Technical FAQs

Question

After searching a document, an error icon appears in the search results panel. Clicking on it displays the following error message: “x page(s) cannot be searched.” Why does this occur and how can I find out which specific pages couldn’t be searched?

Answer

When the PrizmDoc Viewer text-service cannot find any text for a given page in the document, it provides an array of all the pages without text in the response from searchTask results.

In short, the document is fine and simply contains pages without text. If you look at the pagesWithoutText array contained within the response data from searchTasks, you’ll see something like this:

[0, 1, 7, 17, 43, 45, 65, 67, 77, 79,…]

The values reported are pages that do not contain any text but instead are either blank or contain an image. This data can then be used to inform the user of how many pages are not searchable.

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Question

After searching a document, an error icon appears in the search results panel. Clicking on it displays the following error message: “x page(s) cannot be searched.” Why does this occur and how can I find out which specific pages couldn’t be searched?

Answer

When the PrizmDoc Viewer text-service cannot find any text for a given page in the document, it provides an array of all the pages without text in the response from searchTask results.

In short, the document is fine and simply contains pages without text. If you look at the pagesWithoutText array contained within the response data from searchTasks, you’ll see something like this:

[0, 1, 7, 17, 43, 45, 65, 67, 77, 79,…]

The values reported are pages that do not contain any text but instead are either blank or contain an image. This data can then be used to inform the user of how many pages are not searchable.

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In the finance industry, managing and securing Personally Identifiable Information (PII) is a task of paramount importance, given the stringent regulatory landscape and the vast volumes of sensitive customer data handled daily. The introduction of Artificial Intelligence (AI) in financial content management systems is a game-changer, offering a more efficient, secure, and compliant way of handling PII.

By utilizing AI-powered integrations, Independent Software Vendors (ISVs) and large financial institutions developing in-house solutions can transform the way their applications protect private information in the finance sector.

Tackling Regulatory Compliance with AI

The finance sector operates under a complex regulatory framework with compliance standards specifically tailored to the protection of PII. Traditional manual approaches to adhering to these regulations are not only time-consuming but also fraught with the potential for human error.

AI steps in as a crucial tool for ensuring compliance. By automating the process of compliance checks, AI reduces manual workload and minimizes the risk of non-compliance, thereby safeguarding financial institutions against potential legal and financial penalties.

Managing Massive Data Volumes

Financial institutions are custodians of enormous volumes of customer data. Manually identifying and securing every piece of PII in this vast data ocean is an uphill task.

Here, AI becomes indispensable. With its capacity to process and analyze large datasets efficiently, AI, through machine learning algorithms, can swiftly identify and categorize PII. This provides a scalable and accurate solution to manage and protect large volumes of financial data.

Securing PII in Complex Ecosystems

The finance industry relies on intricate, interconnected systems, with PII often being shared among various entities. Ensuring the security of this data across such a multifaceted ecosystem is challenging.

AI technologies offer a unified approach to PII protection. By implementing consistent security protocols across various financial systems, AI ensures a holistic and integrated strategy to safeguard sensitive information.

Introducing PrizmDoc’s AI Capabilities in Finance

As the finance industry evolves, it’s crucial to introduce innovative solutions like PrizmDoc’s new AI capabilities. Combined with PrizmDoc’s industry-leading redaction features, these tools stand at the forefront for identifying and flagging sensitive PII within financial documents allowing for streamlined reviewing and redaction before sharing documents with other departments.

User-Friendly Functionality

PrizmDoc’s AI functionalities are accessible via APIs, allowing for the creation of workflow automations that are both efficient and secure. Additionally, user interface tools extend AI functionality to end users, making it a practical tool in everyday financial operations.

Streamlined Workflows

Incorporating PrizmDoc’s AI into financial content management systems transforms the landscape of financial operations. This technology streamlines workflows, significantly reducing operational bottlenecks and paving the way for faster and more effective decision-making processes. Additionally, it significantly improves the efficiency of handling and managing financial documents.

Enhanced Security

A key aspect of PrizmDoc’s AI is its enhancement of data security, a critical factor in protecting sensitive customer information. This integration plays a pivotal role in ensuring improved compliance with regulatory standards, a vital requirement in the finance sector. Above all, it elevates the overall quality and reliability of financial services.

PrizmDoc AI Redaction Keeps PII Secure for Financial Applications 

The integration of AI in financial content management systems, especially with advanced tools like PrizmDoc, marks a substantial stride towards more efficient, secure, and compliant financial practices. As technological advancements continue at a rapid pace, the role of AI in reshaping the future of financial data management is becoming increasingly prominent and indispensable. By incorporating PrizmDoc’s AI capabilities into their FinTech applications, developers can offer end users the ability to manage documents more efficiently without putting PII at risk.

