{"id":50919,"date":"2022-05-02T13:17:53","date_gmt":"2022-05-02T20:17:53","guid":{"rendered":"https:\/\/ephesoft.com\/docs\/?post_type=docs&#038;p=50919"},"modified":"2022-11-28T15:11:46","modified_gmt":"2022-11-28T22:11:46","slug":"document-design-accelerator","status":"publish","type":"docs","link":"https:\/\/ephesoft.com\/docs\/products\/transact\/features-and-functions\/semantik-ai-engine\/document-design-accelerator\/","title":{"rendered":"Document Design Accelerator"},"content":{"rendered":"<h1>Introduction<\/h1>\n<p><strong>Applies to: <\/strong>Transact Version 2022.1.00 or newer. Table support applies to Transact versions 2022.1.01 or newer.<\/p>\n<p><strong>Availability:<\/strong> Windows and Linux on-premise or cloud.<\/p>\n<p>This article describes how to use the Document Design Accelerator in Ephesoft Transact. The Document Design Accelerator feature is a batch class design tool that uses the Semantik Artificial Intelligence (AI) Engine to simplify the following when creating new document types:<\/p>\n<ul>\n<li>Key-value extraction rules<\/li>\n<li>Table extraction rules<\/li>\n<\/ul>\n<p>This feature supports all languages that are supported by Transact. For a list, see <a href=\"https:\/\/ephesoft.com\/docs\/products\/transact\/getting-started\/global-languages\/\">Supported Languages<\/a>.<\/p>\n<h2><a id=\"post-51788-_lavosiiib3yb\"><\/a>Use Cases<\/h2>\n<p>The Document Design Accelerator is useful when you need to quickly configure a doctype including its Key-Value and Table attributes with their rules.<\/p>\n<h2><a id=\"post-51788-_pj7f4vanadzd\"><\/a>Licensing<\/h2>\n<p>Document Design Accelerator is included as part of the standard Transact license. There are no additional fees or licensing requirements.<\/p>\n<h2><a id=\"post-51788-_xrza23s3qmli\"><\/a>Functional Limitations<\/h2>\n<ul>\n<li>Ephesoft recommends limiting the number of document types per batch class to fifty or fewer. If a larger number of document variants is expected, the best practice is to merge the rules for the variants into fewer document types.<\/li>\n<li>Computer vision is used to identify Key-Value pairs and is language agnostic. The Semantik AI engine is trained primarily with invoice-type documents and mixed results may occur with other document types. Best results are obtained when Key-Value pairs are in close proximity to one another.<\/li>\n<li>For Transact versions prior to 2022.1.01, Document Design Accelerator does not work with encrypted batch classes in Linux.<\/li>\n<li>Review table extraction rules to make sure they meet your requirements and refine them as needed. A couple of items to watch for:\n<ul>\n<li>Simple tables are supported. Complex tables (those that include, but are not limited to, attributes such as multi-row headers and nested tables) may yield unexpected results.<\/li>\n<li>Tables may be falsely detected or not at all detected because of the nature of machine-learning models.<\/li>\n<li>Tables that span multiple pages of a document are considered to be separate tables.<\/li>\n<li>There are no options to exclude columns or to select specific tables when using Semantik AI Engine.<\/li>\n<\/ul>\n<\/li>\n<li>Semantik AI Engine identifies tables by searching for visual elements such as headers, rows or visible\/invisible boundaries, and other table-like structures.<\/li>\n<li>Document Design Accelerator does not support Table Extraction in Transact 2022.1.00.<\/li>\n<li>Table extraction results from Document Design Accelerator and Universal Document Automation may not match. Document Design Accelerator aids in the creation of conventional table extraction rules. Universal Document Automation uses the extraction results from the Semantik AI Engine.<\/li>\n<\/ul>\n<h1><a id=\"post-51788-_8s3kekwtpon\"><\/a>Prerequisites<\/h1>\n<p>To use the Document Design Accelerator:<\/p>\n<ul>\n<li>Install Transact version 2022.1.00 or newer. For table extraction, install Transact 2022.1.01 or later.<\/li>\n<li>Download and install the <a href=\"https:\/\/ephesoft.com\/docs\/products\/transact\/features-and-functions\/semantik-ai-engine\/\">Semantik AI Engine<\/a>.<\/li>\n<\/ul>\n<h1><a id=\"post-51788-_voflr1mjn419\"><\/a>Use the Document Design Accelerator<\/h1>\n<p>This guide assumes you have already created a batch class and that you have set up a training document.<\/p>\n<p>Here\u2019s an overview of how to use the Document Design Accelerator:<\/p>\n<ol>\n<li>Create a new document type in your batch class.<\/li>\n<li>Train the learn file for classification.<\/li>\n<li>Test the extraction.<\/li>\n<li>If needed, adjust the extraction rules.