Uploading documents to test the integration

  1. Under the Operator actions in the left-hand sidebar, access the Upload Batch screen.
  2. From KB 2098094, find the example invoice .pdf file.
  3. Drag and drop this file into the Upload Files area at the bottom of the Ephesoft Transact window.
  4. In the Batch Class field, select your batch class (BC<number>) you created in earlier steps.
  5. Click Start Batch.
  6. In the left-hand sidebar, access the Administrator > Batch Instance Management screen.
    Refresh the screen. To do this, click the refresh button above the Batch Execution Details panel. Do this until there is a new batch instance above. This may take a few minutes.
    Note: Do not use the browser’s refresh button, because this takes you back to the Ephesoft Transact homepage every time.
  7. Your document stops at the Review Document module.
  8. Select the row of your batch.
  9. Click Open.
  10. A confirmation window is displayed. Click OK.
  11. Your document stops at the Validate Document Module. Click Review Validate in the left navigation panel.
  12. On the Review Validate screen, check to ensure that the extracted values have been recorded correctly.
  13. When you are done with the validation, click Validate until the screen is closed. If a Validation Done message is displayed, click OK.
  14. Return to Batch Instance Management. When the job has disappeared, the document is processed into IDM.