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Question

When printing non-standard size raster images with PrizmDoc they can sometimes become cutoff if too tall or wide. How can I correctly print a non-standard size raster image with PrizmDoc?

Answer

(This explanation is done for a tall portrait image, but can be altered to work for a wide landscape image by flipping the width and height.)

To do this, you have to add a custom paper size to viewerCustomization.js and specify a smaller width so that there is enough room to fit the height of the image on a single page.

To find the correct width value so that the image will fit on a single page, you will need to do some math. In this example, we’ll use an image that is 1305×2823. In this case, the width is 46.2% of the height. If you want to print onto 8.5×11 inch paper, then the width you want to set for your new custom paper size is 11*0.462, which comes out to 5.082.

So now that you have the width, you need to create the new custom paper size. In viewerCustomization.js in the templates section, find the "print" template and add the following code where the other printing paper sizes are located.

/*custom */
.portrait .custom.page { width: 5.082in; height: 11in; margin: 0 auto !important; }
.portrait .custom.pageIE { width: 9.5in; height: 9.5in; margin: 0 auto !important; }
.portrait .custom.pageSafari { width: 8.9in; height: 8.9in; margin: 0 auto !important; }
.portrait .custom.nomargins { width: 11in !important; height: 11in !important; }

/* even without margins, Safari enforces the printer's non-printable area */
.portrait .custom.nomargins.pageSafari { width: 9.32in !important; height: 9.32in !important; }

.landscape .custom.page { height: 5.082in; width: 11in; margin: 0 auto !important; }
.landscape .custom.pageIE { height: 9.05in; width: 9.05in; margin: 0 auto !important; }
.landscape .custom.pageSafari { height: 8.4in; width: 8.4in; margin: 0 auto !important; }
.landscape .custom.nomargins { height: 11in !important; width: 11in !important; }
.landscape .custom.nomargins.pageSafari { height: 9.32in !important; width: 9.32in !important; }
/*custom end*/

As you can see, the width for .portrait .custom.page was set to 5.082in, and the height set to 11in. This will scale the 1305×2823 image to fit on a single 8.5×11 page when printing. By flipping the values and setting them in .landscape you would be able to print a 2823×1305 image on a single landscape page. (Just to note, I only edited the values for .custom.page for portrait and landscape. The others would most likely need to be changed.)

Next you need to add an option for your new paper size to the "paperSize" selection tag in the "printOverlay" section of templates in viewerCustomization.js. Your select tag should end up looking something like this:

<select data-pcc-select="paperSize" class="pcc-print-select">
    <!-- US and International-->
    <option value="letter"><%= paperSizes.letter %></option>
    <option value="legal"><%= paperSizes.legal %></option>
    <option value="tabloid"><%= paperSizes.tabloid %></option>
    <option value="foolscap"><%= paperSizes.foolscap %></option>
    <!-- A formats-->
    <option value="a3"><%= paperSizes.a3 %></option>
    <option value="a4"><%= paperSizes.a4 %></option>
    <option value="a5"><%= paperSizes.a5 %></option>
    <!-- Architectural-->
    <option value="a6"><%= paperSizes.a6 %></option>
    <option value="a"><%= paperSizes.a %></option>
    <option value="b"><%= paperSizes.b %></option>
    <option value="c"><%= paperSizes.c %></option>
    <option value="d"><%= paperSizes.d %></option>
    <option value="e"><%= paperSizes.e %></option>
    <option value="e1"><%= paperSizes.e1 %></option>
        
    <option value="custom">Custom</option>
</select>

The new print option should now appear in the PrizmDoc print settings when selecting a paper size, and it should print the image on a single page.

One thing to note is that you will have to do this for each differently sized image. If you are unsure of the size of uploaded documents, this solution will most likely not be usable.

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To comply with federal anti-money laundering/anti-terrorist laws and regulations, the USPS analyzes images of cleared postal money orders to detect possible suspicious activity. Because there are no required standards for the image formats, when the Federal Reserve initiates the digital process and issues the electronic image of the money order, the USPS must be able to read the multiple formats as well as convert the files to a standard format for analysis. Each money order is made up of two images, one each for the front and back. 

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Since they first rolled out in supermarkets in the 1970s, barcodes and barcode scanners have become essential tools in today’s globalized economy. No longer confined to retail shelves and supplier warehouses, barcodes are used across multiple industries to streamline operations and improve data accuracy. Given their continued importance, it’s helpful for developers to keep the key advantages of barcodes in mind as they build applications that could benefit from them.

Four Key Barcode Benefits

1. Efficiency

Since scanning a barcode automatically enters a large amount of data into a system, they are incredibly valuable for streamlining recordkeeping and improving efficiency. Modern supply chain and inventory management simply would not be possible without the use of barcodes. Rather than manually entering inventory and shipment data for every item into a system, employees can simply scan entire pallets, crates, and even shipping containers to instantly know what contents they contain inside. Given the sheer scale of products moving through a supply chain, barcodes allow companies to automate a key process to save time and money even as they scale operations. Barcode scanners can also streamline onboarding and training since it takes much less time to teach someone to use a scanner than to manually enter data.

