Technical FAQs

Question

Do you have sample code available?

Answer
  • Yes, we have two samples available to get you started quickly:
  1. An HTML page that uses the viewer via a <script> tag and CDN URL to display a PDF
  2. A React app which uses the viewer to display a PDF.
Question

When I try to install PrizmDoc Server on Windows, my username/password are rejected as incorrect. How can I troubleshoot this?

Answer

It’s possible that there is some problem with the account you’re trying to log in under.

First, make sure the server is in the same domain as the username you login with. For example, if you are logging in under abc.com\flastname, ensure that your server is also a part of the abc.com domain.

Second, do a “whoami” from the command prompt – verify the id that comes up is in the local admins group (Control Panel -> All Control Panel Items -> Administrative Tools -> Computer Management -> Local Users and Groups -> Groups -> Administrators). You need to be a local admin in order to install the product.

Third, if none of the above work, you can type the password into Notepad and copy from Notepad into the installer. Sometimes the installer has difficulties with text copied directly from web browsers. Copying from Notepad resolves this issue.

If none of the above work, then as a workaround, try creating a new local account: (Settings App -> Accounts -> Other People -> “Add someone else…” -> “I don’t have this person’s sign-in information” -> “Add a user without a Microsoft account”) You can then enter the new credentials you just created into the PrizmDoc installer. Once the services are running, you can change the login information back to the desired administrator account (Services -> Prizm (Double click) -> Log on -> This account). You’ll want to repeat this for all three services (Prizm, Prizm Application Services, and PrizmDemo).

Processing and archiving massive volumes of paper mail was historically a major challenge for ARAG. When ARAG updated their records system to a newer version, they reevaluated their processing and archiving software and decided to migrate their C/C++ document conversion solution, the VB indexing application, and client application to Java. This move would enable them to support infrastructure growth independent of hardware and operating system requirements. With more than 200 users and 20,000 pages scanned daily, ARAG sought a reliable Java SDK and Library to facilitate the process.

spreadsheet XLSX

 

Spreadsheets remain a standard tool for many organizations, and despite increasing adoption across cell-based competitors such as Google Sheets, Excel still owns the market. As noted by research firm Robert Half, while the use of XLSX formats is on a slow decline, almost 70 percent of finance firms say Excel remains their spreadsheet software of choice.

Fundamentally, this comes down to familiarity; 62 percent of users surveyed find this common format easy to use, making it their go-to option when entering financial data or performing quick calculations. The only problem with this is that this spreadsheet tool introduces significant security issues. According to recent Cisco data, 38 percent of the most prevalent, malicious file extensions use Microsoft Office file formats — including Word, PowerPoint, and Excel — to compromise corporate networks.

Accusoft is now offering a more secure, web-based solution for spreadsheet needs. PrizmDoc Cells offers a web-based spreadsheet viewing and editing alternative that makes it possible for independent software vendors (ISVs) to easily incorporate XLSX functions into corporate applications without increasing security risk. Here’s how the newest part of the PrizmDoc Suite can help companies streamline processes while maintaining security.


Web-Based Spreadsheet Security

Common spreadsheet practices come with significant risk. As noted by ZDNet, for example, a new malware group is using the Excel file format that creates malicious spreadsheets that bypass security scanners and — thanks in large part to their format familiarity — are opened by end-users. This creates a self-sustaining problem. With single-source spreadsheets still the norm for many financial firms, attackers just need to spoof corporate email addresses and attach familiar XLSX files to compromise corporate networks.

For ISVs, this presents an opportunity. The market needs a secure way to view and edit spreadsheets in-browser and they need to be able to control the way the formulas are viewed and manipulated. By delivering browser-based spreadsheet viewers and editors within their own applications, ISVs can streamline their clients’ processes while maintaining security and controlling data sharing. PrizmDoc Cells integrates with ISV’s applications to enable easy spreadsheet viewing and editing functions. This integration allows administrators to lock down spreadsheet access by making them read-only or disallowing downloads, while also permitting protected sharing so that users can perform calculations without compromising the original source.

