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TRAINING | EPHESOFT
Canon U.S.A., Inc., is a leading provider of consumer, business-to-business, and industrial digital imaging solutions. Its parent company, Canon Inc. (NYSE:CAJ), a top patent holder of technology, ranked fourth overall in the U.S. in 2010†, with global revenues of more than US $45 billion and is listed as number five in the computer industry on Fortune Magazine’s World’s Most Admired HOME | EPHESOFT DOCS Turning Unstructured Content into Actionable Data. Search for: Help byProduct
EPHESOFT GLOBAL PARTNER PROGRAM Ephesoft’s Global Partner Program offers best-in-class technology solutions, support enablement, localized sales, marketing support and more. Our partners are an integral part of Ephesoft and our partner team is here to help your business, brand and ensure your IMPORTING AND EXPORTING BATCH CLASSES Exporting a batch class efficiently transfers rules, configurations, and learned files from one environment to another. Exported batch class data includes: Follow the steps below to export a batch class. Go to the Batch Class Management screen. Select a batch class. Click Export. An Export Batch Class dialog box displays. HOW TO ELEVATE TO ADMIN WITHOUT PROMPTING Under the Security Options, select the following policy User Account Control: Behavior of the elevation prompt for Administrators in Admin Approval Mode. Right-click and select Properties. Click on the drop-down menu and select Elevate without Prompting. Click Ok. CREATE FIXED-FORM PROJECTS WITH RECOSTAR DESIGN STUDIO Ephesoft Transact supports fixed-form extraction to capture handprint, constrained text, checkboxes, and signature detection. This page explains how to use RecoStar Design Studio to create a fixed-form project to be used in conjunction with an Ephesoft Transact batch class and document type.INDEX FIELDS
An Index Field can be assigned to any user-defined category, will be displayed in the combo-box. All the Index Fields belonging to the same category will be displayed under the same tab on the Validation screen. Any Index Field that does not have any category will be assigned by default “Group 1”. Below specified screenshot displaysthe
KNOWN ISSUES
2021 Ephesoft Docs. All rights reserved. Privacy Preference Center.Privacy Preferences
CONFIGURATION IN SHAREPOINT 4. By clicking on new, Connection Details tab becomes visible. Give a name to the Connection, enter the SharePoint Site URL, Credentials (username/password) and click on Connect button to connect to the SharePoint Server. You can configure connection both in online as wellas offline mode.
INTELLIGENT DOCUMENT PROCESSING FOR ENTERPRISE Seamlessly connect Ephesoft’s intelligent document processing platform to your ERP, RPA, BPM, ECM and other systems with out-of-the-box integrations and a full suite of Web Service APIs. “ Productivity has increased because we don’t have to track down invoices and open file cabinets.TRAINING | EPHESOFT
Canon U.S.A., Inc., is a leading provider of consumer, business-to-business, and industrial digital imaging solutions. Its parent company, Canon Inc. (NYSE:CAJ), a top patent holder of technology, ranked fourth overall in the U.S. in 2010†, with global revenues of more than US $45 billion and is listed as number five in the computer industry on Fortune Magazine’s World’s Most Admired HOME | EPHESOFT DOCS Turning Unstructured Content into Actionable Data. Search for: Help byProduct
EPHESOFT GLOBAL PARTNER PROGRAM Ephesoft’s Global Partner Program offers best-in-class technology solutions, support enablement, localized sales, marketing support and more. Our partners are an integral part of Ephesoft and our partner team is here to help your business, brand and ensure your IMPORTING AND EXPORTING BATCH CLASSES Exporting a batch class efficiently transfers rules, configurations, and learned files from one environment to another. Exported batch class data includes: Follow the steps below to export a batch class. Go to the Batch Class Management screen. Select a batch class. Click Export. An Export Batch Class dialog box displays. HOW TO ELEVATE TO ADMIN WITHOUT PROMPTING Under the Security Options, select the following policy User Account Control: Behavior of the elevation prompt for Administrators in Admin Approval Mode. Right-click and select Properties. Click on the drop-down menu and select Elevate without Prompting. Click Ok. CREATE FIXED-FORM PROJECTS WITH RECOSTAR DESIGN STUDIO Ephesoft Transact supports fixed-form extraction to capture handprint, constrained text, checkboxes, and signature detection. This page explains how to use RecoStar Design Studio to create a fixed-form project to be used in conjunction with an Ephesoft Transact batch class and document type.INDEX FIELDS
An Index Field can be assigned to any user-defined category, will be displayed in the combo-box. All the Index Fields belonging to the same category will be displayed under the same tab on the Validation screen. Any Index Field that does not have any category will be assigned by default “Group 1”. Below specified screenshot displaysthe
KNOWN ISSUES
2021 Ephesoft Docs. All rights reserved. Privacy Preference Center.Privacy Preferences
CONFIGURATION IN SHAREPOINT 4. By clicking on new, Connection Details tab becomes visible. Give a name to the Connection, enter the SharePoint Site URL, Credentials (username/password) and click on Connect button to connect to the SharePoint Server. You can configure connection both in online as wellas offline mode.