2. Error Reduction

Manual data entry is notorious for its high levels of human error. According to research conducted over several decades, even workplaces with the best performance measures in place see human error rates of five to ten failures in every hundred opportunities. That’s a lot of opportunities for things to go wrong, whether it takes the form of inverted characters, skipped lines, misreadings, illegible markings, or faulty keystrokes. Even worse, once an error occurs, it will often be reproduced across a system, making it very difficult to locate and remediate the original mistake. According to one estimate, errors resulting in bad data cost businesses more than $600 billion each year. Scanning a barcode, by contrast, completely automates the data entry process and significantly reduces the risks associated with manual errors. Information encoded into a barcode will be reproduced accurately each and every time the image is scanned to ensure consistency across systems.

3. Tracking

Each time a barcode is scanned, it creates another step in a data trail that can be easily referenced to locate items and events. This allows businesses to greatly improve real-time visibility into their operations. From identifying a shipment’s most recent location or determining whether or not a patient picked up their prescription from a pharmacy, barcodes help organizations and customers alike to track down information quickly and accurately. By improving visibility throughout their systems, companies can deliver a better customer experience that builds trust and prioritizes transparency. Since barcodes are easy to create and print, they can be added to almost any type of business process to streamline productivity and track essential activities.

4. Data Collection

Today’s organizations rely heavily upon data analytics to formulate their business strategy and make key decisions. The more data they have available to them, the more nuanced and accurate their analysis will be. Barcodes play a critical role in data collection strategies. Not only are they used to gather information about inventory, supply chain, and sales activity, but the latest generation of QR codes (a common form of 2d barcode) are also being deployed to learn more about customer behavior and preferences. Thanks to real-time QR code tracking, companies can see how many times the barcode is scanned, where it was scanned, and what devices were used to scan it. Gathering more extensive barcode data provides a more detailed picture of what’s actually happening “on the ground” throughout an organization and in the market. By eliminating conjecture and guesswork, businesses can make much more informed decisions that will help them to sustainably scale operations and capitalize on opportunities.

Barcode Use Cases by Industry

Although most commonly associated with retail and logistics, barcode scanners are deployed across many industries to improve efficiency and accuracy. Here are a few of the most common use cases:

  • Education: From student ID cards to tracking school equipment, educational institutions utilize a variety of barcode types and barcode scanners to streamline operations.
  • Government: Federal, state, and local governments use barcode scanning to manage access to secure facilities, catalog physical assets, and organize records. The ability to quickly create barcodes is essential for agencies that need to catalog and track documents and materials.
  • Legal, Insurance, & Finance: Various forms of barcodes can be used to improve document management, making it easier to track and organize contracts, applications, and invoices as well as flag sensitive documents that require additional security precautions.
  • Healthcare: Barcodes have long been used to streamline hospital processes such as admitting patients and accessing patient records with a simple scan rather than a protracted (and error-prone) manual process. They are especially useful for managing medications and ensuring that critical prescription information like strength and dosage remains accurate and consistent.
  • Retail: A classic use case for barcode scanning, retailers use barcodes every day to manage their inventory, track sales, and reduce shrink. Handheld barcode scanners have made it easier than ever for them to process transactions, access product information, and locate products.
  • Supply Chain: Barcode scanning technology has helped to automate key elements of logistics across multiple industries. As companies continue to do business around the world, the ability to easily track shipments and provide information to customs authorities is more crucial than ever before.

Implementing Your Barcode Solution

Despite the clear benefits of barcodes, many applications lack the basic functionality necessary to read barcodes, much less write them. Luckily, integrating those features is easy to do with the help of a code-based SDK barcode toolkit like Accusoft’s Barcode Xpress. With support for more than 30 barcode types and the powerful image processing capabilities that can clean up and repair barcodes that are broken, damaged, or poorly printed, Barcode Xpress can enhance the functionality of barcode scanners or allow Windows and Linux-based systems to locate and read barcodes on documents. Capable of reading up to 1,000 pages per minute, Barcode Xpress can turn your application into a barcode scanning powerhouse. Visit our product overview to learn more about how Barcode Xpress can solve your application’s barcode scanning needs.  

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Question

Why do I still get the “Accusoft Licensing” popup after I have licensed my machine?