 


Value-Added Version Control

Collaboration is critical for effective spreadsheet use, especially among highly regulated industries like finance. From sharing key data around lending, credit, or investment applications to completing profit and loss calculations, spreadsheets remain a staple of efficient and effective financial transactions.

As with any industry, version control is a challenge for any third-party file collaboration. As noted by Beta News, the still-popular process of downloading spreadsheets to end-user devices comes with multiple versioning issues, including:

  • Loss of Visibility When files are downloaded onto end-user devices, information security teams naturally lose sight of how information is used, changed, or shared. Not only does this make it impossible to deliver consistent version control, but it puts organizations at risk of regulatory non-compliance.
  • Data Discrepancies Once data is downloaded, it is instantly out-of-date. Replicated across multiple users, this scenario creates substantial subsets of data that are all slightly different and require significant analytical effort to create some semblance of reliable version control.

When an ISV integrates PrizmDoc Cells within their application, the functionality reduces version control challenges by allowing spreadsheet owners to remove visibility into underlying logic, such as proprietary business formulas or calculations, as required. It also eliminates the need for client-side installs or downloads, which adds another level of security for comprehensive version control.

 


Reducing Human Error in Spreadsheets

Errors remain a common spreadsheet concern. As noted by Computer Weekly, “Several research studies have found that up to 70% of spreadsheets contain errors which would result in serious miscalculations.” This creates both productivity and security risks. If calculations create inaccurate outputs, organizations may find themselves struggling to find the source of equation issues or computation concerns. If the problem persists, staff may share the affected spreadsheet in hopes of quickly finding a resolution, in turn potentially exposing documents to increased risk.

PrizmDoc Cells solves this problem with browser-based spreadsheet viewing and editing functionalities. Files display as they would in native applications but can be embedded across any website, CMS, intranet, or portal, allowing staff to securely view and manipulate spreadsheets based on permissions. While it’s impossible to eliminate the potential for formula or format issues, it’s imperative to keep data safe in a secure environment, and sharing these spreadsheets securely makes finding and solving any error more efficient.

 


A Secure Browser-Based Spreadsheet & XLSX Integration

Excel-based spreadsheets cannot stand up to the security and data sharing needs that companies need to scale. When it comes to sharing sensitive data and manipulating formulas, there is both complexity and corporate risk. Without the right permissions and controls in place, data could easily be misrepresented, costing the company revenue.

With PrizmDoc Cells, ISVs can provide the capabilities end-users need for secure spreadsheet viewing and editing. With the ability to independently import, edit, and export XLSX files, securely embed spreadsheet data anywhere, reduce error rates with secure collaboration, and streamline version control, it’s worth opening the door to new spreadsheets capabilities. Discover the next generation of spreadsheet solutions. Try PrizmDoc Cells today.

Question

I need to share a large file with Accusoft support. What should I do?

Answer

Accusoft FTP

EXISTING CUSTOMERS:

If you are an existing customer, you can access our server using any of the following with your current credentials:

Protocol URL Port
FTPS ftp.accusoft.com 21
SFTP ftp.accusoft.com 22
HTTPS https://ftp.accusoft.com 443

To access the server with FTPS/SFTP using a browser, you may need to install/enable a plugin or extension. To access using HTTPS, you would use the URL shown above. FTPS and SFTP are accessible using most any FTP Client (e.g. filezilla, WinSCP etc.) Windows 10 b1803 and newer have sftp.exe built-in. This is a command-line-only utility for transferring files using SFTP.

Share with us from your Cloud Storage

You can share your files with us through your choice of service. Here are some of our suggested options below:

Google Drive

Dropbox

OneDrive

OnTask form automation

 

So, thanks to a global pandemic, you’ve been forced into running your business remotely. Perhaps this is a scenario your company was prepared for. Far more likely, you’ve found yourself scrambling to move to a 100% remote workforce with little time to prepare. The good news is: no matter where you find yourself on the preparedness scale, it’s not too late to set your business up for success.

There’s a popular Chinese proverb that says: “The best time to plant a tree was 20 years ago. The second best time is now.” Basically, if you want success and growth in the future, the time to prepare your business for remote work is now, rather than wasting time wishing you’d taken action earlier.