<\/li>\n<\/ol>\n<h2><a id=\"post-51788-_tgtx89z1vhue\"><\/a>Note on the Training Documents<\/h2>\n<ul>\n<li>In Step 1, your sample document must be a <strong>populated form<\/strong>.<\/li>\n<li>In Step 2, your learn file must be a <strong>blank (unpopulated) form<\/strong>.<\/li>\n<\/ul>\n<p>You can use the same training document for the sample document and the learn file, but they must be configured differently for the document type and classification steps.<\/p>\n<h2><a id=\"post-51788-_hpnpxvh7uyi9\"><\/a>Step 1: Create a Document Type with Document Design Accelerator<\/h2>\n<ol>\n<li>From the <strong>Batch Class Management <\/strong>screen, select your batch class and click <strong>Open<\/strong>.<\/li>\n<li>Drag and drop the sample document into the <strong>Create Document Type from Sample <\/strong>panel.<\/li>\n<\/ol>\n<p><strong>Warning:<\/strong> The sample document must be a populated form. The Document Design Accelerator will not create rules effectively if the user-entry\/dynamic fields on the sample document have not been populated. Do not use the Document Design Accelerator with blank forms.<\/p>\n<p><img decoding=\"async\" width=\"1920\" height=\"933\" class=\"wp-image-51789\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51788-1.jpeg\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51788-1.jpeg 1920w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51788-1-300x146.jpeg 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51788-1-1024x498.jpeg 1024w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51788-1-768x373.jpeg 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51788-1-1536x746.jpeg 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p><em>Figure 1: Select and upload files in the Create Document Type From Sample panel.<\/em><\/p>\n<ol start=\"3\">\n<li>Complete the <strong>Document Type Details <\/strong>window as follows.<\/li>\n<\/ol>\n<p><img decoding=\"async\" width=\"871\" height=\"532\" class=\"wp-image-51790\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51788-2.jpeg\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51788-2.jpeg 871w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51788-2-300x183.jpeg 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51788-2-768x469.jpeg 768w\" sizes=\"(max-width: 871px) 100vw, 871px\" \/><\/p>\n<p><em>Figure 2. Document Type Details Window (Transact version 2022.1.01 Shown)<\/em><\/p>\n<ol type=\"a\">\n<li style=\"list-style-type: none\">\n<ol type=\"a\">\n<li>Enter the <strong>Name<\/strong> and <strong>Description<\/strong> of the new document type.<strong>Note:<\/strong> The document type name cannot be changed after it has been created.<\/li>\n<li>For Transact 2022.1.01 or newer, select what you want to detect with Semantik AI:\n<ul>\n<li>Key-Value Pairs<\/li>\n<li>Tables<\/li>\n<\/ul>\n<\/li>\n<li><a id=\"post-51788-ulfobifakbhh\"><\/a> Click <strong>OK<\/strong>. The new document type is added along with other Key-Value and Table attributes that Semantik AI has identified.<img decoding=\"async\" width=\"2048\" height=\"963\" class=\"wp-image-51791\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51788-3.jpeg\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51788-3.jpeg 2048w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51788-3-300x141.jpeg 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51788-3-1024x482.jpeg 1024w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51788-3-768x361.jpeg 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51788-3-1536x722.jpeg 1536w\" sizes=\"(max-width: 2048px) 100vw, 2048px\" \/><em>Figure 3: New document type with index fields, tables, and extraction rules created by Document Design Accelerator.<\/em><\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<p>Using the Semantik AI Engine, Transact will automatically create a new document type with index fields, tables, and extraction rules based on the data that was supplied in the sample.<\/p>\n<p>For each Key-Value pair identified by the Semantik AI Engine, a new index field will be created, named after the key that was detected. If several identically named keys are detected, a unique index field name will be created for each one by appending a <em>1<\/em>, <em>2<\/em>, <em>3<\/em>, etc. to the detected key name.<\/p>\n<p>Each index field\u2019s data type, field type, and regular expression pattern will be populated based on the values detected by the Semantik AI Engine in the sample document.<\/p>\n<p>For each table identified by the Semantik AI Engine, a table entry, its column headers and extraction rules will be created. The table attributes will be populated based on the values detected by the Semantik AI Engine. Review table extraction rules to make sure they meet your requirements and refine them as needed.