EPHESOFT GLOBAL PARTNER PROGRAM Ephesoft’s Global Partner Program offers best-in-class technology solutions, support enablement, localized sales, marketing support and more. Our partners are an integral part of Ephesoft and our partner team is here to help your business, brand and ensure yourCUSTOMER SUPPORT
2 business hours. Phone. Email. Silver Support. If your system is in normal 9 am to 5 pm production, consider our “Standard” package, which includes email and web access to our highly trained Support Engineers. Response Time – 1 to 3 businesses days. 24/7 Support –N/A.
INFOR: DOCUMENT MANAGEMENT SOFTWARE SOLUTION Built in partnership with Ephesoft, IDM Capture is an add-on product for the Infor Document Management component of Infor OS. Content capture provides an intelligent document onramp for content services from scanners, copiers, folders, email accounts, mobileENHANCED LOGGING
Enhanced logging is now used for ERROR, INFO and DEBUG levels, with DEBUG level providing the most detailed information about the issue. The user can change the logging level in log4j.xml ( /Application) to generate more robust logs according to the requirement. Detailed information according to the selected WEB SCANNER USER GUIDE The Ephesoft Web Scanner scans documents directly into Ephesoft Transact for batch class processing. Follow the below steps to use the Web Scanner. Open the Ephesoft Transact homepage and click Scan New Documents under the Operator menu. Figure 5. Transact Home Page. The following screen displays. COPY BATCH XML PLUGIN To navigate to the plugin: From the Batch Class Management page, select and open your batch class. Go to Modules > Export > COPY_BATCH_XML. Figure 1. Plugin Configuration. Configure the required fields according to your workflow needs. Use the table below as a reference. Configurable Property. Options. DOCUMENT ASSEMBLER PLUGIN This plugin reads all the pages present inside the “Unknown” document type and creates new documents on the basis of page-level fields. The DOCUMENT_ASSEMBLER plugin will review page level field results and use the page_level_index fields to determine the document type, as well as which page is the first page. Ephesoft Transactsupports 7
INDEX FIELDS
An Index Field can be assigned to any user-defined category, will be displayed in the combo-box. All the Index Fields belonging to the same category will be displayed under the same tab on the Validation screen. Any Index Field that does not have any category will be assigned by default “Group 1”. Below specified screenshot displaysthe
CONFIGURATION IN SHAREPOINT 4. By clicking on new, Connection Details tab becomes visible. Give a name to the Connection, enter the SharePoint Site URL, Credentials (username/password) and click on Connect button to connect to the SharePoint Server. You can configure connection both in online as wellas offline mode.
WEB SCANNER
The existing Web Scanner mechanism was not supported by all the browsers and required changes in the methodology. The Advanced Web Scanner Service provides a more secure and improved process of scanning the images. INTELLIGENT DOCUMENT PROCESSING FOR ENTERPRISE Seamlessly connect Ephesoft’s intelligent document processing platform to your ERP, RPA, BPM, ECM and other systems with out-of-the-box integrations and a full suite of Web Service APIs. “ Productivity has increased because we don’t have to track down invoices and open file cabinets.TRAINING | EPHESOFT
Canon U.S.A., Inc., is a leading provider of consumer, business-to-business, and industrial digital imaging solutions. Its parent company, Canon Inc. (NYSE:CAJ), a top patent holder of technology, ranked fourth overall in the U.S. in 2010†, with global revenues of more than US $45 billion and is listed as number five in the computer industry on Fortune Magazine’s World’s Most Admired HOME | EPHESOFT DOCS Turning Unstructured Content into Actionable Data. Search for: Help byProduct
ABOUT US - EPHESOFT
Canon U.S.A., Inc., is a leading provider of consumer, business-to-business, and industrial digital imaging solutions. Its parent company, Canon Inc. (NYSE:CAJ), a top patent holder of technology, ranked fourth overall in the U.S. in 2010†, with global revenues of more than US $45 billion and is listed as number five in the computer industry on Fortune Magazine’s World’s Most Admired EPHESOFT GLOBAL PARTNER PROGRAM Ephesoft’s Global Partner Program offers best-in-class technology solutions, support enablement, localized sales, marketing support and more. Our partners are an integral part of Ephesoft and our partner team is here to help your business, brand and ensure your IMPORTING AND EXPORTING BATCH CLASSES Exporting a batch class efficiently transfers rules, configurations, and learned files from one environment to another. Exported batch class data includes: Follow the steps below to export a batch class. Go to the Batch Class Management screen. Select a batch class. Click Export. An Export Batch Class dialog box displays. HOW TO ELEVATE TO ADMIN WITHOUT PROMPTING Under the Security Options, select the following policy User Account Control: Behavior of the elevation prompt for Administrators in Admin Approval Mode. Right-click and select Properties. Click on the drop-down menu and select Elevate without Prompting. Click Ok. CREATE FIXED-FORM PROJECTS WITH RECOSTAR DESIGN STUDIO Ephesoft Transact supports fixed-form extraction to capture handprint, constrained text, checkboxes, and signature detection. This page explains how to use RecoStar Design Studio to create a fixed-form project to be used in conjunction with an Ephesoft Transact batch class and document type.KNOWN ISSUES
2021 Ephesoft Docs. All rights reserved. Privacy Preference Center.Privacy Preferences
CONFIGURATION IN SHAREPOINT 4. By clicking on new, Connection Details tab becomes visible. Give a name to the Connection, enter the SharePoint Site URL, Credentials (username/password) and click on Connect button to connect to the SharePoint Server. You can configure connection both in online as wellas offline mode.
