<\/ol>\n<p><img decoding=\"async\" width=\"290\" height=\"389\" class=\"wp-image-35279 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/10\/https-lh4-googleusercontent-com-wi11ophwgbg3m_hd.png\" alt=\"https:\/\/lh4.googleusercontent.com\/WI11opHwGbG3M_hdYDax2jYJ4CXYC5GPvWbJBegjSQdXXFYs4a_z4mT8hzKBhfAPQGTYZrM9SEYhC-jr4ddIcTfysiGYNNMgRJnYpEe2-rJeABmeNFcLy46ZmJFSp65pXhgPzbGA\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/10\/https-lh4-googleusercontent-com-wi11ophwgbg3m_hd.png 290w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/10\/https-lh4-googleusercontent-com-wi11ophwgbg3m_hd-224x300.png 224w\" sizes=\"(max-width: 290px) 100vw, 290px\" \/><\/p>\n<p style=\"text-align: center\"><span style=\"color: #999999\"><em>Figure 2: Choosing Workbench<\/em><\/span><\/p>\n<p>A new AA Task is ready to be configured.<\/p>\n<p><img decoding=\"async\" width=\"1292\" height=\"708\" class=\"wp-image-35280 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/10\/https-lh3-googleusercontent-com-upesqohldtpul1fq.png\" alt=\"https:\/\/lh3.googleusercontent.com\/UPEsqOHldtpuL1Fqgm5lzw7M_VtXEzxQw2nrw_utHgw2OPVKrE-JWLLwBVlKpm1HkQaHp0ciwDzuX-01aawUutsyVxPxySw4h59Oh8oeLDTaBwwa3AE58Ah-7eB2X6u5CwbtIKy6\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/10\/https-lh3-googleusercontent-com-upesqohldtpul1fq.png 1292w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/10\/https-lh3-googleusercontent-com-upesqohldtpul1fq-300x164.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/10\/https-lh3-googleusercontent-com-upesqohldtpul1fq-768x421.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/10\/https-lh3-googleusercontent-com-upesqohldtpul1fq-1024x561.png 1024w\" sizes=\"(max-width: 1292px) 100vw, 1292px\" \/><\/p>\n<p style=\"text-align: center\"><em><span style=\"color: #999999\">Figure 3: <strong>New Task<\/strong> Screen<\/span><\/em><\/p>\n<ol start=\"3\">\n<li style=\"list-style-type: none\">\n<ol start=\"3\">\n<li>Click <strong>Variables Manager<\/strong> on the lower right-hand side of the screen, and click <strong>Add<\/strong>. The <strong>Add Variable<\/strong> screen displays.<\/li>\n<li>Keep the <strong>Value<\/strong> field blank when adding each of the following variables:<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<ul>\n<li style=\"list-style-type: none\">\n<ul>\n<li style=\"list-style-type: none\">\n<ul>\n<li>VendorName<\/li>\n<li>InvoiceNumber<\/li>\n<li>InvoiceDate<\/li>\n<li>AmountDue<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<ol start=\"5\">\n<li>Click <strong>Save<\/strong> after each variable above is added.<\/li>\n<\/ol>\n<p><img decoding=\"async\" width=\"584\" height=\"389\" class=\"wp-image-35281 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/10\/https-lh5-googleusercontent-com-c-_mb4v2wcixxk41.png\" alt=\"https:\/\/lh5.googleusercontent.com\/C-_MB4V2wcixXK41rjHDPKSG9VHB_HRhsMz5XVAmhP4EuyE2bC1tu0xp2lbVfR2dD02e9F4zp7q1o0NATkZZXr9Q7KSujzkIRqw11dCCF8JDOo1_wgk8f7Ivy7VBMQ5pL8QT5Gkd\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/10\/https-lh5-googleusercontent-com-c-_mb4v2wcixxk41.png 584w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/10\/https-lh5-googleusercontent-com-c-_mb4v2wcixxk41-300x200.png 300w\" sizes=\"(max-width: 584px) 100vw, 584px\" \/><\/p>\n<p style=\"text-align: center\"><em><span style=\"color: #999999\">Figure 4: Adding Variables<\/span><\/em><\/p>\n<ol start=\"6\">\n<li style=\"list-style-type: none\">\n<ol start=\"6\">\n<li>Add the following commands to your task:<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<p><img decoding=\"async\" width=\"852\" height=\"268\" class=\"wp-image-35282 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/10\/https-lh6-googleusercontent-com-vo4earvcxnz0pk10.png\" alt=\"https:\/\/lh6.googleusercontent.com\/VO4eaRvcxnz0pK10E1HFw-woVqgz9pI_5zS3AeL0ffUYG9QmK2lhPjWjqLeqy19wFXsy36v8E9Mo5gmycvP6gClB0hpfBhHSxNru-DkTcFjNNQpT3YlKcEp2lL_AoZvAZ5qqk7U_\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/10\/https-lh6-googleusercontent-com-vo4earvcxnz0pk10.png 852w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/10\/https-lh6-googleusercontent-com-vo4earvcxnz0pk10-300x94.