Technical FAQs

Question

My PrizmDoc Cloud hosted server is reporting as unlicensed even though the license lease file is being written to the S3 bucket, what could be causing this?

Answer

This issue can occur when using a single S3 bucket for both licensing files as well as additional document storage. When our cloud licensing module attempts to search for the expected lease file inside of this S3 bucket, it requests the list of objects in that directory. However, whenever there are more than 1,000 objects in this bucket, this call only returns a list of the first 1,000 objects.

If there are over 1,000 objects in the bucket, then this could cause the Licensing Service to not see the license lease file when it gets the list of files. The result is that no lease file is found, which in turn causes the service to go unlicensed.

The solution for this issue is to make sure the bucket you are using for licensing is only used for that purpose. Should you encounter this issue, try moving all other files out of the bucket. If that is not possible, you may need to contact Accusoft Support to request changing the bucket your license uses for licensing.

View Detail >
Question

We are trying to create new viewing packages, however, in the [prizmdoc_process] table we see the process is 100% complete. However, the error code field indicates an Internal Error.

The document does not display in the viewing session and gives a 480 error. The following error code is:

{errorCode: “ViewingPackageNotUsable”}

What might be the issue?

Answer

When creating viewing packages, the PrizmDoc Application Services (PAS) uses the PrizmDoc Server to do the conversion work. In order for the viewing package to be created successfully, the PrizmDoc Server needs to be licensed and healthy.

If you see an error “ViewingPackageNotUsable” this can be related to the PrizmDoc Server either not being healthy or specifically not being licensed.

To verify the PrizmDoc Server status and if it is licensed, you can run the following command on the PrizmDoc Server in a web browser:

http://localhost:18681/admin

View Detail >
Question

I know the coordinates and dimensions of the content I would like to highlight, but the highlight annotation only works on text. Is there a way to create an annotation that highlights a specific area of a document?

Answer

The best way to do this would be to create a yellow rectangle annotation with 50% opacity (these are the same default values used by the text highlight annotation). The code below demonstrates how to do this in the viewer:

//Create a new rectangle annotation
var rectangleMark = viewer.viewerControl.addMark(1,  PCCViewer.Mark.Type.RectangleAnnotation);
//Set the coordinates and dimensions of the annotation
rectangleMark.setRectangle({x: 100, y:  100,  width : 200, height: 200});
//Set fillcolor to yellow
rectangleMark.setFillColor("#FFFF00");
//Remove the border
rectangleMark.setBorderColor("transparent");
//Set opacity to 50%
rectangleMark.setOpacity(127);
View Detail >
Question

For ImageGear .NET, what are the feature differences between an OCR Standard license, an OCR Plus license, and an OCR Asian license?

https://www.accusoft.com/products/imagegear-collection/imagegear-dot-net/#pricing

Answer

ImageGear’s OCR library has three different functionality options that you can choose for your website or application. The primary difference between the three options is the output formats created by the OCR engine. The options for your development are as follows:

  1. OCR Standard:
    The standard edition creates output formats for Western languages such as English. The standard edition outputs text only files and generates a PDF. The file formats it includes are searchable text PDFs and text documents.

  2. OCR Plus:
    The standard plus edition creates formatted outputs for Western languages like English. The formatted output is created with recognition technology that identifies font detail, locates image zones, and recognizes table structure in order to create a representation of the original document. The file formats it includes are Word, Excel, HTML, searchable PDF, and text documents.

  3. OCR Asian:
    The Asian edition creates a formatted output for Asian languages like Chinese, Japanese, and Korean. This formatted output is created with the same recognition technology as the Standard Plus that identifies font detail, locates image zones, and recognizes table structure. It also creates a representation of the original file. Formats include Word, Excel, HTML, searchable PDF, and text documents.

View Detail >
Question

I am trying to retrieve documents and files to view in PrizmDoc Viewer. The files are located in a NAS device. The file server is available via an HTTP link but I would prefer not to use the HTTP put method.