INTELLIGENT DOCUMENT PROCESSING FOR ENTERPRISE Seamlessly connect Ephesoft’s intelligent document processing platform to your ERP, RPA, BPM, ECM and other systems with out-of-the-box integrations and a full suite of Web Service APIs. “ Productivity has increased because we don’t have to track down invoices and open file cabinets.TRAINING | EPHESOFT
Canon U.S.A., Inc., is a leading provider of consumer, business-to-business, and industrial digital imaging solutions. Its parent company, Canon Inc. (NYSE:CAJ), a top patent holder of technology, ranked fourth overall in the U.S. in 2010†, with global revenues of more than US $45 billion and is listed as number five in the computer industry on Fortune Magazine’s World’s Most Admired HOME | EPHESOFT DOCS Turning Unstructured Content into Actionable Data. Search for: Help byProduct
ABOUT US - EPHESOFT
Canon U.S.A., Inc., is a leading provider of consumer, business-to-business, and industrial digital imaging solutions. Its parent company, Canon Inc. (NYSE:CAJ), a top patent holder of technology, ranked fourth overall in the U.S. in 2010†, with global revenues of more than US $45 billion and is listed as number five in the computer industry on Fortune Magazine’s World’s Most Admired EPHESOFT GLOBAL PARTNER PROGRAM Ephesoft’s Global Partner Program offers best-in-class technology solutions, support enablement, localized sales, marketing support and more. Our partners are an integral part of Ephesoft and our partner team is here to help your business, brand and ensure your IMPORTING AND EXPORTING BATCH CLASSES Exporting a batch class efficiently transfers rules, configurations, and learned files from one environment to another. Exported batch class data includes: Follow the steps below to export a batch class. Go to the Batch Class Management screen. Select a batch class. Click Export. An Export Batch Class dialog box displays. HOW TO ELEVATE TO ADMIN WITHOUT PROMPTING Under the Security Options, select the following policy User Account Control: Behavior of the elevation prompt for Administrators in Admin Approval Mode. Right-click and select Properties. Click on the drop-down menu and select Elevate without Prompting. Click Ok. CREATE FIXED-FORM PROJECTS WITH RECOSTAR DESIGN STUDIO Ephesoft Transact supports fixed-form extraction to capture handprint, constrained text, checkboxes, and signature detection. This page explains how to use RecoStar Design Studio to create a fixed-form project to be used in conjunction with an Ephesoft Transact batch class and document type.KNOWN ISSUES
2021 Ephesoft Docs. All rights reserved. Privacy Preference Center.Privacy Preferences
CONFIGURATION IN SHAREPOINT 4. By clicking on new, Connection Details tab becomes visible. Give a name to the Connection, enter the SharePoint Site URL, Credentials (username/password) and click on Connect button to connect to the SharePoint Server. You can configure connection both in online as wellas offline mode.
EPHESOFT GLOBAL PARTNER PROGRAM Ephesoft’s Global Partner Program offers best-in-class technology solutions, support enablement, localized sales, marketing support and more. Our partners are an integral part of Ephesoft and our partner team is here to help your business, brand and ensure yourCUSTOMER SUPPORT
2 business hours. Phone. Email. Silver Support. If your system is in normal 9 am to 5 pm production, consider our “Standard” package, which includes email and web access to our highly trained Support Engineers. Response Time – 1 to 3 businesses days. 24/7 Support –N/A.
INFOR: DOCUMENT MANAGEMENT SOFTWARE SOLUTION Built in partnership with Ephesoft, IDM Capture is an add-on product for the Infor Document Management component of Infor OS. Content capture provides an intelligent document onramp for content services from scanners, copiers, folders, email accounts, mobile EPHESOFT TRANSACT TUTORIAL This tutorial is intended to familiarize new users with the primary operations in the Ephesoft Transact workflow. In this article you will learn how to create batch classes, document types, index fields and key-value extraction rules, all of which are used to classify documents and extract data. IMPORTING AND EXPORTING BATCH CLASSES Exporting a batch class efficiently transfers rules, configurations, and learned files from one environment to another. Exported batch class data includes: Follow the steps below to export a batch class. Go to the Batch Class Management screen. Select a batch class. Click Export. An Export Batch Class dialog box displays.ADMINISTRATOR GUIDE
This document provides instructions for Ephesoft Mobile administrators to register their organization and access the necessary credentials needed to onboard their mobile application users. This document also guides administrators on how to connect to their Ephesoft Transactserver.
