ACE V2 has hit the shelf – New Features 5.4.1

PSI Capture 5.4 New Features

PSICapture will now tell you where index zones need to be placed – “Auto Zone Creation”. The NEW ACE features just gave you a turbo charger in your solution kit bag. Test it out today!

  • Automatic Classification Forms Generation. Instead of manually classifying forms and matching record types, automatically generate them from database column names and row data. Connect to almost any database type, and Capture can connect and convert database info into classification form definitions.
  • In Zone Configuration, OCR zones that are created with the same names as index fields are now automatically mapped.
  • Auto Zone Creation. New zones can now be created automatically for new zone definition profiles. Regular expressions match against OCR text on a form and create zones automatically with minimal user configuration.
  • Accelerated Zone Profile Configuration. Allows for users to create Zone Profiles in the Index module without having to return to document type configuration. Used in situations where a document fails to trigger the correct profile, the current profile needs adjusting, or another profile needs to be selected.

PSIGEN Releases Accelerated Classification Engine


PSIGEN Software, Inc., the leader in advanced capture and scanning solutions, has announced the release of the Accelerated Classification Engine (ACE). This innovative new feature provides the ability to build custom classification form definitions on the fly in the middle of a production batch or within batch mode.

If a document is unable to be classified, the new ACE feature will allow end-users to build rules for the Classification form definition using point-and-click and dropdown lists. They will also be able to select or create new record type(s) for the form, Zonal Profiles definitions and even build Table Extraction settings, if applicable.

“The Accelerated Classification Engine (ACE) is going to change the framework that customers use to process documents through their capture workflow. The changes will allow continuous improvement to documents going through the Capture process and completely rewrite how customers maintain their ongoing configuration needs.” said Steven Chenery, CEO of UpFlow Pty Ltd. “ACE is included in any licensed product under a maintenance agreement for Classification and Table Extraction bundles at no additional cost which is fantastic news for all PSI:Capture customers – just another reason why implementing the PSI:Capture solution adds ongoing value to customer businesses.”

Classification is an extremely useful tool for organising an organisation’s document scanning and capture workflow. It automatically identifies document types, eliminating the need for manually sorting through document pages or inserting separator sheets prior to scanning. The new ACE feature boosts Classification’s current abilities by making it an adaptable learning engine that can continuously be updated to adhere to your business’s changing needs.

PSI:Capture 5.4 brings a number of other automated configuration features for all levels of the product.

For more information and demonstration videos on PSIGEN’s suite enterprise capture solutions, go to www.psigen.com

About UpFlow
UpFlow Pty Ltd is PSIGEN’s distributor across Asia Pacific region and is focused on the delivery of Software in the Document Management and Workflow Automation space. Our focus is on providing software solutions to improve processes and workflow automation to businesses through our value added reseller network. For more information, visit upflow.com.au

About PSIGEN
PSIGEN Software is the innovative leader in document scanning and capture software. For nearly 20 years, PSIGEN has provided software to help organisations convert content into managed digital assets. The solutions focus on cost reduction, flexibility, standardisation and improved efficiency. For more information, visit www.psigen.com.

“PSIGEN” is a registered trademark in the US, the EU and other countries. All other trademarks and registered trademarks belong to their respective owners.

International Partner of the Year – 2014

The PSIGEN Partner conference was recently held in Delray Beach Florida. It was attended from wide range of partners big and small. UpFlow was also in attendance and received the International Partner of the Year award for 2014! This recognises the hard work and passion that we have for the PSIGEN products in Asia Pacific and is shared with all our partners that have made this possible.

International Partner of the year 2014

Have you tried WAP yet?

Workflow Auto-Processing (WAP)wap-module

While PSIGEN, PSI:Capture have always had auto-import processing, there was a lack of flexibility in how automated capture workflow was designed. There were key steps in PSI:Capture that required initiation from the client side, or could not be run as a background process or service. With 5.1, and the introduction of WAP,  you can now designate capture workflow steps that can be configured as standalone processors. For example, after a QA step, you can have a user close their batch, and WAP will automatically OCR and Migrate as a background process. You can also now designate certain stations for specific process steps, and load balance specific tasks across multiple stations.

This is a great new feature that has been included and can be used in Scanning Bureau’s and small businesses using PSI:Capture. Try it out today in PSI:Capture V5.1.

Contact your reseller or UpFlow for more information.

PSI:Capture V5.1: AP Invoice Processing Focus

PSIGEN Releases PSI:Capture V5.1: AP Invoice Processing Focus

BOCA RATON, FL., Nev., June 9, 2014 – PSIGEN Software, Inc., the leader in advanced document scanning and capture, released v5.1 today, the latest version of its flagship document capture product, PSI:Capture.

This latest release has enhancements that augment PSIGEN’s EasyAP offering to simplify and accelerate the processing of accounting documents. The key core module in v5.1 is the Table Extraction Module, which automatically identifies and extracts invoice line item table data. Along with this module, additional features have been added to PSIGEN’s Classification Module to provide enhanced accuracy and automation in form and document identification.