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/10\/https-lh6-googleusercontent-com-vo4earvcxnz0pk10-768x242.png 768w\" sizes=\"(max-width: 852px) 100vw, 852px\" \/><\/p>\n<p style=\"text-align: center\"><span style=\"color: #999999\"><em>Figure 5: Adding Commands to Your Task<\/em><\/span><\/p>\n<ol start=\"7\">\n<li style=\"list-style-type: none\">\n<ol start=\"7\">\n<li>Save your task.<\/li>\n<li>Run a batch through Ephesoft Transact. If the batch becomes <strong>Ready for Review<\/strong> or <strong>Ready for Validation<\/strong>, open Ephesoft Transact, and finish the review and validation process.<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<p><img decoding=\"async\" class=\"wp-image-35283 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/10\/word-image-158.png\" width=\"1244\" height=\"614\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/10\/word-image-158.png 1538w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/10\/word-image-158-300x148.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/10\/word-image-158-768x379.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/10\/word-image-158-1024x505.png 1024w\" sizes=\"(max-width: 1244px) 100vw, 1244px\" \/><\/p>\n<p style=\"text-align: center\"><em><span style=\"color: #999999\">Figure 6: Reviewing and Validating<\/span><\/em><\/p>\n<ol start=\"9\">\n<li>Once the batch is validated in the <strong>Review<\/strong> screens, Ephesoft Transact exports the batch as a .CSV file. The following figure illustrates the <strong>Export <\/strong>plugin that was used in this sample batch class.<\/li>\n<\/ol>\n<p><img decoding=\"async\" width=\"1153\" height=\"448\" class=\"wp-image-35284 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/10\/word-image-159.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/10\/word-image-159.png 1153w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/10\/word-image-159-300x117.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/10\/word-image-159-768x298.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/10\/word-image-159-1024x398.png 1024w\" sizes=\"(max-width: 1153px) 100vw, 1153px\" \/><\/p>\n<p style=\"text-align: center\"><span style=\"color: #999999\"><em>Figure 7: Export Plugin<\/em><\/span><\/p>\n<p style=\"padding-left: 40px\">The AA bot will monitor the Ephesoft Transact export location.<\/p>\n<ol start=\"10\">\n<li>Run your task. A message displays data that was extracted from the invoice.<\/li>\n<\/ol>\n<p><img decoding=\"async\" width=\"515\" height=\"289\" class=\"wp-image-35285 aligncenter\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/10\/https-lh4-googleusercontent-com-cixmsibhurba_cno.png\" alt=\"https:\/\/lh4.googleusercontent.com\/cIXMSiBHUrBA_cnO9vT0Y42RqjtzsR5ejvMzSOGEDdjzUIEt0FSY6pEPLIO6KCwm3X1iYwx4BnBDzpZBejPci6t6uMTAHlx5CAwf9sdaEqS5jcJs3okfdGqnwbBIS0o6kNyaqems\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/10\/https-lh4-googleusercontent-com-cixmsibhurba_cno.png 515w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2019\/10\/https-lh4-googleusercontent-com-cixmsibhurba_cno-300x168.png 300w\" sizes=\"(max-width: 515px) 100vw, 515px\" \/><\/p>\n<p style=\"text-align: center\"><em><span style=\"color: #999999\">Figure 8: Data Message<\/span><\/em><\/p>\n<h2><a id=\"post-35277-_Toc7509832\"><\/a><a id=\"post-35277-_Toc21703106\"><\/a>Conclusion<\/h2>\n<p>If you have completed the tasks in this document, you have completed the procedure for using Ephesoft Transact with Automation Anywhere tasks.<\/p>\n","protected":false},"featured_media":0,"parent":20733,"menu_order":19,"comment_status":"closed","ping_status":"closed","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>Getting Started with Ephesoft Transact Using Automation Anywhere | 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=\"Getting Started with Ephesoft Transact Using Automation Anywhere\" \/>\n<meta property=\"og:description\" content=\"Introduction This document describes how to use Ephesoft Transact using Automation Anywhere. 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