ENHANCED LOGGING
Enhanced logging is now used for ERROR, INFO and DEBUG levels, with DEBUG level providing the most detailed information about the issue. The user can change the logging level in log4j.xml ( /Application) to generate more robust logs according to the requirement. Detailed information according to the selectedINDEX FIELDS
An Index Field can be assigned to any user-defined category, will be displayed in the combo-box. All the Index Fields belonging to the same category will be displayed under the same tab on the Validation screen. Any Index Field that does not have any category will be assigned by default “Group 1”. Below specified screenshot displaysthe
HOW TO CONFIGURE ACTIVE DIRECTORY USING THE GLOBAL CATALOG The group name you provide for user.super_admin= will have super admin privileges i.e. access to all the functionality of Ephesoft. The users in the group will be called super admin users and they can assign the user roles from the Ephesoft UI -> System Configuration -> Access Manager screen to the other users who belong to different groups and are not part of the super admin group.WEB SCANNER
The existing Web Scanner mechanism was not supported by all the browsers and required changes in the methodology. The Advanced Web Scanner Service provides a more secure and improved process of scanning the images. INTELLIGENT DOCUMENT PROCESSING FOR ENTERPRISE Seamlessly connect Ephesoft’s intelligent document processing platform to your ERP, RPA, BPM, ECM and other systems with out-of-the-box integrations and a full suite of Web Service APIs. “ Productivity has increased because we don’t have to track down invoices and open file cabinets.TRAINING | EPHESOFT
Canon U.S.A., Inc., is a leading provider of consumer, business-to-business, and industrial digital imaging solutions. Its parent company, Canon Inc. (NYSE:CAJ), a top patent holder of technology, ranked fourth overall in the U.S. in 2010†, with global revenues of more than US $45 billion and is listed as number five in the computer industry on Fortune Magazine’s World’s Most Admired HOME | EPHESOFT DOCS Turning Unstructured Content into Actionable Data. Search for: Help byProduct
ABOUT US - EPHESOFT
Canon U.S.A., Inc., is a leading provider of consumer, business-to-business, and industrial digital imaging solutions. Its parent company, Canon Inc. (NYSE:CAJ), a top patent holder of technology, ranked fourth overall in the U.S. in 2010†, with global revenues of more than US $45 billion and is listed as number five in the computer industry on Fortune Magazine’s World’s Most Admired EPHESOFT GLOBAL PARTNER PROGRAM Ephesoft’s Global Partner Program offers best-in-class technology solutions, support enablement, localized sales, marketing support and more. Our partners are an integral part of Ephesoft and our partner team is here to help your business, brand and ensure your IMPORTING AND EXPORTING BATCH CLASSES Exporting a batch class efficiently transfers rules, configurations, and learned files from one environment to another. Exported batch class data includes: Follow the steps below to export a batch class. Go to the Batch Class Management screen. Select a batch class. Click Export. An Export Batch Class dialog box displays. HOW TO ELEVATE TO ADMIN WITHOUT PROMPTING Under the Security Options, select the following policy User Account Control: Behavior of the elevation prompt for Administrators in Admin Approval Mode. Right-click and select Properties. Click on the drop-down menu and select Elevate without Prompting. Click Ok. CREATE FIXED-FORM PROJECTS WITH RECOSTAR DESIGN STUDIO Ephesoft Transact supports fixed-form extraction to capture handprint, constrained text, checkboxes, and signature detection. This page explains how to use RecoStar Design Studio to create a fixed-form project to be used in conjunction with an Ephesoft Transact batch class and document type.KNOWN ISSUES
2021 Ephesoft Docs. All rights reserved. Privacy Preference Center.Privacy Preferences
CONFIGURATION IN SHAREPOINT 4. By clicking on new, Connection Details tab becomes visible. Give a name to the Connection, enter the SharePoint Site URL, Credentials (username/password) and click on Connect button to connect to the SharePoint Server. You can configure connection both in online as wellas offline mode.
INTELLIGENT DOCUMENT PROCESSING FOR ENTERPRISE Seamlessly connect Ephesoft’s intelligent document processing platform to your ERP, RPA, BPM, ECM and other systems with out-of-the-box integrations and a full suite of Web Service APIs. “ Productivity has increased because we don’t have to track down invoices and open file cabinets.TRAINING | EPHESOFT
Canon U.S.A., Inc., is a leading provider of consumer, business-to-business, and industrial digital imaging solutions. Its parent company, Canon Inc. (NYSE:CAJ), a top patent holder of technology, ranked fourth overall in the U.S. in 2010†, with global revenues of more than US $45 billion and is listed as number five in the computer industry on Fortune Magazine’s World’s Most Admired HOME | EPHESOFT DOCS Turning Unstructured Content into Actionable Data. Search for: Help byProduct
ABOUT US - EPHESOFT
Canon U.S.A., Inc., is a leading provider of consumer, business-to-business, and industrial digital imaging solutions. Its parent company, Canon Inc. (NYSE:CAJ), a top patent holder of technology, ranked fourth overall in the U.S. in 2010†, with global revenues of more than US $45 billion and is listed as number five in the computer industry on Fortune Magazine’s World’s Most Admired EPHESOFT GLOBAL PARTNER PROGRAM Ephesoft’s Global Partner Program offers best-in-class technology solutions, support enablement, localized sales, marketing support and more. Our partners are an integral part of Ephesoft and our partner team is here to help your business, brand and ensure your IMPORTING AND EXPORTING BATCH CLASSES Exporting a batch class efficiently transfers rules, configurations, and learned files from one environment to another. Exported batch class data includes: Follow the steps below to export a batch class. Go to the Batch Class Management screen. Select a batch class. Click Export. An Export Batch Class dialog box displays. HOW TO ELEVATE TO ADMIN WITHOUT PROMPTING Under the Security Options, select the following policy User Account Control: Behavior of the elevation prompt for Administrators in Admin Approval Mode. Right-click and select Properties. Click on the drop-down menu and select Elevate without Prompting. Click Ok. CREATE FIXED-FORM PROJECTS WITH RECOSTAR DESIGN STUDIO Ephesoft Transact supports fixed-form extraction to capture handprint, constrained text, checkboxes, and signature detection. This page explains how to use RecoStar Design Studio to create a fixed-form project to be used in conjunction with an Ephesoft Transact batch class and document type.KNOWN ISSUES
2021 Ephesoft Docs. All rights reserved. Privacy Preference Center.Privacy Preferences
CONFIGURATION IN SHAREPOINT 4. By clicking on new, Connection Details tab becomes visible. Give a name to the Connection, enter the SharePoint Site URL, Credentials (username/password) and click on Connect button to connect to the SharePoint Server. You can configure connection both in online as wellas offline mode.
