{"id":47759,"date":"2020-12-09T12:05:27","date_gmt":"2020-12-09T19:05:27","guid":{"rendered":"https:\/\/ephesoft.com\/docs\/?post_type=docs&#038;p=47759"},"modified":"2022-11-28T15:56:28","modified_gmt":"2022-11-28T22:56:28","slug":"validate-document-plugin","status":"publish","type":"docs","link":"https:\/\/ephesoft.com\/docs\/products\/transact\/features-and-functions\/administrator\/moduleplugin-configuration\/validate-document\/validate-document-plugin\/","title":{"rendered":"Validate Document Plugin"},"content":{"rendered":"<p><strong>Applies to: <\/strong>on-premises, cloud<\/p>\n<p>This document describes how to configure the Validate Document plugin in Ephesoft Transact. These steps are intended for Transact administrators.<\/p>\n<p>For information on the <strong>Validation <\/strong>screen for operators, refer to Reviewing and Validating Documents.<\/p>\n<h1><a id=\"post-51801-_8qzkn4ysozpo\"><\/a>Overview<\/h1>\n<p>When a batch reaches the READY_FOR_VALIDATION state in Transact, it needs to be manually validated by an operator. Manual validation is performed on the <strong>Validation <\/strong>screen.<\/p>\n<p>The Validate Document plugin controls various aspects of the <strong>Validation <\/strong>screen for operators, such as integration of external applications and the use of fuzzy search.<\/p>\n<h1><a id=\"post-51801-_1fob9te\"><\/a>Prerequisites<\/h1>\n<p>To configure and use the VALIDATE_DOCUMENT plugin, the following configurations must be in place:<\/p>\n<ul>\n<li>You will need a batch class with a document type configured. For detailed steps, refer to <a href=\"https:\/\/ephesoft.com\/docs\/features-and-functions\/administrator\/batch-class-management\/add-new-document\/\">Add New Document Type<\/a>.<\/li>\n<li>Your document type should have at least one index field. For detailed steps, refer to <a href=\"https:\/\/ephesoft.com\/docs\/products\/transact\/features-and-functions\/administrator\/batch-class-management\/index-fields-4050\/add-new-index-field\/\">Add New Index Field<\/a>.<\/li>\n<\/ul>\n<p><strong>Note: <\/strong>The VALIDATE_DOCUMENT plugin is included in the <strong>Validate Document <\/strong>module by default.<\/p>\n<h1><a id=\"post-51801-_3znysh7\"><\/a>Configure the Validate Document Plugin<\/h1>\n<p>This section provides information on how to configure the Validate Document plugin. This plugin only needs to be configured once per batch class.<\/p>\n<p>To navigate to the plugin:<\/p>\n<ol>\n<li>From the <strong>Batch Class Management <\/strong>page, select and open your batch class.<\/li>\n<li>Go to <strong>Modules <\/strong>&gt; <strong>Validate Document <\/strong>&gt; <strong>VALIDATE_DOCUMENT<\/strong>.<\/li>\n<\/ol>\n<p><img decoding=\"async\" width=\"811\" height=\"701\" class=\"wp-image-51802\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51801-1.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51801-1.png 811w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51801-1-300x259.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51801-1-768x664.png 768w\" sizes=\"(max-width: 811px) 100vw, 811px\" \/><\/p>\n<p><em>Figure 1. Validate Document Plugin<\/em><\/p>\n<ol start=\"3\">\n<li>Configure the plugin according to your workflow needs. Refer to the following table for more information on configurable properties.