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Lightning Talks: Alfresco Share Evaluators (Predefined and Custom)

Customizing the Alfresco Share user interface may require actions/indicators based on something about the node to be actioned (property, state, type, etc). For example, you may only want to enable an action for a node if of a specific type. This can be achieved by using Evaluators. Alfresco provides a number of out of the box evaluators. Additionally, more robust evaluators can be created by extending the classes used to support the out of the box evaluators. In this Lightning Talk from ECM Architect Mike Wallach, the predefined evaluators will be described and a walk through of how to utilize some of the out of the box evaluators will be given. Additionally, an example of extending the base evaluator to create an evaluator for a custom condition will be presented.

New Video Presentation: Document Assembly

Each month at Zia Consulting we gather to present Lightning Talks–a series of 5-minute presentations on virtually any topic of interest to the group. This month Senior Solutions Engineer Jon Solove presented “Document Assembly” where he discussed how to automatically build documents utilizing boilerplate text, clause libraries, and metadata.

Slideshare Presentation: Breaking Down the Barriers of ECM Adoption

We recently exhibited at IFO’s FUSION 2014 Conference. During the event, EVP Pat Myers and SVP Phil Robinson gave a presentation entitled, “Breaking Down the Barriers to ECM Adoption.”

While true cost per invoice may vary significantly per organization, including differences in how this cost is calculated, virtually every report has shown this cost can be substantially reduced though invoice automation systems – up to 80% in some studies. So with the potential for such enormous cost savings, why hasn’t every company adopted an invoice automation system? In this presentation, we’ll examine the very real “why nots” that are barriers to adoption, and how to break them down. These objections include:

  • Inbound invoices come from a wide range of sources (paper, fax, email, electronic data interchange or EDI). There’s just not a system that fits for us.
  • Every invoice is different, and a system can’t possibly understand the variety of invoices we receive.
  • My business rules are just way too complex for any technology to address — including the validation of invoices against enterprise resource planning (ERP) data.
  • We have a unique or custom accounting system, so invoice automation can’t work for us.
  • I’m concerned this process will be a “black hole,” that I won’t be able to get visibility into where invoices stand and other analytical information.

View the Presentation Slides Now:

 

Video Demos: New Features in Ephesoft 3.1 Release

Ephesoft Smart Capture has a new release – Version 3.1. EVP and Capture Practice Lead Pat Myers from Zia Consulting walks through some of the new features of the release in this short demo video.

In the first segment, Pat walks through the some of the new Advanced Key Value Extraction rules, including:

  • Fuzzy Percentage
  • Case Sensitivity/Insensitivity
  • Setting pages and zones to search for values (first page, last page, right side, left side, and more)
  • Generating and testing regular expressions and selecting pre-populated expressions

In the second segment, Pat discusses the previous options for error alerting and logging, and shows the new emailing and downloading capabilities.

 

Case Study – ICE: Initial Consulting Engagements

case-study-bannerInitial Consulting Engagements (ICE) allow you to immediately get started with your ECM or Capture project, without the risk of a large up-front commitment. Our deliverables provide you with a clear understanding of the requirements, time, and cost of the project–giving you full information to decide on next steps.

Learn how our proven method of discovery, technical assessment, and project road mapping lead to successful project implementation for a leading technology company.

View Case Study

 

 

Zia’s Simple + Secure Back Office: AP Automation

For many organizations, their most critical corporate documents are associated with “back office” corporate functions. From Employee Records to M&A Documents, this content must be shared and stored securely, and content management systems must be integrated with business processes and business applications. To address this need, Zia Consulting has created the Simple + Secure Back Office, providing solutions for multiple departments including accounts payable.

Join Senior Solution Engineer Jon Solove for a quick demonstration of Zia’s AP Automation Solution, leveraging Ephesoft’s Intelligent Document Capture technology.

 

Video Demo: Building Dynamic Borrower Sites with Crafter Software

In this mortgage solutions demonstration, Principal Architect Gi Lee from Zia Consulting shows how to build dynamic borrower sites using Crafter Software. The solution was built as a module of the ZiaOne LAS (Loan Automation System), which utilizes Alfresco as a content hub–just as Crafter leverages Alfresco.

The demo starts with the borrower landing/login page that is fully customizable by an author. Gi shows how the page can be viewed on a computer screen, on an iPad, and on a mobile device thanks to Crafter’s innovative content preview tool.

Next, Gi logs into the site as a lender and shows how they would create new loans and upload files to the “mFolder”—Zia’s unique Mortgage Folder concept. Here he explains how uploading documents through the Crafter site will automatically load them into Alfresco using ZiaOne LAS. To show this process, Gi logs into his Alfresco instance and displays the thumbnail images of the documents he uploaded via Crafter. As documents are uploaded and enter Alfresco, they are automatically classified and metadata is extracted.

At the end of the demo, Gi explains some of the authoring tools available and shows how easy it is to quickly customize numerous elements with Crafter. “The great thing about Crafter is that you are not limited to only a handful of sites,” said Gi Lee. “You can have one, or you can have a million… the software will scale appropriately.”

PDF Download with Ephesoft using External Application Integration

by EVP and Co-Founder Pat Myers

POTY_medal-01I have heard several customer requests for Ephesoft to allow users to download or email a PDF from the review and validation screens. These requests have triggered an enhancement request that is planned for version 3.2 which is due out in late spring/early summer of 2014.

I’d like to answer the request to demonstrate how to extend out the functionality of Ephesoft by using the External Application Integration. External applications–custom web applications–can be exposed in the validation screen with some configuration. Ephesoft will create a one-time use token that can be used by the web application to verify that the request is coming from a trusted source. The web application will then be given the location of the batch instance information located in the Ephesoft system folder (the working folder) and the selected document ID.

For this example, a Spring web application was created to:

1. Validate the Ephesoft token
2. Parse the Batch XML file
3. Locate the selected document from the provided document ID
4. Create a PDF from the single page TIF files in the selected document
5. Create and display a URL to the user so they can download the file

The video shows you how it works.

Video Introduction: CORSET Design Pattern

This lightning talk by Zia Consulting’s Chief Architect Bindu Wavell is a quick introduction to the CORSET Content Management Design Pattern, originally delivered at the Alfresco Summit Boston 2013. More information on CORSET Design can be found in this post.

Creating Content by Templates in Alfresco

This lightning talk by Principal Solutions Engineer Gi Lee is a quick introduction to the “create document/folder by template” feature that is available in Alfresco Share, for the Alfresco One 4.2 release. This lightning talk will cover how to create and use document/folder templates, the Share configuration that is available and a quick demo on how to create new folder/document templates from Alfresco Share.