EPHESOFT GLOBAL PARTNER PROGRAM Ephesoft’s Global Partner Program offers best-in-class technology solutions, support enablement, localized sales, marketing support and more. Our partners are an integral part of Ephesoft and our partner team is here to help your business, brand and ensure yourCUSTOMER SUPPORT
2 business hours. Phone. Email. Silver Support. If your system is in normal 9 am to 5 pm production, consider our “Standard” package, which includes email and web access to our highly trained Support Engineers. Response Time – 1 to 3 businesses days. 24/7 Support –N/A.
INFOR: DOCUMENT MANAGEMENT SOFTWARE SOLUTION Built in partnership with Ephesoft, IDM Capture is an add-on product for the Infor Document Management component of Infor OS. Content capture provides an intelligent document onramp for content services from scanners, copiers, folders, email accounts, mobile EPHESOFT TRANSACT TUTORIAL This tutorial is intended to familiarize new users with the primary operations in the Ephesoft Transact workflow. In this article you will learn how to create batch classes, document types, index fields and key-value extraction rules, all of which are used to classify documents and extract data. IMPORTING AND EXPORTING BATCH CLASSES Exporting a batch class efficiently transfers rules, configurations, and learned files from one environment to another. Exported batch class data includes: Follow the steps below to export a batch class. Go to the Batch Class Management screen. Select a batch class. Click Export. An Export Batch Class dialog box displays.ADMINISTRATOR GUIDE
This document provides instructions for Ephesoft Mobile administrators to register their organization and access the necessary credentials needed to onboard their mobile application users. This document also guides administrators on how to connect to their Ephesoft Transactserver.
ENHANCED LOGGING
Enhanced logging is now used for ERROR, INFO and DEBUG levels, with DEBUG level providing the most detailed information about the issue. The user can change the logging level in log4j.xml ( /Application) to generate more robust logs according to the requirement. Detailed information according to the selectedINDEX FIELDS
An Index Field can be assigned to any user-defined category, will be displayed in the combo-box. All the Index Fields belonging to the same category will be displayed under the same tab on the Validation screen. Any Index Field that does not have any category will be assigned by default “Group 1”. Below specified screenshot displaysthe
HOW TO CONFIGURE ACTIVE DIRECTORY USING THE GLOBAL CATALOG The group name you provide for user.super_admin= will have super admin privileges i.e. access to all the functionality of Ephesoft. The users in the group will be called super admin users and they can assign the user roles from the Ephesoft UI -> System Configuration -> Access Manager screen to the other users who belong to different groups and are not part of the super admin group.WEB SCANNER
The existing Web Scanner mechanism was not supported by all the browsers and required changes in the methodology. The Advanced Web Scanner Service provides a more secure and improved process of scanning the images. INTELLIGENT DOCUMENT PROCESSING FOR ENTERPRISE Seamlessly connect Ephesoft’s intelligent document processing platform to your ERP, RPA, BPM, ECM and other systems with out-of-the-box integrations and a full suite of Web Service APIs. “ Productivity has increased because we don’t have to track down invoices and open file cabinets.TRAINING | EPHESOFT
Canon U.S.A., Inc., is a leading provider of consumer, business-to-business, and industrial digital imaging solutions. Its parent company, Canon Inc. (NYSE:CAJ), a top patent holder of technology, ranked fourth overall in the U.S. in 2010†, with global revenues of more than US $45 billion and is listed as number five in the computer industry on Fortune Magazine’s World’s Most Admired HOME | EPHESOFT DOCS Turning Unstructured Content into Actionable Data. Search for: Help byProduct
ABOUT US - EPHESOFT
Canon U.S.A., Inc., is a leading provider of consumer, business-to-business, and industrial digital imaging solutions. Its parent company, Canon Inc. (NYSE:CAJ), a top patent holder of technology, ranked fourth overall in the U.S. in 2010†, with global revenues of more than US $45 billion and is listed as number five in the computer industry on Fortune Magazine’s World’s Most Admired EPHESOFT GLOBAL PARTNER PROGRAM Ephesoft’s Global Partner Program offers best-in-class technology solutions, support enablement, localized sales, marketing support and more. Our partners are an integral part of Ephesoft and our partner team is here to help your business, brand and ensure your IMPORTING AND EXPORTING BATCH CLASSES Exporting a batch class efficiently transfers rules, configurations, and learned files from one environment to another. Exported batch class data includes: Follow the steps below to export a batch class. Go to the Batch Class Management screen. Select a batch class. Click Export. An Export Batch Class dialog box displays. HOW TO ELEVATE TO ADMIN WITHOUT PROMPTING Under the Security Options, select the following policy User Account Control: Behavior of the elevation prompt for Administrators in Admin Approval Mode. Right-click and select Properties. Click on the drop-down menu and select Elevate without Prompting. Click Ok. CREATE FIXED-FORM PROJECTS WITH RECOSTAR DESIGN STUDIO Ephesoft Transact supports fixed-form extraction to capture handprint, constrained text, checkboxes, and signature detection. This page explains how to use RecoStar Design Studio to create a fixed-form project to be used in conjunction with an Ephesoft Transact batch class and document type.KNOWN ISSUES
2021 Ephesoft Docs. All rights reserved. Privacy Preference Center.Privacy Preferences
CONFIGURATION IN SHAREPOINT 4. By clicking on new, Connection Details tab becomes visible. Give a name to the Connection, enter the SharePoint Site URL, Credentials (username/password) and click on Connect button to connect to the SharePoint Server. You can configure connection both in online as wellas offline mode.
