Uploading documents to test the integration
- Under the Operator actions in the left-hand sidebar, access the Upload Batch screen.
- From KB 2098094, find the example invoice .pdf file.
- Drag and drop this file into the Upload Files area at the bottom of the Ephesoft Transact window.
- In the Batch Class field, select your batch class (BC<number>) you created in earlier steps.
- Click Start Batch.
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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.
- Your document stops at the Review Document module.
- Select the row of your batch.
- Click Open.
- A confirmation window is displayed. Click OK.
- Your document stops at the Validate Document Module. Click Review Validate in the left navigation panel.
- On the Review Validate screen, check to ensure that the extracted values have been recorded correctly.
- When you are done with the validation, click Validate until the screen is closed. If a Validation Done message is displayed, click OK.
- Return to Batch Instance Management. When the job has disappeared, the document is processed into IDM.