<\/p>\n<h2><a id=\"post-51788-_wy0zrjk9dbm7\"><\/a>Step 2: Train the Document for Classification<\/h2>\n<ol>\n<li>Select the document type you created in Step 1.<\/li>\n<li>Train the document for classification using the method appropriate for your document content and use case. For more information, see <a href=\"https:\/\/ephesoft.com\/docs\/products\/transact\/features-and-functions\/administrator\/batch-class-management\/test-classification-4060\/\">Test Classification<\/a>. In this tutorial, we use the <strong>Search Classification<\/strong> method.<\/li>\n<\/ol>\n<p><strong>Important:<\/strong> The classification learn file should be a blank (unpopulated) form, unlike the populated form used in the previous step.<\/p>\n<h2><a id=\"post-51788-_lzyr2zhoej2i\"><\/a>Step 3: Test Extraction<\/h2>\n<ol>\n<li>From the<strong> Batch Class Management<\/strong> screen, drag and drop your document into the <strong>Upload Test Extraction File(s)<\/strong> panel.<br \/>\n<strong>Note:<\/strong> We recommend using a document different from the training document but from the same company or document issuer.<\/li>\n<li>Click <strong>Test Extraction<\/strong>.<br \/>\n<img decoding=\"async\" width=\"1105\" height=\"168\" class=\"wp-image-51792\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51788-4.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51788-4.png 1105w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51788-4-300x46.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51788-4-1024x156.png 1024w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51788-4-768x117.png 768w\" sizes=\"(max-width: 1105px) 100vw, 1105px\" \/><br \/>\n<em>Figure 4. Test Extraction.<\/em><\/li>\n<li>Click <strong>Extract<\/strong>.<br \/>\n<img decoding=\"async\" width=\"545\" height=\"174\" class=\"wp-image-51793\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51788-5.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51788-5.png 545w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51788-5-300x96.png 300w\" sizes=\"(max-width: 545px) 100vw, 545px\" \/><br \/>\n<em>Figure 5: Extract.<\/em><\/li>\n<li>Verify the extraction results from the index fields and extraction rules created by the Semantik AI Engine.<br \/>\n<img decoding=\"async\" width=\"2048\" height=\"963\" class=\"wp-image-51794\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51788-6.jpeg\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51788-6.jpeg 2048w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51788-6-300x141.jpeg 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51788-6-1024x482.jpeg 1024w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51788-6-768x361.jpeg 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51788-6-1536x722.jpeg 1536w\" sizes=\"(max-width: 2048px) 100vw, 2048px\" \/><br \/>\n<em>Figure 6. Verify the extraction results. <\/em><\/li>\n<li>Verify the table extraction results with your refinements.<br \/>\n<img decoding=\"async\" width=\"2048\" height=\"963\" class=\"wp-image-51795\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51788-7.jpeg\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51788-7.jpeg 2048w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51788-7-300x141.jpeg 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51788-7-1024x482.jpeg 1024w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51788-7-768x361.jpeg 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51788-7-1536x722.jpeg 1536w\" sizes=\"(max-width: 2048px) 100vw, 2048px\" \/><em>Figure 7. Verify table extraction results.<\/em><\/li>\n<li>Click <strong>Close<\/strong>.<\/li>\n<\/ol>\n<h2><a id=\"post-51788-_rwoogjixplob\"><\/a>Step 4 (Optional): Adjust Extraction Rules if Needed<\/h2>\n<p>While the Document Design Accelerator produces accurate results automatically, you may need to make iterative adjustments and click <strong>Test Extraction<\/strong> again. To fine-tune extraction rules, use the standard Transact extraction rule edit tools. For help, see <a href=\"https:\/\/ephesoft.com\/docs\/products\/transact\/features-and-functions\/administrator\/moduleplugin-configuration\/extraction-module\/key-value-extraction\/#create-extraction-rule\">Create Extraction Rule (Key-Value Extraction Plugin)<\/a> and <a href=\"https:\/\/ephesoft.com\/docs\/products\/transact\/features-and-functions\/administrator\/batch-class-management\/table-extraction\/configuring-table-extraction\/#configure-table-extraction-rules\">Configure Table Extraction Rules<\/a>.