INTELLIGENT DOCUMENT PROCESSING FOR ENTERPRISE Seamlessly connect Ephesoft’s intelligent document processing platform to your ERP, RPA, BPM, ECM and other systems with out-of-the-box integrations and a full suite of Web Service APIs. “ Productivity has increased because we don’t have to track down invoices and open file cabinets.TRAINING | EPHESOFT
Canon U.S.A., Inc., is a leading provider of consumer, business-to-business, and industrial digital imaging solutions. Its parent company, Canon Inc. (NYSE:CAJ), a top patent holder of technology, ranked fourth overall in the U.S. in 2010†, with global revenues of more than US $45 billion and is listed as number five in the computer industry on Fortune Magazine’s World’s Most Admired HOME | EPHESOFT DOCS Turning Unstructured Content into Actionable Data. Search for: Help byProduct
ABOUT US - EPHESOFT
Canon U.S.A., Inc., is a leading provider of consumer, business-to-business, and industrial digital imaging solutions. Its parent company, Canon Inc. (NYSE:CAJ), a top patent holder of technology, ranked fourth overall in the U.S. in 2010†, with global revenues of more than US $45 billion and is listed as number five in the computer industry on Fortune Magazine’s World’s Most Admired EPHESOFT GLOBAL PARTNER PROGRAM Ephesoft’s Global Partner Program offers best-in-class technology solutions, support enablement, localized sales, marketing support and more. Our partners are an integral part of Ephesoft and our partner team is here to help your business, brand and ensure your IMPORTING AND EXPORTING BATCH CLASSES Exporting a batch class efficiently transfers rules, configurations, and learned files from one environment to another. Exported batch class data includes: Follow the steps below to export a batch class. Go to the Batch Class Management screen. Select a batch class. Click Export. An Export Batch Class dialog box displays. HOW TO ELEVATE TO ADMIN WITHOUT PROMPTING Under the Security Options, select the following policy User Account Control: Behavior of the elevation prompt for Administrators in Admin Approval Mode. Right-click and select Properties. Click on the drop-down menu and select Elevate without Prompting. Click Ok. CREATE FIXED-FORM PROJECTS WITH RECOSTAR DESIGN STUDIO Ephesoft Transact supports fixed-form extraction to capture handprint, constrained text, checkboxes, and signature detection. This page explains how to use RecoStar Design Studio to create a fixed-form project to be used in conjunction with an Ephesoft Transact batch class and document type.KNOWN ISSUES
2021 Ephesoft Docs. All rights reserved. Privacy Preference Center.Privacy Preferences
CONFIGURATION IN SHAREPOINT 4. By clicking on new, Connection Details tab becomes visible. Give a name to the Connection, enter the SharePoint Site URL, Credentials (username/password) and click on Connect button to connect to the SharePoint Server. You can configure connection both in online as wellas offline mode.
ABOUT US - EPHESOFT
Canon U.S.A., Inc., is a leading provider of consumer, business-to-business, and industrial digital imaging solutions. Its parent company, Canon Inc. (NYSE:CAJ), a top patent holder of technology, ranked fourth overall in the U.S. in 2010†, with global revenues of more than US $45 billion and is listed as number five in the computer industry on Fortune Magazine’s World’s Most AdmiredCUSTOMER SUPPORT
2 business hours. Phone. Email. Silver Support. If your system is in normal 9 am to 5 pm production, consider our “Standard” package, which includes email and web access to our highly trained Support Engineers. Response Time – 1 to 3 businesses days. 24/7 Support –N/A.