Answer

A NAS device is short for Network Attached Storage. Typically, to access these devices would be no different than a shared network drive from a server.

You can setup Prizm Application Services (PAS) to point to a NAS device, if there are actual file shares set up on that device. Also, a key note to remember is that both PrizmDoc and PAS should be running with a domain id which has full access to that share so that the services can access the files when called.

For instance, you have a folder on the NAS device called PrizmFolders and it is shared with a network drive share of \mynasdevice\PrizmFolders. You can modify the pcc.win.yml file to point to that root folder by updating the document.path as outlined below. Keep in mind that the backslashes have to be escaped so you will need an extra backslash for each backslash in the path:

documents.path:"\\\\mynasdevice\\PrizmFolders"

Once this is done, when posting a viewing session through PAS, you can simply specify the subfolder\filename. For instance, if there was a folder called northregion and a file called metrics.pdf (\mynasdevice\PrizmFolders\northregion\metrics.pdf) you would be able to specify northregeion\metrics.pdf in the post command.

View Detail >
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.

View Detail >

FinTech covid stimulus

When President Joe Biden signed the $1.9 trillion American Rescue Plan Act relief package into law on March 11, 2021, millions of Americans looked forward to receiving a much-needed $1400 stimulus check from the government. Although many people would receive paper checks directly from the Internal Revenue Service (IRS), anyone who had previously filed their taxes electronically and had returns delivered to their bank accounts were eligible to receive their stimulus relief via direct deposit. The IRS set the date of March 17 for the delivery of stimulus funds, which would give sufficient time for payments to make their way through the complex Automated Clearing House (ACH) system used to transfer payments electronically.

FinTech Lenders to the Rescue

But on March 12, just one day after the landmark bill was signed into law, many FinTech banking customers received notifications that funds had already been delivered to their accounts. The digital banking startup Current bragged on Twitter that afternoon that it had already distributed $600 million to 250,000 customers. On March 15, the FinTech lender Chime announced that it had paid about $3.5 billion to more than one million customers over the weekend. Chime had previously made headlines the previous spring when it advanced stimulus funds from the CARES Act to customers before the government actually made the money available.

Unsurprisingly, the announcements caused quite an uproar from customers at traditional banks that did not start releasing funds until the previously announced March 17 date. Despite many of the accusations leveled at these lenders, however, the discrepancy had nothing to do with banks deliberately withholding funds and everything to do with the unique business model of leading FinTech lenders.

In the case of Chime, for instance, the company frequently makes payment funds available to customers as soon as the transfer is initiated, rather than waiting for it to clear through the ACH. “I guess you could argue we’re taking a risk,” said Chime co-founder and CEO Chris Britt. “But we’ve been told by the Federal Reserve that the money is coming so we don’t think it’s that much of a risk.” 

Traditional banks were quick to respond by saying that they could not make funds available before March 17 because that was the date set by the government for the money to actually be transferred. For FinTech companies with higher risk tolerance, the delay provided a unique opportunity to demonstrate the benefits of digital lending applications. During the first wave of stimulus checks in April of 2020, mobile banking app registrations increased by 200% over the previous month as Americans rushed to embrace various forms of digital banking.

The Flexible Features of FinTech Applications

Part of the reason why FinTech lenders are willing to offer more generous services to customers is that they often assess risk differently than traditional banks. Armed with sophisticated algorithms and data capture tools, FinTech applications are able to gather more information about customers and lending sources to create a more accurate risk profile.

Over the last two decades, FinTech developers have worked hard to build the digital platforms that innovative firms are using to offer these services. These software solutions need to be flexible enough to process information quickly and provide essential functionality that helps both FinTech firms and their customers to view and share information quickly and easily.

