Intelligent Document Capture with Ephesoft

Intelligent Document Capture with Ephesoft
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Table of Contents
Sample Chapters
  • Learn the benefits of intelligent document capture and how to implement document capture using Ephesoft
  • Capture relevant information from your documents, even if they vary widely in format and appearance
  • Leverage the power of open source software to implement a cost effective solution for document capture
  • A practical guide providing examples for optimizing document capture for your business

Book Details

Language : English
Paperback : 182 pages [ 235mm x 191mm ]
Release Date : September 2012
ISBN : 1849693722
ISBN 13 : 9781849693721
Author(s) : Pat Myers, Ike Kavas, Michael Muller, Clifford Laurin
Topics and Technologies : All Books, Other, Open Source

Table of Contents

Chapter 1: Introduction
Chapter 2: A Quick Tour of Ephesoft
Chapter 3: Creating a Batch Class
Chapter 4: Processing a Batch
Chapter 5: Core Ephesoft Features
Chapter 6: Ephesoft Extended Features
Chapter 7: Tips
Appendix: Reference
  • Chapter 1: Introduction
    • Overview
    • History of document capture
    • Elements of document capture projects
      • The destination of the documents
      • The location of the documents and systems
      • The type of documents to be processed
    • Inside a capture system
      • Import methods
      • Classification methods
      • Extraction methods
      • Export methods
    • What sets document capture apart from the other ECM tools?
    • Summary
    • Chapter 2: A Quick Tour of Ephesoft
      • The administrative user interface
        • Batch Class Management
        • Batch Instance Management
        • Workflow Management
        • Folder Management
        • Reports
      • Operator user interface
        • Batch List
        • Batch Detail
        • Web Scanner
        • Upload Batch
      • File system
      • Summary
      • Chapter 3: Creating a Batch Class
        • Copying an existing batch class
        • Creating new document types
        • System training for classification and separation
        • Creating fields
        • Basic Key/Value extraction
        • Regular expression listing
        • Export
          • Copy Batch XML
        • Summary
          • Chapter 5: Core Ephesoft Features
            • Classification
              • Classification types
                • Search
                • Image
                • Barcodes
                • Automatic
              • Confidence
              • Search classification
              • Barcode classification
              • Image classification
              • Automatic classification
              • Programmatic classification
            • Multiple layouts for a single document type
            • Advanced KV extraction
            • Fuzzy DB
            • Using the Web Scanner
            • Uploading batches
            • Export
              • CMIS Export
                • Establish a content model in your CMS
                • Configure Ephesoft CMIS Export
              • Database Export
              • Other export plugins
            • Configuration management of batch classes
            • Summary
            • Chapter 6: Ephesoft Extended Features
              • Other classification methods
                • Barcode classification
                • Image classification
              • RecoStar extraction
                • Create a RecoStar project
                • Configure the RecoStar project
                • Configure Ephesoft to use the RecoStar project
              • Table extraction
              • Scripting
                • Workflow scripts
                • Triggering scripts when a field is edited
                • Triggering scripts from a function key
              • External application integration
                • Configuring external application references
                • External application context
                • Security tickets
                • Returning document metadata to Ephesoft
                • Signalling dialog close and save events
              • Custom workflow
                • Adding a plugin to Ephesoft
                • Customizing batch class workflows
              • Writing a custom plugin
              • Grid computing
              • Automatic learning
              • Summary
              • Chapter 7: Tips
                • Troubleshooting
                  • Logging
                  • Monitoring batch progress
                  • Examining the batch file
                • Restarting the batch
                • No blank forms for training
                • Setting up Active Directory
                  • Directory server overview
                  • LDAP
                  • Ephesoft LDAP connector configuration
                    • Ephesoft directory server service account
                    • Ephesoft directory server groups
                  • Ephesoft LDAP configuration files
                    • dcma.xml
                    • user-connectivity.xml
                    • web.xml
                    • Troubleshooting
                • Setting up e-mail processing
                • Summary
                • Appendix: Reference
                  • Glossary
                  • Common regular expressions
                  • Commonly modified Ephesoft settings

                  Pat Myers

                  Pat Myers is the Executive Vice President and a co-founder of Zia Consulting, a content-centric solutions firm. Zia is a platinum Ephesoft and Alfresco partner that provides solutions from paper to mobile. Pat has over 10 years of Enterprise Content Management experience and 15 years of professional services and application development experience. Pat and Ike developed the official Ephesoft training.

                  Ike Kavas

                  Mr. Kavas has more than 12 years of solid experience in document imaging, document management, workflow and systems. Mr. Kavas is the founder and the Chief Technology Officer at Ephesoft, Inc. responsible for product design and roadmap. Mr. Kavas is a serial entrepreneur with three successful companies. He has both a keen technical background, which he developed by implementing several multimillion dollar projects for Fortune 100 companies and outstanding sales and business experience, which he demonstrated by achieving and exceeding revenue-based goals. Before founding Ephesoft, Inc., Mr. Kavas managed professional services at Kofax, Inc. and co-founded other technology companies in southern California. Mr. Kavas holds a Bachelor of Science degree in Electronics & Electrical Engineering and CDIA+ certification.

                  Michael Muller

                  Michael Muller is Director of Engineering at Zia Consulting. He has 25 years of professional software development experience, currently specializing in enterprise content management.

                  Clifford Laurin

                  Cliff has over 17 years of professional experience as a software engineer, including 11 years in the field of Enterprise Content Management. He is currently an ECM Architect at Zia Consulting.
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                  Sample chapters

                  You can view our sample chapters and prefaces of this title on PacktLib or download sample chapters in PDF format.

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                  What you will learn from this book

                  • 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 into your content management system
                  • Customize Ephesoft to meet your unique business requirements
                  • Automate data entry with OCR
                  • Learn to automate business processes that depend on documents in paper, fax or email attachment format
                  • Convert your paper archive to electronic records efficiently
                  • Implement distributed capture for mailroom automation
                  • Identify documents and group them without the use of barcodes or separator sheets.

                  In Detail

                  Ephesoft is an open source document capture solution. Everyone talks about the paperless work place but the reality is that paper still exists and will continue to be part of your business. Capturing the document’s content using Ephesoft can minimize the time your company spends reviewing and processing physical documents.

                  "Intelligent Document Capture with Ephesoft" teaches you about document capture in general and implementation of document capture using Ephesoft.

                  Start by learning about document capture, the history of document capture, and intelligent document capture. Progress to a tour of Ephesoft’s key features, including operator and administrator interfaces and then learn to configure Ephesoft to process your business’s specific document types and extract content from those documents. Finally, learn advanced customization techniques that make Ephesoft accommodate your unique business needs.

                  "Intelligent Document Capture with Ephesoft" will teach you to optimize the processing of your physical document, saving your company time and money.


                  Written in easy to follow manner, this book is a complete guide to Document capture with Ephesoft.

                  Who this book is for

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

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