EPHESOFT GLOBAL PARTNER PROGRAM Ephesoft’s Global Partner Program offers best-in-class technology solutions, support enablement, localized sales, marketing support and more. Our partners are an integral part of Ephesoft and our partner team is here to help your business, brand and ensure your INFOR: DOCUMENT MANAGEMENT SOFTWARE SOLUTION Built in partnership with Ephesoft, IDM Capture is an add-on product for the Infor Document Management component of Infor OS. Content capture provides an intelligent document onramp for content services from scanners, copiers, folders, email accounts, mobile IMPORTING AND EXPORTING BATCH CLASSES Exporting a batch class efficiently transfers rules, configurations, and learned files from one environment to another. Exported batch class data includes: Follow the steps below to export a batch class. Go to the Batch Class Management screen. Select a batch class. Click Export. An Export Batch Class dialog box displays. COPY BATCH XML PLUGIN To navigate to the plugin: From the Batch Class Management page, select and open your batch class. Go to Modules > Export > COPY_BATCH_XML. Figure 1. Plugin Configuration. Configure the required fields according to your workflow needs. Use the table below as a reference. Configurable Property. Options. MICROSOFT SHAREPOINT Canon U.S.A., Inc., is a leading provider of consumer, business-to-business, and industrial digital imaging solutions. Its parent company, Canon Inc. (NYSE:CAJ), a top patent holder of technology, ranked fourth overall in the U.S. in 2010†, with global revenues of more than US $45 billion and is listed as number five in the computer industry on Fortune Magazine’s World’s Most AdmiredADMINISTRATOR GUIDE
This document provides instructions for Ephesoft Mobile administrators to register their organization and access the necessary credentials needed to onboard their mobile application users. This document also guides administrators on how to connect to their Ephesoft Transactserver.
INDEX FIELDS
An Index Field can be assigned to any user-defined category, will be displayed in the combo-box. All the Index Fields belonging to the same category will be displayed under the same tab on the Validation screen. Any Index Field that does not have any category will be assigned by default “Group 1”. Below specified screenshot displaysthe
WEB SCANNER
The existing Web Scanner mechanism was not supported by all the browsers and required changes in the methodology. The Advanced Web Scanner Service provides a more secure and improved process of scanning the images.* Platform__
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INTELLIGENT DOCUMENT PROCESSING TRANSFORM YOUR OPERATIONS WITH AUTOMATION ------------------------- CAPTURE LARGE VOLUMES OF DOCUMENTS AND AUTOMATICALLY EXTRACT THE DATA WITHIN MINUTES. WHETHER AI-ENABLED TURNKEY OR CUSTOM SOLUTIONS, EPHESOFT HELPS BUSINESSES MAXIMIZE EFFICIENCY, ACCELERATE PROCESSES AND REALIZE ROI FAST.Show Me How
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TRUSTED BY ENTERPRISES AROUND THE GLOBE MAXIMIZE PRODUCTIVITY WITH AUTOMATION ------------------------- AI-enabled and machine-learning patented, our intelligent document processing solutions run in the cloud, on-premises or in hybrid environments and support any use case that includes document capture and automation, for example:Invoice Processing
Mailroom Automation
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COST REDUCTION
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INTEGRATE WITH EASE
------------------------- Seamlessly connect Ephesoft’s intelligent document processing platform to your ERP, RPA, BPM, ECM and other systems with out-of-the-box integrations and a full suite of Web Service APIs. Explore APIs and Connectors SEE WHAT OUR CUSTOMERS HAVE TO SAY ------------------------- “Productivity has increased because we don’t have to track down invoices and open file cabinets. And, I have more time to make strategic decisions.” — Brad Gerritsen, Accounts Payable Coordinator at Honda Logistics “Ephesoft’s innovative solution with its patented, machine learning capabilities was configured to learn the many different document types we have as well as populate fields, which make our lives easier.” – Charles Hooper, Systems Administrator at Washington State Health Care Authority “The new Ephesoft process has had a dramatic effect on our organization and is the most important process improvement change we have made in our accounts payable processing.” –John Meiers, Director of Accounts Payable at DH Pace “Ephesoft helps us enter invoices faster and capture the right fields with validations in place. The best part is that we have visibility into our data from any location within the company…now we have a global perspective.” — Jean- Phillippe Allard, Manager, Financial Business Analysts at Agnico Mines “Ephesoft’s intelligent document capture and OCR platform enabled our goals to become a reality. They have been a great partner, especially the Professional Services team.” — Bruce Belvin, President of OneDataSourceBECOME AN
AUTOMATION HERO
------------------------- Get more done faster by processing large volumes of documents inrecord time.
Game-changing productivity starts here. Next Step: Intelligent Document Processing in Action YOU’RE LOOKING AT A LEADER IN INTELLIGENT DOCUMENT PROCESSINGCATEGORIES:
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PRIVACY PREFERENCE CENTERPRIVACY PREFERENCES
STEPHEN BOALS
SENIOR VICE PRESIDENT, STRATEGY & EVANGELISM Stephen Boals develops new strategies, opportunities and promotes Ephesoft. His experience in digital transformation and content management spans 15 years, where he has managed transformation projects for Microsoft, Freeport McMoRan and other Fortune 1000 companies, as well as the States of California and Louisiana. His broad background includes “Big 4” consulting with Ernst & Young, IT and security management, running an award-winning solutions group and various positions in sales management. He is a proud veteran and served as a Naval Flight Officer for 8.5 years. Stephen graduated from the US Naval Academy with a BS in Ocean Engineering and holds an MBA from National University.×
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AUTOMATION ANYWHERE
------------------------- Automation Anywhere is the leader in Robotic Process Automation (RPA), the platform on which the world’s leading organizations build world-class Intelligent Digital Workforces. Automation Anywhere’s enterprise-grade platform uses software bots that work side by side with people to do much of the repetitive work in many industries. It combines sophisticated RPA, cognitive and embedded analytic technologies. More than 2,800 customer entities and 1,600 enterprise brands use this AI-enabled solution to manage and scale business processes faster, with near-zero error rates, while dramatically reducing operational costs. Automation Anywhere provides automation technology to leading financial services, insurance, healthcare, technology, manufacturing, telecom and logistics companies globally. For additional information, visit WWW.AUTOMATIONANYWHERE.COM.