<\/li>\n<\/ol>\n<table>\n<tbody>\n<tr style=\"color: #ffffff;background-color: #1f3864\">\n<td><strong>Configurable Property<\/strong><\/td>\n<td><strong>Options<\/strong><\/td>\n<td><strong>Description<\/strong><\/td>\n<\/tr>\n<tr valign=\"top\" bgcolor=\"#d9e2f3\">\n<td>Field Value Change Script Switch<\/td>\n<td>\n<ul>\n<li>ON<\/li>\n<li>OFF (default)<\/li>\n<\/ul>\n<\/td>\n<td>When set to ON, this switch causes the <strong>ScriptFieldValueChange.java <\/strong>script to run each time field values are changed.<\/p>\n<p>Refer to the <a href=\"https:\/\/ephesoft.com\/docs\/products\/transact\/developers\/scripting-guide\/scripting-guide\/#scriptfieldvaluechange-java\">Scripting Guide<\/a> for details.<\/td>\n<\/tr>\n<tr valign=\"top\">\n<td>Fuzzy Search Switch<\/td>\n<td>\n<ul>\n<li>ON (default)<\/li>\n<li>OFF<\/li>\n<\/ul>\n<\/td>\n<td>When set to ON, this switch enables fuzzy search.<\/p>\n<p>Refer to <a href=\"https:\/\/ephesoft.com\/docs\/products\/transact\/features-and-functions\/administrator\/moduleplugin-configuration\/extraction-module\/fuzzy-search-improvement\/\">Fuzzy Search<\/a> for details.<\/td>\n<\/tr>\n<tr valign=\"top\" bgcolor=\"#d9e2f3\">\n<td>Suggestion box Switch<\/td>\n<td>\n<ul>\n<li>ON<\/li>\n<li>OFF (default)<\/li>\n<\/ul>\n<\/td>\n<td>When set to ON, this switch enables a suggestion dropdown with alternate values for extracted fields.<\/p>\n<p><img decoding=\"async\" width=\"408\" height=\"157\" class=\"wp-image-51803\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51801-2.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51801-2.png 408w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51801-2-300x115.png 300w\" sizes=\"(max-width: 408px) 100vw, 408px\" \/><\/td>\n<\/tr>\n<tr valign=\"top\">\n<td>External Application Switch<\/td>\n<td>\n<ul>\n<li>ON<\/li>\n<li>OFF (default)<\/li>\n<\/ul>\n<\/td>\n<td>When set to ON, this switch enables launching external applications from the <strong>Validation<\/strong> screen.<\/p>\n<p>Refer to <a href=\"https:\/\/ephesoft.com\/docs\/products\/transact\/developers\/external-applications\/\">External Applications<\/a> for details.<\/td>\n<\/tr>\n<tr valign=\"top\" bgcolor=\"#d9e2f3\">\n<td>Fuzzy Pop Up X Dimension<\/td>\n<td>N\/A<\/td>\n<td>This property specifies the width of the <strong>Fuzzy Search<\/strong> dialog box in pixels.<\/td>\n<\/tr>\n<tr valign=\"top\">\n<td>Fuzzy Pop Up Y Dimension<\/td>\n<td>N\/A<\/td>\n<td>This property specifies the height of the <strong>Fuzzy Search <\/strong>dialog box in pixels.<\/td>\n<\/tr>\n<tr valign=\"top\" bgcolor=\"#d9e2f3\">\n<td rowspan=\"2\">Validation Script Switch<\/td>\n<td>Options for Transact version 2022.1.01 and newer:<\/p>\n<ul>\n<li>ON &#8211; Trigger at Field Validation<\/li>\n<li>ON &#8211; Trigger when Document Validation Completes<\/li>\n<li>ON &#8211; Trigger when Batch Instance Validation Completes<\/li>\n<li>OFF (default)<\/li>\n<\/ul>\n<\/td>\n<td>This property specifies when ScriptValidation.java is run. These options determine when and how often the script is run.<\/p>\n<ul>\n<li>ON &#8211; Trigger at Field Validation: Launches the script each time a field is validated.<\/li>\n<li>ON &#8211; Trigger when Document Validation Completes: Launches the script once at the final validation of each document in the batch instance.<\/li>\n<li>ON &#8211; Trigger when Batch Instance Validation Completes: Launches the script once at the final validation of the entire batch instance.<\/li>\n<li>OFF (default): Does not launch the script.<\/li>\n<\/ul>\n<p>Note the following:<\/p>\n<ul>\n<li>If upgrading from a version prior to Transact 2022.1.01, all batch classes that had this option set to ON are changed to ON &#8211; Trigger at Field Validation.