Forms Processing

Structured forms are an essential tool of the financial services industry, whether it’s a loan application or an IRS tax form. The faster those forms can be processed, the more quickly firms can deliver money into the hands of their customers. That’s why FinTech developers need to make sure they’re incorporating the forms processing tools that make it easy to automate data capture. Given that the latest round of COVID stimulus funds are based upon tax return information, many customers will be scrambling to update their records as quickly as possible. By integrating the tools to process that data with haste, FinTech developers can help firms keep pace with the needs of their clients.

Easy Viewing

While FinTech developers are primarily building applications for lenders, they should always keep in mind that a solution that doesn’t provide a positive customer experience will have trouble catching on in a crowded marketplace. Today’s banking customers expect transparent and intuitive applications that allow them to quickly view their financial records and check the status of applications or loans. By building HTML5 viewing capabilities into their FinTech solutions, developers can help customers track the status and history of their finances, which is certainly a major concern as they monitor the status of their stimulus payments.

Interactive Tools

With all of the nuances surrounding COVID stimulus payments in the latest round of legislation, many customers will be turning to their FinTech lender to understand how much money they can expect to receive based on their eligibility. A well-designed spreadsheet may be able to provide this or similar information much more quickly than building a dedicated tool within an application, but downloading XLSX files can be a hassle for many people, especially for customers who primarily interact with their FinTech bank using a mobile device. By giving firms the ability to securely embed spreadsheets into their applications, developers can help them to quickly share tools and resources with customers, regardless of what kind of device they’re using.

Empowering the FinTech Future with Accusoft

Accusoft’s collection of SDK and API integrations allow FinTech developers to build a broad range of features into their applications to streamline processing and accelerate vital financial services. 

Our FormSuite forms SDK collection can automate form identification and OCR data capture to help FinTech applications maintain their speed advantage when it comes to processing applications and loans. For financial platforms that need comprehensive viewing functionality, PrizmDoc Viewer’s HTML5 viewing, annotation, and redaction capabilities can turn any platform into a powerful document viewer that helps users handle most of their financial business purely through their FinTech application. 

And when it comes to embedding interactive spreadsheets to provide quick reference and calculations for various services, PrizmDoc Cells allows developers to bypass the difficult work of building that functionality from the ground up. To learn more about how Accusoft integrations are powering the next generation of FinTech applications, visit our financial services page and download our FinTech integrations fact sheet.

View Detail >

For many years, the legal industry proved resistant to the changes that were pushing other organizations toward digital transformation. Although the serious shocks of the 2008 financial crisis were not enough to spark a revolution in LegalTech automation, they did at least get many firms to start thinking differently about how they deployed technology. 

After enduring the disruption of the 2020 COVID-19 pandemic, firms are finally implementing the software applications that will help them to deliver legal services far more effectively. In order to understand what’s driving today’s LegalTech trends, it’s important to first recognize why changes that didn’t take place in 2008 are happening now.

Why 2020 Differs From 2008

The legal industry was not spared the impacts of the 2008 financial crisis. Rather than reassessing their fundamental business model, most firms reacted to the recession by laying off personnel. According to the National Association of Law Placement (NALP), nine percent of US associates lost their jobs over a nine month period between 2009 and 2010. 

While this strategy managed to protect profits in the short term, it had a negative impact on their talent pipelines in the long run. More importantly, firms also had little immediate incentive to rethink their business processes. Reducing personnel and increasing rates allowed them to meet their immediate revenue goals, and the basic structure of delivering legal services remained mostly unchanged. And, to be fair, many LegalTech automation platforms were not yet mature enough at that time to deliver clear value, especially when compared to the costs of implementation. 

The COVID-19 pandemic, however, has presented firms with a very different set of conditions. Almost every sector was impacted and it was not immediately clear how long the disruption would last. Social distancing requirements made it all but impossible for attorneys to meet with clients in person. After the initial wave of salary cuts and furloughs, firms were forced to think about how they could continue to deliver services in the midst of a pandemic.