“Our Accounts Payable solution has had fantastic traction in all markets. Businesses are looking for an affordable, efficient solution.” said Bruce Hensley, of PSIGEN. “In 5.1, we have taken all the feedback from our customers and partners, and really taken our product to the next level when it comes to invoice processing. We created an AP Automation product that is simple to configure, and takes minimal time to get to production.”

“AP Automations continue to be in high demand in our Asia Pacific region and it is very important to us that we are providing a robust and effective solution to our partners for their AP Invoice implementations” said Steven Chenery, CEO for UpFlow Pty Ltd. “With the latest release, PSIGEN have once again delivered a framework that will improve the lives of the end users and provide a quick ROI to the business.“

The release also has 60 new features and enhancements that go beyond invoice processing and focus on simplified configuration, workflow auto-processing and enhanced data extraction accuracy.

An overview of v5, feature listings and demonstration videos can be found at http://www.psigen.com/psi-capture-5-1

For more information and demonstration videos on PSIGEN’s suite enterprise capture solutions, go to www.psigen.com.

About PSIGEN

PSIGEN Software is the innovative leader in document scanning software. For more than 18 years, PSIGEN has provided software to improve all the processes around the conversion of paper to digital documents. The solutions focus on cost reduction, flexibility, standardization, and improved efficiency. PSIGEN delivers these solutions through a network of resellers and distributors in the US and abroad. For more information, visit www.psigen.com.

“PSIGEN” is a registered trademark in the US, the EU and other countries. All other trademarks and registered trademarks belong to their respective owners.

About UpFlow

UpFlow Pty Ltd is a distributor of Software in the Document Management and Workflow Automation space. Our focus is on providing software solutions to improve processes and workflow automation to businesses across the Asia Pacific region through value added resellers. For more information, visit www.upflow.com.au

 

 

PSI:Capture 5.1 Released

Hot of the production line PSI:Capture Version 5.1 has just been released!

Any existing userspsicapture_flysheet_image under maintenance can now upgrade to this latest version. There are a number of New Features and Feature Enhancements that have made there way on to the release package. Significant advances in the Classification Module have been made. The changes will make implementations and maintenance significantly improved in this area. The point and click ability to build up your regular expressions make classification a simple and quick task. Once Classified the user can now use the built in Table Extraction for line item details.

Please see below for the overview of the latest changes.

New Features

  • Classification now offers a new feature that enables location and extraction of table contents.
  • Added a point-and-click automatic regular expression builder to the the Classification Rule Designer.
  • Changes to document types are now audited in the new Document Type History window. In Configuration, click the “calendar” button next to each document type to view.
  • Auto Import Processing stations can now be configured to monitor workflow queues using a new feature called Workflow Auto Processing.
  • Zone Anchor Configuration now allows anchors to be set at any location.
  • Classification forms can now be defined globally and shared across different document types.
  • OCR Assisted Indexing can now be limited to unclassified documents, or documents with no triggered Zone Definition Profile.
  • The product license key can now be conveniently selected and copied to the clipboard from Help > View License Details.
  • Added links to our Documentation Wiki under the Support section on the sidebar, and in the Help menu.
  • The minimum DPI for scanned or imported images can now be bypassed using settings in Capture Module configuration.
  • In Classification Configuration window, under the Classification Options tab, added the ability to filter which Classification forms are run on a document type by selecting from a list of form groups.
  • XML and Text Migration output files can now be named using the migration time stamp.
  • Accidentally miss a chance to add a regular expression to the global list? In the Configuration window, under Regular Expressions, a button has been added to import all document type specific regular expressions that are not already present in the global list.