<\/li>\n<li>For information about the validation script, see the <a href=\"https:\/\/ephesoft.com\/docs\/products\/transact\/developers\/scripting-guide\/scripting-guide\/#scriptfieldvaluechange-java\">Scripting Guide<\/a>.<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr valign=\"top\" bgcolor=\"#d9e2f3\">\n<td>Options prior to Transact version 2022.1.00.001:<\/p>\n<ul>\n<li>ON<\/li>\n<li>OFF<\/li>\n<\/ul>\n<\/td>\n<td>When set to ON, this switch causes ScriptValidation.java script to run whenever a batch is saved during Validation.<\/td>\n<\/tr>\n<tr valign=\"top\">\n<td>External Application X Dimension<\/td>\n<td>N\/A<\/td>\n<td>This property specifies the width of the external application dialog box in pixels.<\/td>\n<\/tr>\n<tr valign=\"top\" bgcolor=\"#d9e2f3\">\n<td>External Application Y Dimension<\/td>\n<td>N\/A<\/td>\n<td>This property specifies the height of the external application dialog box in pixels.<\/td>\n<\/tr>\n<tr valign=\"top\">\n<td>URL1 (Ctrl+4)<\/p>\n<p>URL2 (Ctrl+7)<\/p>\n<p>URL3 (Ctrl+8)<\/p>\n<p>URL4 (Ctrl+9)<\/td>\n<td>N\/A<\/td>\n<td>These properties specify the URLs for each external application.<\/p>\n<p>Refer to <a href=\"https:\/\/ephesoft.com\/docs\/products\/transact\/developers\/external-applications\/\">External Applications<\/a> for details.<\/td>\n<\/tr>\n<tr valign=\"top\" bgcolor=\"#d9e2f3\">\n<td>URL1 Title<\/p>\n<p>URL2 Title<\/p>\n<p>URL3 Title<\/p>\n<p>URL4 Title<\/td>\n<td>N\/A<\/td>\n<td>These properties specify the title for each external application. This title will display as the dialog box name when calling the external application.<\/p>\n<p>Refer to <a href=\"https:\/\/ephesoft.com\/docs\/products\/transact\/developers\/external-applications\/\">External Applications<\/a> for details.<\/td>\n<\/tr>\n<tr valign=\"top\">\n<td>Index Field Value Separator<\/td>\n<td>N\/A<\/td>\n<td>This property specifies the string that should be used to separate values added when the operator holds <strong>Ctrl <\/strong>while selecting values on the preview image during Validation.<\/p>\n<p>For example:<\/p>\n<table>\n<tbody>\n<tr bgcolor=\"#d9e2f3\">\n<td>Originally extracted value<\/td>\n<td>ABC<\/td>\n<\/tr>\n<tr valign=\"top\">\n<td>Index Field Value Separator<\/td>\n<td>|<\/td>\n<\/tr>\n<tr valign=\"top\" bgcolor=\"#d9e2f3\">\n<td>Added value<\/td>\n<td>XYZ<\/td>\n<\/tr>\n<tr valign=\"top\">\n<td><strong>Final value<\/strong><\/td>\n<td><strong>ABC|XYZ<\/strong><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>Note: <\/strong>The separator will only be added when holding <strong>Ctrl <\/strong>while clicking. Clicking on a value without holding <strong>Ctrl <\/strong>will replace the originally extracted content.<\/td>\n<\/tr>\n<tr bgcolor=\"#d9e2f3\">\n<td>Insert Table Row Script Switch<\/td>\n<td>\n<ul>\n<li>ON<\/li>\n<li>OFF (default)<\/li>\n<\/ul>\n<\/td>\n<td>When set to ON, this switch causes the <a href=\"https:\/\/ephesoft.com\/docs\/products\/transact\/developers\/scripting-guide\/scripting-guide\/#scriptaddnewtable-java\"><strong>ScriptNewTableRowInsert.java<\/strong><\/a> script to run when an operator adds a new row Table Validation.<\/td>\n<\/tr>\n<tr>\n<td>Sticky Index Field Switch<\/td>\n<td>\n<ul>\n<li>ON<\/li>\n<li>OFF (default)<\/li>\n<\/ul>\n<\/td>\n<td>When set to ON, this switch causes common index fields to retain their values when a document type is changed during Validation.<\/td>\n<\/tr>\n<tr bgcolor=\"#d9e2f3\">\n<td>Table Extraction Suggestion Box Switch<\/td>\n<td>\n<ul>\n<li>ON (default)<\/li>\n<li>OFF<\/li>\n<\/ul>\n<\/td>\n<td>When set to ON, this switch enables a suggestion dropdown with alternate values for extracted table fields.