Customer expectations have also changed dramatically since 2008. Legal clients expect faster, more efficient services delivered at a competitive price point. In order to grow revenue beyond 2020, firms will need to reorient themselves to do more with less, adopting the technology infrastructure that allows them to build more efficient processes and automate low value tasks so partners and associates can focus on other areas.

Post-2020 LegalTech Trends

Historically, the business model of most legal firms focused on immediate priorities and a reactive demand model that proved resistant to automation and efficiency. Since firms tend to look to metrics like PEP (Profit per Partner) to judge the health of the business, investing in process-oriented technology that would enable support staff to work more efficiently was rarely appealing. That’s because such investments would eat into short-term profits without offering a clear benefit in the future. 

But those benefits had very real potential, especially for firms and legal departments willing to look at different, less partner-driven business models that put more emphasis on customer-centric services. The firms that made the difficult decision to invest in LegalTech automation early now find themselves in a better position to thrive in a post-2020 landscape than competitors who were slower to adopt.

While premier “big law” firms will likely continue to offer high-value legal work to clients that require more specialized, strategic services, other firms and departments will be in an ideal position to capitalize on the type of work that benefits more from LegalTech automation. Specifically, they can leverage technology to meet known demand, or the day-to-day low to mid-level legal services that many customers expect and budget for. This is the type of work where efficient processes and automation make it possible for firms to take on more work and quickly scale their operations. It’s also a more customer-centric approach that acknowledges the ability to deliver legal services swiftly and cost-effectively will be a tremendous competitive advantage in the years ahead.

A Second Chance at Digital Transformation

Moments of crisis and disruption typically provide organizations with the opportunity to innovate and rethink their approach to how they do business. The legal industry, however, largely failed to adapt significantly in the aftermath of the 2008 financial crisis. Firms were often unwilling to change their processes or invest in new technology solutions, which makes it even more vital for them to adapt in the wake of the COVID-19 pandemic.

In some respects, the industry is getting a second chance to undergo true digital transformation. Due to the unique circumstances of the 2020 downturn, there is every reason to expect that the demand for legal services will grow substantially in 2021 and beyond. From cases and contracts that could not be resolved during the pandemic to a broad range of lawsuits related to COVID-19, legal organizations will need to put the right digital tools in place to handle caseloads efficiently. 

Stay Ahead of LegalTech Trends with Accusoft Integrations

In order to keep pace with rapidly developing LegalTech trends, developers need to be able to build versatile and reliable software that they can bring to market quickly. Building innovative tools to facilitate contract negotiation and eDiscovery is challenging enough without also creating the content processing and conversion capabilities that facilitate them. That’s why LegalTech development teams under resource and time constraints frequently turn to specialized integrations that allow them to add essential features without pulling their attention away from their core area of focus. This helps them get their products to market faster to keep their customers ahead of the latest LegalTech trends.

Accusoft’s collection of powerful SDK and API integrations allows developers to build the features they need on their own terms. For instance, PrizmDoc Editor’s document assembly capabilities allow firms to automate the contract creation and editing process to minimize human error and boost efficiency. PrizmDoc Viewer’s conversion, annotation, and redaction features make it an ideal fit for eDiscovery workflows that require high levels of flexibility and security. And when it comes to managing different types of documents and files throughout the legal process, having an image processing SDK like ImageGear that can convert, compress, and OCR a broad range of file types can transform a LegalTech application into a content management powerhouse.

To learn more about how Accusoft’s collection of processing solutions can help your team meet today’s LegalTech automation challenges, talk to one of our industry specialists.

View Detail >

FinTech investment solutions

The world of investment technology moves almost as quickly as the investment markets themselves. Without the right FinTech tools, today’s individual investors are likely to be left behind the latest financial trends. That’s why FinTech investment solutions are once again becoming a major point of emphasis for developers looking to expand access to key financial services.

The History and Impact of FinTech Investment Solutions

As a subset of the FinTech industry, “invest-tech” is sometimes used to refer to a wave of innovative investment management technologies that are helping to connect aspiring investors to the information and financial services they need to capitalize on new opportunities. Like many other FinTech applications, investment software tools have played a pivotal role in expanding access to financial markets and helping consumers take direct control of their investment decisions.