<\/p>\n<h1><a id=\"post-51788-_3g6p608967d4\"><\/a>How to Hide or Display the Create Document Type from Sample (Document Design Accelerator) Panel<\/h1>\n<p>This section describes how to hide or display the <strong>Create Document Type from Sample<\/strong> panel under Upload File(s). <strong>Note:<\/strong> You must be a Transact system administrator.<\/p>\n<h2><a id=\"post-51788-_kt5ptmnq4zyv\"><\/a>Hide the Panel<\/h2>\n<p><img decoding=\"async\" width=\"1918\" height=\"850\" class=\"wp-image-51796\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51788-8.png\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51788-8.png 1918w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51788-8-300x133.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51788-8-1024x454.png 1024w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51788-8-768x340.png 768w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2022\/11\/word-image-51788-8-1536x681.png 1536w\" sizes=\"(max-width: 1918px) 100vw, 1918px\" \/><\/p>\n<p><em>Figure 8: <\/em>Create Document Type from Sample <em>upload panel.<\/em><\/p>\n<ol>\n<li>Navigate to the <strong>&lt;Ephesoft_Directory&gt;\\Application\\WEB-INF\\classes\\META-INF<\/strong> folder.<\/li>\n<li>Open the <strong>application.properties <\/strong>file in your preferred text editor.<\/li>\n<li>Locate the following property:\n<pre>display_key_value_accelerator_sample_panel = yes<\/pre>\n<\/li>\n<li>Change the attribute from yes to no.<\/li>\n<li>Save the file.<\/li>\n<li>Restart Transact.<\/li>\n<\/ol>\n<h2><a id=\"post-51788-_ap5y0wpcw04n\"><\/a>Re-display the Panel<\/h2>\n<p>To display the panel again:<\/p>\n<ol>\n<li>Complete steps 1-3 in <a href=\"#post-51788-_kt5ptmnq4zyv\">Hide the Panel<\/a>.<\/li>\n<li>Change the property attribute from no to yes.<\/li>\n<li>Save the file.<\/li>\n<li>Restart Transact.<\/li>\n<\/ol>\n<h1><a id=\"post-51788-_iotg9y7vbye3\"><\/a>Troubleshooting<\/h1>\n<p>Refer to the issues below for assistance in troubleshooting the Document Design Accelerator. For issues related to the Semantik AI Engine, see <a href=\"https:\/\/ephesoft.com\/docs\/products\/transact\/features-and-functions\/semantik-ai-engine\/\">Troubleshooting (Semantik AI Engine<\/a>).<\/p>\n<table>\n<tbody>\n<tr style=\"color: #ffffff;background-color: #1f3864\">\n<td>Issue<\/td>\n<td>Possible Root Cause<\/td>\n<td>Solution<\/td>\n<\/tr>\n<tr valign=\"top\" bgcolor=\"#d9e2f3\">\n<td>An error occurs when dragging a file into the Create Document Type from Sample panel.<\/td>\n<td>Semantik AI Engine isn\u2019t installed and running.<\/td>\n<td>Contact your Ephsoft administrator to install and\/or start the Semantik AI Engine service.<\/td>\n<\/tr>\n<tr valign=\"top\">\n<td>The Create Document from Sample panel is not visible.<\/td>\n<td>Your Transact instance is running a version prior to 2022.1.00.<\/p>\n<p><strong><em>or<\/em><\/strong><\/p>\n<p>Transact 2022.1.00 or later is running, however the <strong>display_key_value_accelerator_sample_panel <\/strong>property has not been enabled and Transact has not been restarted.<\/td>\n<td>Contact your Ephesoft administrator and ask them to follow <a href=\"#post-51788-_3g6p608967d4\">Hide or Display the \u201cCreate Document Type from Sample\u201d Panel<\/a>.<\/td>\n<\/tr>\n<tr valign=\"top\" bgcolor=\"#d9e2f3\">\n<td>Document Design Accelerator returns few or no index fields.<\/td>\n<td>An unpopulated form was dragged into the <strong>Create New Document Type From Sample<\/strong> panel.<\/td>\n<td>Confirm that the sample used in <strong>Create a Document Type from Sample<\/strong> is a populated form. The Document Design Accelerator will not create index fields or extraction rules unless it detects <em>both <\/em>a key and a value pair.<\/p>\n<p>Blank forms are likely to contain only keys and will not result in the automatic creation of index fields and extraction rules.<\/td>\n<\/tr>\n<tr valign=\"top\">\n<td>Documents of the document type created using the Document Design Accelerator are not being classified correctly.<\/td>\n<td>The document type was not trained for classification.<\/td>\n<td>Train the document for classification.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n","protected":false},"featured_media":0,"parent":50931,"menu_order":1,"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>Document Design Accelerator | 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=\"Document Design Accelerator\" \/>\n<meta property=\"og:description\" content=\"Introduction Applies to: Transact Version 2022.1.00 or newer. 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