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OPEX
------------------------- OPEX is a recognized global technology leader in document imaging, high-speed mailroom automation and material handling. Since 1973, OPEX systems have provided performance-enhancing workflow solutions and cost effective results to thousands of organizations worldwide. OPEX systems are installed in financial services, healthcare, government, nonprofit, utility, service bureau, insurance, telecommunications, and university/educational marketplaces around the world.OPEX RESOURCES
Opex Website
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OCR SOLUTIONS
------------------------- OCR Solutions provides software imaging applications that utilize OCR (optical character recognition), Artificial Intelligence and Machine Learning. OCR focuses on ID reading systems that capture the front of an ID, Passport and even credit cards and turns it into actionableelectronic data.
OCR SOLUTIONS RESOURCES OCR Solutions Website CaptureMax SDK Brochure×
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WE TAKE PERSONAL ACCOUNTABILITY FOR BUILDING PRODUCTS AND SERVICES WITH INTEGRITY THAT HELP OUR CUSTOMERS WIN.×
WE TAKE RISKS IN PURSUIT OF GREATNESS. WE HAVE EACH OTHER’S BACK AND EMBRACE A CULTURE OF CONTINUOUS IMPROVEMENT.×
WE LOOK TO ENCOURAGE AND AMPLIFY THE TALENTS OF THOSE AROUND US.×
WE ARE PROACTIVE IN SOLVING THE PROBLEMS OF TOMORROW, TODAY.×
CANON
------------------------- Canon U.S.A., Inc., is a leading provider of consumer, business-to-business, and industrial digital imaging solutions. Its parent company, Canon Inc. (NYSE:CAJ), a top patent holder of technology, ranked fourth overall in the U.S. in 2010†, with global revenues of more than US $45 billion and is listed as number five in the computer industry on Fortune Magazine’s World’s Most Admired Companies 2011 list. Canon U.S.A. is committed to the highest levels of customer satisfaction and loyalty, providing 100 percent U.S.-based consumer service and support for all of the products it distributes. At Canon, we care because caring is essential to living together in harmony. Founded upon a corporate philosophy of Kyosei – “all people, regardless of race, religion or culture, harmoniously living and working together into the future” – Canon U.S.A. supports a number of social, youth, educational and other programs, including environmental and recycling initiatives.CANON RESOURCES
Canon Web Site
Canon Scanners Site
Canon Alliance Site
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FUJITSU
------------------------- Fujitsu Computer Products of America, Inc. (FCPA) is an established leader in the document imaging market, featuring state-of-the-art scanning solutions in the workgroup, departmental, and production-level scanner categories. Fujitsu scanners deliver speed, image quality, and great paper handling, along with easy integration and compatibility with over 200 document imaging applications. Providing complete portfolio of business technology services, computing platforms, and industry solutions. Full suite of onshore, near shore and offshore system integration, outsourcing, and datacenter services covering applications, operations, infrastructure, customer service, and multi-vendor lifecycle services.FUJITSU RESOURCES
Fujitsu Website
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K2
------------------------- K2 is a leading provider of business application platforms and solutions that empower people to build and run business apps, from the very simple to the highly complex, limited only by their imagination. The low code platform allows users to create customized business applications – using workflows and forms –that stretch across roles, departments, and data sources. Understanding the importance of getting the right information to the right people at the right time, K2 allows business users to make smarter, data-driven decisions, fast. In this fast-paced environment, workforces can stay focused on building and growing the business, instead of managing processes. With its products used across the Fortune 500 and mid-market, K2 currently has more than 1.5 million users in more than 80 countries.K2 RESOURCES
K2 Website
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KONICA MINOLTA
------------------------- Konica Minolta Business Solutions U.S.A., Inc. is reshaping and revolutionizing the Workplace of the Future™ (www.reshapework.com). With our comprehensive portfolio, we deliver solutions to leverage mobility, cloud services, and optimize business processes with workflow automation. Our All Covered IT Services division offers a range of IT strategy, support, and network security solutions across all verticals. Konica Minolta has been recognized as the #1 Brand for Customer Loyalty in the MFP Office Copier Market by Brand Keys for nine consecutive years and is proud to be ranked on the Forbes 2016 America’s Best Employers list. Konica Minolta, Inc. has been named to the Dow Jones Sustainability World Index for five years in a row. We partner with our customers to give shape to ideas and work to bring value to our society. KONICA-MINOLTA RESOURCES Konica Minolta WebsiteYouTube
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