Much of the early FinTech investment market was driven by “robo-advisor” services that used sophisticated algorithms to provide customers with investment guidance. The boom reached its peak in the mid-2010s, with a record 81 new invest-tech solutions hitting the market in 2014. Since then, the number of launches has dwindled as established incumbents in the financial services sector moved in to acquire some of the most promising firms.

In many instances, those acquisitions were made to expand existing digital capabilities or to secure a new base of established investment customers. Since the typical FinTech investment user was younger and possessed fewer assets, the profit margins for many start-ups were simply too low and the costs of customer acquisition too high. This dynamic has gradually shifted the industry’s focus toward the B2B market, although crowdsourced investment platforms remain quite popular among many retail investors. 

The Current State of FinTech Investment Technology

FinTech investment platforms roared back into the public consciousness following the COVID-19 pandemic as the combination of work-from-home mandates and accumulated savings caused a rise in retail investment. Individual investors made up 19.5 percent of stock market activity in the first half of 2020, an increase of nearly five percent from the previous year. On a particularly busy day of trading, individual investors constitute a whopping 25 percent of market activity.

Thanks to mobile FinTech apps from startups and established players in the financial services industry, more people than ever before have access to investment opportunities, which has caused significant disruption to the market. The controversial rush on GameStop stock in early 2021, for instance, demonstrated just how much impact easy-to-access these platforms could have on investment trends.

This resurgence in retail investment could very well spark another wave of interest in FinTech investment apps, especially from established firms looking to expand their digital capabilities and capitalize on the growing market.

Enhancing the FinTech Investment Experience

For developers building the latest iterations of FinTech applications, there are a few key features worth focusing on to deliver a better investment experience. 

Sharing Data and Portfolios

While being able to access investment portfolio data on demand is valuable, customers are understandably concerned about the security of that data. Whether they’re building a retail investment app or a managed digital vault, developers need to provide a way of viewing private information securely. This is especially critical for digital documents. Relying on an external application for viewing or even just using the default browser viewer could potentially expose information to unauthorized users. By integrating secure, native viewing features, developers can ensure that investment portfolio data remains within a protected application environment.

Protecting Proprietary Research

One of the key benefits of working with an investment firm is having access to their market research when making financial decisions. In many cases, financial projections are calculated using proprietary formulas embedded within spreadsheets. Unfortunately, spreadsheets pose a number of security and compatibility problems. Even if a workbook is shared securely, there’s often little to stop someone from copying the proprietary formulas embedded within the cells and using it for other purposes. FinTech developers need ways to make those spreadsheets available without also compromising the valuable formulas developed over years of painstaking research.

Improving Data Capture

Making the right investment is all about having the right information. That data could come from a variety of sources, and in many instances it will need to be collected and analyzed before it can be of any use. Automating the data capture process can help to get that information into a customer’s hands faster. For example, customer information can be updated quickly by automatically extracting data from structured forms like tax filings. Scanned documents can also be converted into searchable PDFs using Optical Character Recognition (OCR), which makes it easier for AI-powered tools to sift through data in search of trends and potential opportunities.

Choosing the Right FinTech Investment Integrations

Building a successful FinTech application requires developers to build innovative tools that set them apart from the competition while also implementing everyday functionality that often lies outside their experience or expertise. Features like document viewing, annotation, and file conversion may be integral components of their platform, but take both time and development resources to build from scratch. By turning to SDKs and APIs, developers can quickly roll out new features without detracting from their primary software development goals.

Accusoft has been working with FinTech investment platforms for many years, helping developers to build powerful InsureTech applications without sacrificing the viewing and image processing technology that customers expect.