Answer

There are a few reasons why this might happen:

  1. You have licensed your machine with a runtime/deployment license and you are not calling the SetSolutionName and SetSolutionKey methods in your code. By default, Accusoft products will look for a license in the registry at this path: HKEY_LOCAL_MACHINE\SOFTWARE\Accusoft\Licensing\Accusoft. However, for runtime licenses, they are stored at HKEY_LOCAL_MACHINE\SOFTWARE\Accusoft\Licensing\YourSolutionName. So, when you call SetSolutionName, that tells your application to look in the correct directory to find the runtime license. You can find the necessary parameters for these methods on the customer portal customer portal.
  2.  You did not successfully install a license on your machine and the temporary license installed has expired. If you use the SLU (Server License Utility) or the LDK (License Deployment Kit) to license your machine and it fails, a temporary 14 day license will be placed on your machine. When that expires, you’ll no longer be able to use the product. If this happens, you’ll need to run the SLU or try using the LDK again. If that doesn’t work, you might want to try licensing your machine in offline mode.
  3.  You are trying to use a development license and you are calling SetSolutionName and SetSolutionKey in your code. You should only call SetSolutionName and SetSolutionKey in your code when you are deploying your application and using a deployment license. When you install a development license on your machine, it is placed into the registry at the following path: “HKEY_LOCAL_MACHINE\SOFTWARE\Accusoft\Licensing\Accusoft”. When you call SetSolutionName in your code, you are telling the control to look for a license at a different path: HKEY_LOCAL_MACHINE\SOFTWARE\Accusoft\Licensing\YourSolutionName. If you are calling SetSolutionName and SetSolutionKey while trying to use a developmentlicense, simply comment out those lines for now.
  4. The license information you’ve entered might be wrong. Check on the customer portal to make sure you’ve got the values parameters for the SetSolutionKey and SetSolutionNamecorrect.
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Question

Currently we are using PAS for viewing packages and it is pointed to our Accusoft Cloud subscription API key. PAS is installed locally and we store the viewing package artifacts in our S3 bucket. We are using 600 GB of storage on S3 for the viewing package artifacts we already have converted.

We would like to start using Accusoft’s Cloud PAS API to create viewing packages and no longer wish to host our own PAS and have the following questions:

  1. Is there a way we can migrate our current artifacts from our S3 bucket to Accusoft’s S3 bucket?

  2. Is there an additional charge for storing the artifacts at Accusoft?

  3. Is there a way to point the Cloud PAS to our existing S3 bucket?

Answer

Q: Is there a way we can migrate our current artifacts from our S3 bucket to Accusoft’s S3 bucket?

A: We do not currently offer an API for directly importing your existing viewing packages. However, you can re-create your viewing packages in PrizmDoc Cloud using the original source document.

Q: Is there an additional charge for storing the artifacts at Accusoft?

A: At this time there is no additional charge. However, this is
subject to change.

Q: Is there a way to point the Cloud PAS to our existing S3 bucket?

A: There is currently no setting available to configure your PrizmDoc Cloud account to use an S3 bucket which you own. If you use PrizmDoc Cloud, the storage is managed by Accusoft. If you need to own and manage the storage yourself, you’ll want to use your own Self-Hosted PAS.

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Question

We entered our S3 bucket name in the customer portal, but used a capital letter for the first character; however, the S3 bucket name is all lowercase in AWS (Amazon Web Services).
Will this cause an issue with starting the service?

Answer

Yes, the bucket name is case-sensitive and must be entered exactly the same as the S3 bucket is named in AWS (Amazon Web Services).

AWS recommends you do not use uppercase letters in your bucket name.

If you made the first character of the name uppercase in the Accusoft Customer Portal, then the service will fail to start.

You will need to contact your Account Manager or Accusoft Technical Support to have the license re-created so that you can re-enter the S3 bucket name properly.

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Question

Currently we are using PAS for viewing packages and it is pointed to our Accusoft Cloud subscription API key. PAS is installed locally and we store the viewing package artifacts in our S3 bucket. We are using 600 GB of storage on S3 for the viewing package artifacts we already have converted.

We would like to start using Accusoft’s Cloud PAS API to create viewing packages and no longer wish to host our own PAS and have the following questions:

  1. Is there a way we can migrate our current artifacts from our S3 bucket to Accusoft’s S3 bucket?
  2. Is there an additional charge for storing the artifacts at Accusoft?
  3. Is there a way to point the Cloud PAS to our existing S3 bucket?
Answer

Q: Is there a way we can migrate our current artifacts from our S3 bucket to Accusoft’s S3 bucket?

A: We do not currently offer an API for directly importing your existing viewing packages. However, you can re-create your viewing packages in PrizmDoc Cloud using the original source document.

Q: Is there an additional charge for storing the artifacts at Accusoft?

A: At this time there is no additional charge. However, this is
subject to change.

Q: Is there a way to point the Cloud PAS to our existing S3 bucket?

A: There is currently no setting available to configure your PrizmDoc Cloud account to use an S3 bucket which you own. If you use PrizmDoc Cloud, the storage is managed by Accusoft. If you need to own and manage the storage yourself, you’ll want to use your own Self-Hosted PAS.

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