Intelligent document capture with Ephesoft : learn to use open source software to automate the processing of scanned and digital documents to save time, save money, and improve accuracy / Pat Myers [and others] ; [foreword by John Mancini].

Includes index.

Cover; Copyright; Credits; Foreword; About the Authors; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; 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 ManagementBatch 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 4: Processing a Batch; Starting a batch; Document review; Document validation; Summary; Chapter 5: Core Ephesoft Features; Classification

Classification typesSearch; 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 classificationRecoStar 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 computingAutomatic 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

Learn to use open source software to automate the processing of scanned and digital documents without the use of barcodes or separator sheets.

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