Technical FAQs

Question

I have a PDF of a form that I’m sending to PrizmDoc to have it auto-detect, but PrizmDoc does not find any fields in the document. What would cause this?

Answer

Currently only PDF files with embedded AcroForms will be auto-detected. If the PDF document
has an embedded image of a form, PrizmDoc will not find any results from auto-detection.

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Question

Some of our users using Google Chrome have been reporting that PDF document loading and page rendering is extraordinarily slow. This is making the workflow unusable. What could have caused this issue to start occurring?

Answer

An issue was discovered in Google Chrome 71 that was causing this issue. The issue was resolved in Google Chrome 72 (released in Jan 2019).

If you are experiencing this PDF loading issue with PrizmDoc, and you are using the Google Chrome browser, please verify that you are using the latest stable version here:
https://www.google.com/chrome/

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Question

What file types are supported by Accusoft PDF Viewer?

Answer

The viewer currently supports only PDF file formats based on the PDF32000 specification. If you need more wide ranging document support our PrizmDoc Server platform can help!

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Question

I want to re-arrange the page order of a PDF. I’ve tried the following…

var page = imGearDocument.Pages[indx].Clone();

imGearDocument.Pages.RemoveAt(indx); //// Exception: "One or more pages are in use and could not be deleted."

imGearDocument.Pages.Insert(newIndx, page);

But an exception is thrown. Somehow, even though the page was cloned, the exception states that the page can’t be removed because it’s still in use.

What am I doing wrong here?

Answer

If you’re using an older version of ImageGear .NET, you may run into this exception when you clone the page. Some of the resources between the original and the clone are still shared, which is why this happens.

Starting with ImageGear .NET v24.8, this no longer happens, and the above code should work fine.

If you still need to use the earlier version, you can use the InsertPages method instead.

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Question

When loading PDF documents into PrizmDoc that contain embedded highlights, rather than appearing translucent, the highlights are appearing opaque and are covering the underlying text. Why is this happening?

Answer

Prior to version 13.4 of PrizmDoc, this was occurring due to limitations in web browsers. The SVG attribute comp-op="multiply" was not widely supported in modern browsers.

With PrizmDoc version 13.4, the way highlights were rendered was changed to resolve this issue.

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Question

Why is the viewer not rendering my PDF?

Answer

Please check the developer console of your web browser to troubleshoot issues with documents not rendering, our product will report all errors and debugging information there.

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Question

Where can I find the documentation for Accusoft PDF Viewer?

Answer

Our product documentation is located here.

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Question

What browsers are supported by Accusoft PDF Viewer?

Answer
  • Windows: All chromium based browsers such as Microsoft Edge and Google Chrome.
  • Mac: Safari
  • iOS: Native Safari Browser
  • Android: Native Chrome Browser
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Question

We are in the process of converting multiple Microsoft Office documents to PDF files and noticed a few PowerPoint files are returning the following:

“errorCode”: “CouldNotConvert”.

What could be causing this issue?

Answer

This issue can occur specifically with PowerPoint files when using PrizmDoc’s MSO feature or PrizmDoc Cloud. When a document is marked as final, it becomes non-editable and the MS Office API does not allow the document to be edited and returns “errorCode”: “CouldNotConvert”.

Currently the only work around is to open the PowerPoint file in its native application and remove the Mark as Final flag and save the file.

At the time of writing, there exists a pending feature request for the ability to remove this flag automatically. The feature request can be seen here.

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Question

When loading PDF documents into PrizmDoc that contain embedded highlights, rather than appearing translucent, the highlights are appearing opaque and are covering the underlying text. Why is this happening?

Answer

Prior to version 13.4 of PrizmDoc, this was occurring due to limitations in web browsers. The SVG attribute comp-op="multiply" was not widely supported in modern browsers.

With PrizmDoc version 13.4, the way highlights were rendered was changed to resolve this issue.

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Question

Why am I unable to see the full menu bar with annotation and eSignature options?

Answer

These features are part of our Professional version. If you would like to evaluate the full feature set, please submit a request for a trial key here.

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FinTech adoption continues to accelerate. According to Wealth Professional, almost 40 percent of finance firms now prioritize the adoption of FinTech frameworks, even as new-to-market startups disrupt the status quo. 

However, spending alone isn’t enough to deliver streamlined and scalable FinTech processes. As noted by David Linthicum, Chief Cloud Strategy Officer at Deloitte in a recent protocol piece, firms now face the challenge of creating “high-quality, repeatable data processes with the profusion of systems involved in generating data” while simultaneously integrating unstructured and semi-structured data sources into existing processes.

At the front lines of this fundamental framework change is digital documents and business process workflows. Let’s dive in, and look at some of the biggest frustrations facing the finance industry, the solutions they need to streamline digital processes, and how Accusoft’s ImageGear can help redefine digital document delivery.