So, where does one begin when remote work has been so suddenly forced upon you? Certainly, there are dozens of issues to consider when it comes to optimizing a remote workforce — too many for us to adequately address here. So, for now,  we’ll stick with what we know best — how to manage your documents and forms.


Why Automation and Digitization Is Critical

To begin with, if you’ve been operating with paper-based processes — entering data manually on forms, distributing and filing paper-based documents, or collecting in-person signatures — those days are over…at least for awhile. So, if automating and digitizing your paper-based processes was on your “nice to have” priority list, it’s probably time to move it into the “must-have” category, pronto.

When it comes to managing a remote workforce, there’s also the tiny issue of security. Simply put, digital files are generally easier to secure than paper documents. This is especially important when your employees are working from home, where you have less control over who has access to those documents. 

Scanning and sending documents via email also poses a potential security risk if the documents are lost or stolen in cyberspace. Not to mention the fact that your employees’ inboxes are likely flooded with messages, making it hard to keep track of and manage those documents effectively. 

Many business leaders also feel that automating your documents, forms, and processes can help your business better weather the storms of an economic recession, including the one we appear to be entering now. According to  Forbes, 63 percent of business leaders say that automation tools will help safeguard operations against economic downturn.


Automation Offers Long-Term Benefits to Business

Even when you’re back in your office, there are probably many processes you can implement now that will help streamline your business for the future. According to TotalProSource, implementing a well rounded digital automation software solution can benefit your business long-term,  in many different ways, by enabling you to:

  • Access and complete documents easily, from anywhere, whether using a mobile device on the road or working offline at home. 
  • Collaborate with team members no matter where they’re located, and eliminate manual processes. 
  • Collect information and signatures and put them to work on automated workflows.
  • Integrate with systems you already use to get the most ROI.

Choosing the Right Digitizing and Automation Solution

When it comes to your business, we know that a document isn’t just a document and a form isn’t just a form they’re both critical components of how your business operates. That’s why you must look for an automation solution that easily integrates with your existing systems to ensure you are getting the most productivity and ROI.  

In order to help your business succeed in this changing environment, you need a solution like Docubee, a process automation tool that simplifies the creation, routing, review, and approval of documents and forms. Not only will Docubee help optimize your business for a remote workforce, it will also help enhance your operations for the future by allowing you to:

  • Digitize your forms and document in minutes to collect the right information the first time and put it to work.
  • Route, revise, and approve documents with multiple collaborators.
  • Empower employees to build their own configurable workflow solutions.
  • Automate workflows that enable your team to work and collaborate more efficiently.
  • Create workflows to meet your unique needs and integrate with your CRM and other favorite tools, using a configurable, no-code workflow designer that puts you in control of the process.

Ultimately, by automating and digitizing your forms and documents, you’re not only setting up your remote workforce for success now, you’re also preparing your business to avoid disruption in the future anytime you, or any key team member is unable to make it to the office.

Question

What type of license should I be using?

Answer

Accusoft supports 3 primary license types: Evaluation, Toolkit, and Runtime licenses.

Evaluation License:

An Evaluation license is available upon download and will allow you to try our products and determine if they will suit your needs. Most downloads include free demo applications that demonstrate the core functionality of our product and will show you how to get up and running integrating Accusoft products with your solution. While the Evaluation license is free to download it does come with some restrictions. These restrictions may come in the form of water marked documents, pop-up dialogue boxes, or a time limit on the Evaluation license itself.

Toolkit License:

Should you decide that an Accusoft product is right for you, the next step should be to purchase one or more of our Toolkit licenses. Accusoft requires each developer using an Accusoft component to have a Toolkit license on their development machine. Once registered, the Toolkit license will unlock all restrictions of the Evaluation license. Please note, the Toolkit license is strictly to be used for development purposes, and when activated, it will be tied the specific development machine that it was registered on. Understandably, the occasion may arise where a Toolkit license needs to be moved from one development machine to another. In such a scenario, please contact sales@accusoft to see if this is feasible. For more information on how to register a Toolkit license on a development machine please see the ‘Toolkit Licensing’ section of your products Help documentation.