<\/td>\n<\/tr>\n<tr valign=\"top\">\n<td>Document Display Property<\/td>\n<td>\n<ul>\n<li>Document_Type_Name (default)<\/li>\n<li>Document_Type_Desc<\/li>\n<\/ul>\n<\/td>\n<td>This property determines how the <strong>Document Type<\/strong> options will be displayed on the <strong>Validation<\/strong> screen.<\/p>\n<ul>\n<li>Document_Type_Name: Shows the document type name.<\/li>\n<li>Document_Type_Desc: Shows the document type description.<\/li>\n<\/ul>\n<p><img decoding=\"async\" width=\"393\" height=\"153\" class=\"wp-image-51804\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51801-3.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51801-3.png 393w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51801-3-300x117.png 300w\" sizes=\"(max-width: 393px) 100vw, 393px\" \/><\/td>\n<\/tr>\n<tr valign=\"top\" bgcolor=\"#d9e2f3\">\n<td>Validate Suspend Batch Switch<\/td>\n<td>\n<ul>\n<li>ON<\/li>\n<li>OFF (default)<\/li>\n<\/ul>\n<\/td>\n<td>When set to ON, this switch enables you to suspend a batch during Validation.<\/p>\n<p>Refer to <a href=\"https:\/\/ephesoft.com\/docs\/products\/transact\/install-and-upgrade\/4-1-0-0\/productivity-suspended-status-batch-management\/\">Suspend Batch<\/a> for details.<\/td>\n<\/tr>\n<tr valign=\"top\">\n<td>Table Cell Value Change Script Switch<\/td>\n<td>\n<ul>\n<li>ON<\/li>\n<li>OFF (default)<\/li>\n<\/ul>\n<\/td>\n<td>When set to ON, this switch causes the <strong>ScriptTableCellValueChange.java <\/strong>script to run when an extracted table field is changed during Validation.<\/p>\n<p>Refer to <a href=\"https:\/\/ephesoft.com\/docs\/products\/transact\/developers\/scripting-guide\/trigger-field-value-change-script\/\">Trigger Field Value Change Script for Table Data Fields<\/a> for details.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<ol start=\"4\">\n<li>When you are satisfied, click <strong>Apply<\/strong>.<\/li>\n<\/ol>\n<h1><a id=\"post-51801-_2et92p0\"><\/a>Dependency<\/h1>\n<p>The VALIDATE_DOCUMENT plugin has a dependency on the following plugins:<\/p>\n<ul>\n<li>CREATE_DISPLAY_IMAGE: This plugin is part of the <strong>Page Process <\/strong>module, and is responsible for creating the preview images during Review and Validation.<\/li>\n<li>IMPORT_BATCH_FOLDER: This plugin is part of the <strong>Folder Import <\/strong>module, and is responsible for creating the BI folder and copying the single page tiff files into it.<\/li>\n<\/ul>\n<p><strong>Note: <\/strong>The VALIDATE_DOCUMENT plugin is marked as dependent on the CLOUD_HYPEREXTENDER plugin. This message appears in error. The Cloud HyperExtender plugin is not a dependency for any other plugins. Unless you plan to use the Cloud HyperExtender, click <strong>No<\/strong> when you see this message. This is a <a href=\"https:\/\/ephesoft.com\/docs\/known-issue-che-plugin-incorrectly-marked-as-dependent\/\">known issue<\/a>.<\/p>\n<h1><a id=\"post-51801-_s8ejkt17k7df\"><\/a>Conclusion<\/h1>\n<p>This completes an overview of how to configure the Validate Document plugin in Ephesoft Transact.<\/p>\n","protected":false},"featured_media":0,"parent":31878,"menu_order":0,"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>Validate Document Plugin | 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=\"Validate Document Plugin\" \/>\n<meta property=\"og:description\" content=\"Applies to: on-premises, cloud This document describes how to configure the Validate Document plugin in Ephesoft Transact. 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