  • PrizmDoc Viewer: Adds secure HTML5 viewing, annotation, conversion, and redaction capabilities to web-based applications, allowing developers to control every aspect of the viewing experience without compromising privacy.
  • PrizmDoc Cells: Provides full XLSX support for applications, making it possible to securely upload and share Excel workbooks without exposing the source file or allowing users to access and copy proprietary formulas.
  • FormSuite: A versatile forms SDK that allows developers to add form template identification and data extraction to their application, making it easier than ever to automate and streamline workflows.
  • ImageGear: In addition to conversion and compression tools, it also provides full-page OCR for converting scanned documents into searchable text.

Learn more about how Accusoft is helping FinTech developers to drive the next generation of investment technology platforms.

 

View Detail >
Question

If I upload an HTML document to PrizmDoc that has image tags in it, will those images be rendered in the Viewer or will only the text be displayed?

What if the image tags are referencing local images?

Answer

When loading an HTML file, PrizmDoc will render image tags that are sourced from publicly accessible URLs. The relative links may not render though, as it’s likely that the source will not be found.

In PrizmDoc 13.2, a server-side configuration option called:

security.htmlRendering.blockExternalContent

was introduced to control whether or not externally-referenced HTML content will be blocked.

See the release notes for more information.

View Detail >

Next Evolution in Intelligent Contract Automation Redefines How Businesses Create, Manage, Sign, and Track Digital Contracts

TAMPA, Fla. November 29, 2023 – OnTask, a leader in contract automation and eSignature collection, has announced it has rebranded as Docubee. With a redefined product platform and focus on intelligent contract automation, Docubee provides an unparalleled customer experience and streamlines the entire contract lifecycle, including the way businesses create, manage, sign, and track digital contracts.

“The new Docubee brand will allow us to grow with a friendlier and more engaging identity that resonates with our customers and more clearly articulates how we can solve problems for our clients and community,” said Megan Brooks, Chief Operating Officer of Accusoft who oversees product brands such as OnTask, and now Docubee. “The customer-focused personality of Docubee will also play out as we refine our product offerings to further support our clients and improve the user experience.”

Docubee is built on a foundation of innovation. The past six years leading up to the rebrand have centered upon the development of award-winning contract automation solutions that leverage cutting-edge technology such as artificial intelligence (AI), conditional logic, and top-notch security to streamline contract-related tasks.

That foundation, combined with refinements of its multifaceted contract automation solutions, has set the course for Docubee to address customer needs moving forward.

The refined Docubee platform offers five core solutions:

  • Gather: Collecting information to incorporate into contracts and agreements.
  • Generate: Creating contracts swiftly through templates, AI, or by creating and editing from scratch.
  • Share: Routing contracts seamlessly for editing, review, and approval.
  • Sign: Capturing secure, compliant, and legally binding signatures on any device.
  • Integrate: Connecting to the systems teams use daily, or building Docubee’s tools into native applications using APIs.

The brand has seen tremendous growth in recent years with the launch of innovative tools like (AI) document generation, eSignature APIs, and workflow tools, as well as marquee partnerships like with legal case management software leader SmartAdvocate.

“We anticipate extensive growth within these specialized areas,” said Brooks. “The time is right to align with our customers, invest in this platform, form new partnerships, and enhance our service.”

Docubee is a SaaS technology product of Tampa-based software company Accusoft, a technology industry leader with a 30-year track record. Accusoft is recognized for its software technologies that are designed to solve complex workflow challenges, improve productivity, provide actionable data, and deliver results that matter.

For more information about Docubee and to explore the future of contract automation, visit www.Docubee.app.

About Docubee

Docubee, an Accusoft brand, is an intelligent contract automation platform that lets businesses create, manage, sign, and track digital contracts in one secure platform. Docubee powers contracts by enabling users to gather vital customer data, create contracts using tools like generative AI or pre-built templates, and connect pieces of the process with dynamic workflows. Users can integrate Docubee with their existing site or platform via the API or connect to thousands of apps and CRMs using native and webhook-powered integrations. For more information, visit docubee.com

###

View Detail >