FinTech Framework Challenges

By leveraging data-driven techniques and digital-first processes, Forbes notes that it’s possible for even startup firms to differentiate their service delivery and compete with huge financial brands — but only when digital document processes align with on-demand performance expectations. 

Consider common use cases such as loan origination, credit applications, or mortgage approvals. Many FinTech firms now target client pre-approval within 24 hours rather than the days or weeks required by traditional finance corporations. The problem? As digital document processes naturally scale, so does complexity, creating a practical paradox around three key challenges:

  • Speed — As noted above, many FinTech firms are looking to disrupt incumbent efforts by reducing approval times and increasing customer satisfaction. As the number and type of digital documents required for timely approval expands, disparate processes conspire to stifle speed. Consider a loan origination requiring identity verification, income confirmation, and current debt load documents for pre-approval, all of which are in different file formats, forcing firms to use multiple software solutions and slowing their progress.
  • Security — Cybersecurity and compliance are critical for FinTech firms to succeed, but both requirements come with rapid scaling complexity. For example, a recent FDIC document lists more than 200 types of Compliance Information and Document Request (CIDR) forms which must be customized for each financial use case. The result? Increased document processing volumes drives increased complexity and opens potential security gaps.
  • Consistency — Digital data consistency is critical to ensure accurate approvals and assess potential risks, but contrasting document processes create the ideal environment for human error. Despite best efforts on the part of employees, the more manual processes introduced into FinTech functions, the greater the chance of misplaced assets or data conversion mistakes.

Streamlined Structure Solutions

To bridge the gap between FinTech potential and fast-track document processes, companies need solutions that deliver four broad benefits:

  • Document Conversion — FinTech firms now face a diverse range of documents that often frustrate efforts to unify key data. Here, integrated conversion functionality is critical to ensure employees have the tools they need to quickly convert key documents without having to open multiple applications and manually move or manipulate data.
  • On-Demand Annotation — Speaking of data, it’s also essential for staff to collaborate on key documents, especially as many FinTech firms embrace the remote work revolution. Advanced annotation tools that allow asynchronous collaboration are essential to ensure employees always have access to the most current document version and administrators can easily determine who edited documents, when, and why.
  • Digital Compression — As digital documents become the de facto financial standard, storage space is at a premium. This is especially problematic for larger document types such as PDFs, which are often preferred by FinTech firms for the ability to easily control access, editing rights, and collaboration. Uncompressed, these PDFs can quickly overwhelm even enterprise storage systems, forcing companies to either spend more on cloud services or invest in bigger datacenters. Reducing PDF size both saves space and helps companies streamline document sharing.
  • PDF Manipulation — While read-only access makes PDFs ideal for FinTech firms that need to share specific information without introducing security risk, adjusting and editing these documents in-house often requires multiple applications and increased employee effort. Even more worrisome? Staff encountering functional limits may opt for free, online applications that could compromise document confidentiality.

Practical Process Performance

ImageGear is designed to help FinTech firms both overcome current frustrations and help future-proof financial frameworks by combining disparate document functions into a single-source application and improve overall performance. Standout features include:

  • Complete PDF Control — ImageGear provides a single-platform solution for PDF manipulation and control. Developers can easily integrate an SDK that enables application users to create, edit, view, and print PDFs from within the confines of existing applications, create searchable PDF documents, or flatten acroforms to remove file interactivity, all while automatically conforming to the PDF language standard.
  • Secure Signature Verification — Secure digital signatures now form a critical component of on-demand FinTech forms processing. If companies can’t accept and verify client signatures, they’re not able to deliver speedy approvals and meet evolving consumer expectations. ImageGear allows companies to ensure that electronic documents are authentic. It uses encryption to verify that the information  has not been altered and is coming from a trusted source.
  • Agile Annotations — Making changes to PDF files is easy with ImageGear. Staff can quickly add text, lines, hot spots, encryption, rich text, images, or even audio as needed to ensure documents are complete, accurate, and ready for approval.
  • Comprehensive Conversion Options — To deliver on the promise of FinTech performance, firms must be able to quickly and easily convert and combine multiple file types into a single PDF and convert PDFs as necessary into other file formats. ImageGear empowers developers to integrate a way for application users to quickly convert documents to PDF, create PDF/A files from raster images, and convert scanned pages into PDF searchable text using advanced optical character recognition (OCR). Annotations marks can also be converted as needed into XML files for enhanced auditability.
  • Substantial File Size Reduction — ImageGear enables file compression of up to 45 percent to save valuable storage space and utilizes automatic analysis to determine optimal compression operations for best-fit results.

Ready to embrace the future of FinTech and redefine digital document delivery at scale? Start your free trial of ImageGear today!

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