Feature Enhancements

  • Added a migration option for FileBound version 7.
  • Added Dynamic Zones which resize automatically based on the size of the processed image.
  • Classification options have been added to run separate processing on the last page of a document, and to combine all pages in between.
  • In the Regular Expression Editor window, added a checkbox option to save the entered expression to the global list while bypassing the usual dialog prompt that appears.
  • Added a configurable timeout value for regular expressions to prevent complex ones from “freezing” the product.
  • Added support for Tracking Fields in the Xero Migration.
  • Role Definitions can now be modified to restrict access to the Service Manager.
  • The Document Separation option of “Separate when Zone OCR/ICR Match value changes” now has an option to separate documents only when the value stored as the folder separator changes.
  • The error message “Not enough storage is available to process this command” now includes more robust details.
  • In Index Module configuration, added an option to automatically advance to the next index field when using On-Demand OCR/ICR.
  • In Zone Configuration, added a button to run Image Processing filters on the loaded template image.
  • When a Database Migration throws an error stating that a string would be truncated, the error now indicates which value in detail.
  • In the Ademero Content Central Migration, added the ability to dynamically choose migration buckets for catalogs and document types.
  • Users can now select between the EMC and RecoStar auto-orient methods on images flagged as indeterminate.
  • Added a Page Processing Settings area to Classification Configuration, allowing the user to indicate which page(s) classification should process.
  • The OCR Module default settings are now adjusted to favor a smaller, more compressed output file.
  • Added an icon to each zone in the Zone Configuration window as an indicator that changes color based on whether it has Image Processing filters active.
  • A list of the currently active Image Processing commands has been added to a tab within the Zone Configuration window.
  • The Barcode Utility now properly displays large values for barcodes.
  • Added configurable options for Smart Zone Zoom in both the Index and Quality Assurance modules.
  • The Zone Configuration window now has a maximize button.
  • In Smart Zone Configuration, the direction in which anchors are processed can now be specified when multiple anchors produce a match.
  • The coordinates of the rectangle which surrounds words selected during OCR Assisted Indexing are now available in scripting as the DataSourceBounds property.
  • The Objective Migration can now optionally migrate to a user’s home folder based on user ID.
  • Batch Import via the Batch Manager now has an extra option to copy the imported batches to a new directory.
  • Batch Import via the Batch Manager now has an extra option to copy the imported batches to a new directory.
  • The default OAI line tolerance value now favors higher accuracy when capturing multiple lines of text.
  • The Xero Migration can now optionally delete image files after the migration processes.
  • Added script access to setting the “high priority batch” flag.
  • A much larger number of record types can now be entered simultaneously using the Add Multiple button.
  • In the Smart Zone Configuration window, child zones can now be resized by dragging their edges like regular zones can.
  • In the Match Expression Settings dialog, buttons for Select All and Unselect All have been added to facilitate easier control over large amounts of record types.
  • Several Zoom to Zone options have been added in document type configuration when defining a zone as “On Demand OCR/ICR”.
  • PDF structure errors that are not critical will be silently logged as warnings instead of actively displayed as errors.
  • The Papervision / Image Silo Migration now has an option to generate a submit file with a static filename, or with the same name as the output file.
  • Wildcard characters are now implicit when searching using Custom Filters on columns in Batch Manager.
  • In the Zone Configuration window, the Zone Profile list is now sorted alphabetically.
  • Zone Definition Profiles can now be triggered via Classification Form ID.

Sharp MFD panel integrations with PSIGEN PSI:Capture

PSIGEN has had a long-standing relationship with Copier / MFP Manufacturers, and provides enhanced scanning capabilities by allowing documents to be routed directly to PSI:Capture by way of the in-office MFP. This, in turn, helps organisations leverage their manpower in the most efficient manner possible.

PSIGEN has just released the latest version of the Sharp panel integration application which is compatible to the latest version of the Sharp OSA panel.

The PSI:Capture Routing panel for Sharp’s multi-function printers provides users with a quick and easy method for routing scanned documents directly to PSI:Capture for processing. The operator presses a button on the control panel that describes the document type, and the document is routed to the appropriate location for auto-import and processing by PSI:Capture.

For inquiries on Sharp MFP Panel Integration please contact sales@upflow.com.au team.

Training dates for 2014 for PSI:Capture and PSI Fusion have been released

Upflow is pleased to offer its Resellers and Customers a range of different training options. From customised implementation training to full certification on the platform (see more details below) we can ensure you have the skills to maximise your investment in the platform.

Contact sales@upflow.com.au if you have a current training requirement.

We are running the following PSI:Capture and FileBound V6 training in 2014;

  1. PSI:Capture
  2. 24/25th of Feb, 19/20th of May, 18/19th of Aug and 17/18th of Nov.

  3. PSI:Fusion – Pre req. completed PSI:Capture training.
  4. 21st of May

  5. PSI:Capture – Advanced Invoice processing – Pre req. PSI:Capture training.
  6. 20/21 of Aug

  7. FileBound
  8. 26/27th of Feb, 22/23rd of May, 25/26th of Aug and 19/120th of Nov.

Each course is $950 per participant. There will only be limited spaces; complete the application form for training to ensure a spot.

Special Note: In conjunction with the Asia Partner Ambersoft we will be running PSI:Capture training in Kuala Lumpur, Malaysia on the 26th and 27th of Feb 2014. This course will be covering the basic and advance document types within the advanced capture engine – PSI:Capture. For more information or to join in to the training course please contact info@upflow.com.au directly for details.

PSI:Capture Training in Kuala Lumpur

In conjunction with the Asia Partner Ambersoft we will be running PSI:Capture training in Kuala Lumpur, Malaysia on the 26th and 27th of Feb 2014. This course will be covering the basic and advance document types within the advanced capture engine – PSI:Capture. For more information or to join in to the training course please contact info@upflow.com.au for details.

Version 5.0.1 Released

This release includes 20 Feature enhancements and also 3 new features. Please see the release notes on the Partner Portal or contact UpFlow for more information.

Main points are:

  • PSI:Capture now has both lookup and migration connectivity to Xero
  • Accounts payable and accounts receivable credit notes are now supported in the Xero migration.
  • A range of QA module changes
  • Text Migrations can now optionally insert Base-64 image encoding in the last column of the text file.