Runtime License:

Finally, once you have completed your solution and are ready for deployment, you will need to purchase a Runtime license. Accusoft offers 2 types of Runtime licenses. Most commonly, you will purchase an Automatically Reported Runtime (or Node-Locked) license, which requires a license for every machine your solution will be deployed to. It is very important to note that Runtime licenses are tied to the machine they are activated on and should not be used for development purposes. Doing so will quickly use up your Runtime licenses and cannot be refunded. For more information about how to activate an Automatically Reported Runtime license, please see the ‘Automatically Reported Runtime License’ section of your products Help documentation. In certain circumstances, Accusoft will issue a Manually Reported Runtime licenses that allow you to embed all of the licensing information directly into your application. These licenses are only distributed under certain circumstances and eligibility is determined by Accusoft sales. For more information on how to activate this type of license, please see the ‘Manually Reported Runtime License’ section of your products Help documentation.

distance learning system

College and university will look very different this fall. While some schools are making the leap back to on-campus learning, many are opting for hybrid educational models or hitting pause on the entire process to help limit COVID-19 concerns.  No matter the academic approach, however, post-secondary schools share a common challenge, finding a distance learning system or learning management system (LMS) that has all the functionality they need without the cost. Teachers, schools, and universities are all scrambling to find a tool that fits their needs especially during a time when nothing is certain. That’s where learning management systems can help bridge the gap, by offering secure document collaboration with unique features like viewing, annotation, commenting, redaction, and more.

Current Collaboration Issues

As noted by the Harvard Business Review, while the last-decade uptake of massive open online courses (MOOCs) offered the potential to displace face-to-face learning, COVID’s effect on e-learning was nowhere near student and staff expectations. Post-secondary schools have been forced to deploy MOOC-like frameworks at a frantic pace as they attempt to minimize learning disruption and ensure students have access to critical educational resources.

It’s one thing to implement collaborative and communicative solutions — it’s another to ensure these deployments are efficient and effective. While Zoom calls, text chats, and email chains offer some ability for staff and students to connect, they’re not enough in isolation. As a result, schools now face three key collaboration challenges:

  • Enhancing Student Engagement If students aren’t engaged, success isn’t possible. Schools need learning management systems that simplify engagement initiatives.
  • Ensuring Staff EfficacyIf staff spend all their time managing documents, they sacrifice student connection. Simplified document viewing, conversion, and editing tools help streamline this process and improve student outcomes.
  • Expanding Solution ScopeAs e-learning becomes common practice, schools need to ramp up solution scope. Here, process automation tools are critical to bridge the digital divide.

Potential Platform Pitfalls

While initial shifts to online and blended learning were given a measure of leeway as schools struggled to cope with the emerging impacts of a global pandemic, students and staff now want focused, functional online learning tools.

As noted by Inside Higher Ed, for example, while students are willing to be flexible, they also want assurances that their education will include regular communication opportunities with staff and classmates, and won’t sacrifice their career potential at the expense of an untested, rapidly-evolving educational model. Academic staff, meanwhile, need the ability to both engage with students and evaluate their work at a distance to ensure at-home learners enjoy the same advantages as their on-campus counterparts. 

Here, digital platforms offer both promise and potential pitfalls. For example, if document management tools can’t offer the flexibility and functionality required to easily convert, view, and edit multiple file types, time is wasted for both staff and students. Customization is also critical, since every school has specific processes around document formatting, grading, and user access.

In addition, concerns exist for schools making at least a partial return to on-site education. As student numbers ramp up, campuses must reduce the potential risk of virus transmission by eliminating as many common touch points as possible. Here, barcoded student ID cards already used by many schools offer built-in practical potential — but only if the right infrastructure exists to support these solutions at scale

The Learning Management System Answer

So how do universities and colleges support both hybrid and entirely e-learning approaches? It all comes down to content management — the combination of key solutions and services to both empower student success and reduce staff frustration. For post-secondary schools, essential tools include:

  • On-Demand Document ViewingWith students now required to submit work electronically for assessment and evaluation, instructors and administrators need on-demand document tools that let them easily view, add comments, and insert redactions across multiple file types.
  • Comprehensive File ConversionTo help standardize document management and storage, comprehensive file conversion is critical. By converting multiple file formats into searchable, scalable PDFs, schools can unify document management and ensure edits are only possible with specific permissions.
  • End-to-End Document AutomationThe sheer volume of information now processed by post-secondary schools — from organizational sign-up forms and healthcare waivers to loan applications and contact tracing documents — demands end-to-end document automation that ensures all forms are routed through the same, secure process for simplified security and storage.
  • Superior Barcode Support Barcodes not only help schools manage physical resources such as books, computers, and lab equipment but can also be leveraged on ID cards to support no-contact transactions in bookstores, food service establishments, and other campus facilities. As a result, schools need superior barcode support capable of quickly reading codes — even if they’ve been damaged or worn down thanks to continuous student use.

Blended learning strategies will remain part of post-secondary life for the foreseeable future. As a result, it’s critical to bolster both student and staff success with learning management solutions and distance learning systems capable of delivering both on-campus and off-site collaboration, communication, and connection. If you are looking to enhance your current learning management system or create an application that can help educators during these challenging times, contact us for a free consultation.

On July 23, 2021, Accusoft announced the latest update to SmartZone, its versatile data capture SDK for forms processing. The version 6.1 update expands the integration’s already robust language support for Optical Character Recognition (OCR) by adding 65 new languages, with a special emphasis on Central European, Cyrillic, Baltic, and Asian language groups.

“We have a strong customer base in North America with SmartZone, but we’ve received multiple customer requests to expand support to a global range of languages,” said Irina Tabac, Product Manager for Forms and Cloud APIs at Accusoft. “This update will help developers serve their international customers better and offer OCR support for new customers around the world.”

Newly supported languages include: 

  • Turkish
  • Malay
  • Russian
  • Polish
  • Greek
  • Chinese
  • Korean
  • Japanese
  • Thai
  • Vietnamese
  • And over 50 more…

SmartZone v6.1 also expands the SDK’s OCR capabilities to include full page recognition for forms processing. Now developers can give their forms processing applications the ability to capture data using targeted zonal recognition or by extracting text from the entire page.

Available as an individual SDK or as part of the FormSuite Collection, SmartZone’s data capture technology eliminates the need for manual data entry in forms workflows. To learn more about Accusoft’s SmartZone OCR/ICR SDK or download a trial for a first-hand look, please visit our website.

About Accusoft: 

Founded in 1991, Accusoft is a software development company specializing in content processing, conversion, and automation solutions. From out-of-the-box and configurable applications to APIs built for developers, Accusoft software enables users to solve their most complex workflow challenges and gain insights from content in any format, on any device. Backed by 40 patents, the company’s flagship products, including OnTask, PrizmDoc™ Viewer, and ImageGear, are designed to improve productivity, provide actionable data, and deliver results that matter. The Accusoft team is dedicated to continuous innovation through customer-centric product development, new version release, and a passion for understanding industry trends that drive consumer demand. Visit us at www.accusoft.com.

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OCR form

An automated forms processing solution can significantly improve accuracy and efficiency when it comes to managing large quantities of documents containing structured content. Whether an organization needs to digitize existing records or is continuously processing new documents within application workflows, having a versatile optical character recognition (OCR) component working to identify and extract text from multiple languages allows them to capture data more effectively.  Solid OCR form capture is critical.

Although a good OCR engine operates quickly and efficiently, the process of recognizing and extracting text is a highly complex undertaking that can be impacted by a variety of factors. Under optimal conditions, for example, the OCR component within Accusoft’s FormSuite can generate results quickly and accurately, with the ability to read several languages from around the world. However, if an application’s forms processing workflow is not set up efficiently or overlooks a few important considerations, recognition performance may suffer in terms of speed and accuracy.

6 Ways to Achieve the Best Results with the Accusoft OCR Component in FormSuite

 

1. Pay Attention to Image Resolution

As a general rule, OCR components should be provided with high resolution images so the recognition engine is able to distinguish the details that would otherwise be missed on low resolution images. This helps them to recognize the differences between “l” and “i” or “O” and “0” (zero), which results in better, more accurate results.

