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Intelligent Document Capture with Ephesoft - Second Edition

Book Description

Automate the processing of scanned and digital documents by improving accuracy using web-based open and modern intelligent document capture software

About This Book

  • Learn how to implement the benefits of intelligent document capture using Ephesoft Enterprise 4
  • Leverage the power of the open platform to run it as a classic intake capture system to make your current portals or applications more intelligent
  • A practical guide providing examples for optimizing document capture for your business
  • Who This Book Is For

    This book is intended for information technology professionals interested in installing and configuring Ephesoft Enterprise for their organization, but it is a valuable resource for anyone interested in learning about intelligent document capture.

    What You Will Learn

  • Discover the benefits of using intelligent document capture in your work place
  • Learn to capture, classify, and separate any type of document
  • Extract important information from your documents
  • Transfer the documents and data into your content management system
  • Customize Ephesoft to meet your unique business requirements
  • Understand the integration techniques using the Ephesoft web services API
  • Convert your paper archive to electronic records efficiently
  • Automate business processes that depend on documents in paper, fax, or email attachment format
  • Implement distributed capture for mailroom automation
  • In Detail

    Every organization, public or private, processes documents in various formats, especially paper and fax formats. Processing documents manually is an expensive and time-consuming endeavor. Ephesoft Enterprise is a modern document capture solution that allows an organization to automate the business process. It uses powerful technology to classify and capture the vital information from the document's content. This helps to minimize the time your company spends on reviewing and processing any physical and electronic documents.

    This book teaches you about document capture in general and implementation of document capture using Ephesoft.

    Start by learning about document capture and how Ephesoft revolutionized the industry. Progress to a tour of key features, including operator and administrator interfaces and then learn to configure Ephesoft to process your businessÂ’s specific document types and extract content from those documents. You will also get to know the advanced customization techniques that make Ephesoft accommodate your unique business needs. Finally, the book concludes by teaching you how to embed the classification and extraction functionality using EphesoftÂ’s web services.

    By the end, you will learn to optimize the processing of your documents, saving your company time and money.

    Style and approach

    This is a step-by-step guide on how to configure and use Ephesoft using an accounts payable use case. The book will start with basic techniques and progress to more advanced features that allow you to leverage the power for a modern powerful capture system.

    Downloading the example code for this book. You can download the example code files for all Packt books you have purchased from your account at If you purchased this book elsewhere, you can visit and register to have the code file.

    Table of Contents

    1. Intelligent Document Capture with Ephesoft Second Edition
      1. Table of Contents
      2. Intelligent Document Capture with Ephesoft Second Edition
      3. Credits
      4. Foreword
      5. About the Authors
      6. About the Reviewers
        1. Support files, eBooks, discount offers, and more
          1. Why subscribe?
          2. Free access for Packt account holders
          3. Instant updates on new Packt books
      8. Preface
        1. What this book covers
        2. What you need for this book
        3. Who this book is for
        4. Conventions
        5. Reader feedback
        6. Customer support
          1. Downloading the example code
          2. Downloading the color images of this book
          3. Errata
          4. Piracy
          5. Questions
      9. 1. A Quick Tour of Ephesoft
        1. The user interface
        2. Administrative features
          1. Batch class management
          2. Batch instance management
          3. Folder management
          4. System configuration
          5. Reports
        3. The operator user interface
          1. Batch list
          2. Review validate
          3. Web scanner
          4. Upload batch
        4. File system
        5. Summary
      10. 2. Creating a Batch Class
        1. Creating a batch class in Ephesoft
        2. Creating a document type
        3. Training for classification and separation
        4. Creating fields
        5. Key/value extraction
        6. Validation rules
        7. Export
          1. Copy Batch XML
        8. Processing a batch
          1. File upload
          2. Starting a batch from other sources
          3. Review and validation
            1. Document review
            2. Document validation
        9. Summary
      11. 3. Core Ephesoft Features
        1. Classification
          1. Classification types
            1. Search
            2. Image
            3. Barcodes
            4. Automatic
            5. One document classification
          2. Confidence
            1. Search classification
            2. Barcode classification
            3. Image classification
            4. Automatic classification
        2. Multiple layouts for a single document type
        3. Fuzzy DB
        4. Using Web Scanner
        5. Uploading batches
        6. Export
          1. CMIS export
            1. Establish a content model in your CMIS
            2. Configure the CMIS Export plugin
            3. Document type and property mapping
            4. Global CMIS configuration
          2. Database Export
          3. Other export plugins
        7. Configuration management of batch classes
        8. Summary
      12. 4. Ephesoft's Advanced Features
        1. Configuring other classification methods
          1. Barcode classification
          2. Image classification
        2. Fixed form extraction
          1. Creating a RecoStar project
          2. Configuring the RecoStar project
          3. Configuring Ephesoft to use the RecoStar project
        3. Table extraction
        4. Scripting
          1. The workflow scripts
          2. Triggering scripts when a field is edited
          3. Triggering scripts from a function key
          4. The application script
        5. The custom workflow
          1. Customizing batch class workflows
        6. Writing a custom plugin
          1. Adding a plugin to Ephesoft
        7. The Web Services API
          1. Enabling the Web Services API
          2. The available web services
          3. Invoice processing portal example
            1. Creating the upload view
            2. Creating the controller and calling the web services
            3. Using the app
        8. Summary
      13. 5. Tips
        1. Troubleshooting
          1. Logging
          2. Monitoring batch progress
          3. Examining the batch file
        2. Restarting the batch
        3. No blank forms available for training
        4. Setting up Active Directory
          1. An Overview of LDAP
            1. Ephesoft directory server service account
            2. Ephesoft directory server groups
          2. Ephesoft Active Directory configuration files
            1. server.xml
            2. user-connectivity.xml
            4. web.xml
          3. Active Directory troubleshooting
        5. Setting up e-mail processing
        6. Summary
      14. A. References
        1. Glossary
        2. Common regular expressions
        3. Commonly-modified Ephesoft settings
      15. Index