However, there could be a problem if the image resolution is too high. These images require much more time to process without delivering any benefits since the required letter properties are clearly distinguishable in a lower resolution.

To strike a balance between speed and accuracy, it’s better to scan all images in a 150-400 dots-per-pixel range. This allows the recognition engine to identify all possible letter properties and avoid being bogged down with analyzing a lot of data at the same time.

2. Don’t Lose Image Properties While Preparing to Recognize

To achieve the best results, it’s important to provide the recognition engine with a few helpful hints. In some cases, resolution properties may be lost while an image is being prepared for recognition, leading to worse than expected results. This happens most frequently when working with System.Drawing.Image or SystemDrawing.Bitmap classes directly during operations like clipping, merging, or reducing the bit depth. 

In this case, the best solution is to make sure that HorizontalResolution and VerticalResolution properties are set correctly and reflect initial image resolution values. The ScanFix component within FormSuite can perform this task automatically and is designed to be compatible with the OCR component to help achieve better recognition results.

3. Clean Up Underlined Text Before Recognition

Specks, dirt, and other imperfections within the source image can significantly reduce recognition quality. Sometimes, however, even a seemingly good image can be recognized incorrectly when there are underlined words like URLs, emails, or specifically formatted generic text. 

From the software’s point of view, this kind of text isn’t very different from other types of image distortion. ScanFix’s LineRemovalOptions can clean up the text by eliminating lines that could interfere with recognition. The API also features special parameters that ensures characters with low hanging elements (such as “j” or “y”) will be restored after line removal to avoid another potential recognition problem.

4. Use Long-Living Objects to Avoid Recognition Performance Drop

Creating a new instance requires OCR engine initialization and loading neural network data suitable for specific recognition parameters. This process is not resource free because of the data complexity and may cause delays from ~200 msec to 2 sec depending on the hardware and recognition properties. 

Existing Accusoft OCR instances may be reused to recognize other images with different properties. This will speed up the overall process because initialization will be done only once during the first AnalyzeField call and subsequent calls will be much cheaper in terms of computing resources.

5. Assign Instances to Their Own Worker Threads

Objects are thread safe and can be called from different threads. However, assigning an object to its own thread can avoid extra locking. One of the simplest ways to do this is to use C# Parallel.ForEach loop and create ConcurrentQueue with the pre-allocated objects. 

This ensures that the number of threads will not exceed the number of available CPUs. Any available instance can then be automatically assigned to recognize the images in their own thread while extra possible threads will wait until busy instances will be free to acquire.

Other common patterns are producer-consumer and map-reduce, which are more complex to implement but provide better flexibility when managing input data.

6. Dispose Objects to Avoid Memory High Memory Consumption

This is a generic rule for the C# to call a Dispose for the objects which use non-managed resources. FormSuite’s OCR component uses an external recognition engine, so it is highly recommended to call Dispose when the instance will not be required anymore. This can avoid a situation where the memory will not be available for different parts of the application, especially when a high amount of data exists for post-processing or the amount of available memory is low because of the different processes running in parallel.

Get Accurate OCR Data Capture Results with FormSuite

When properly configured and incorporated into a forms processing workflow, the FormSuite OCR component can accelerate automated data capture and reduce manual errors. Its zonal field recognition capabilities allow it to hone in on predefined field types to improve processing speed and accuracy. Developers can also adjust confidence values for recognition results to determine how frequently manual review is necessary. 

To get a hands-on look at how FormSuite incorporates OCR seamlessly into its collection of forms processing tools, schedule a free trial today.

TOTVS Fluig, a leading business management systems provider, improved document viewing by integrating Accusoft’s PrizmDoc solution, addressing challenges with Microsoft Office files. PrizmDoc offered advanced features like text search and annotation. Transitioning to an Accusoft cloud environment ensured scalability and compliance. With PrizmDoc, TOTVS Fluig efficiently handles millions of viewing requests, focusing on core products while relying on Accusoft. Their partnership promises future growth and innovation.