Technical FAQs

Question

I have EML and MSG files that contain attachments. I want to combine the original EML/MSG document with each of its attachments into a single PDF. How can I do this?

Answer

To do this you are going to need to create a viewing session for the EML or MSG file. Once you’ve created the viewing session you can get the viewingSessionIds of the attachments. Once you have the viewingSessionIds you can get the workFile ID associated with each viewing session. With the workfile IDs you can use the Content Conversion Service (CCS) to combine the email with its attachments into a single PDF.

Use the following API requests to do this:

Create a new viewing session with:

POST {server_base_url}/PCCIS/V1/ViewingSession 

This will give you a viewingSessionId which will be used in future requests.

The body for this request will be JSON:

    {
        "render": {
            "html5": {
                "alwaysUseRaster": false
            }
        }
    }

Upload the document with:

PUT {server_base_url}/PCCIS/V1/ViewingSession/u{viewingSessionId}/SourceFile?FileExtension={extension} 

The request body must be bytes of the source document. Make sure to include the FileExtension or PrizmDoc won’t be able to detect the file as an EML or MSG file.

Poll for and get the viewingSessionIds of the attachments with: 

GET {server_base_url}/PCCIS/V1/ViewingSession/u{viewingSessionId}/Attachments

This will return the viewingSessionIds for each of the attachments.

Get the workfile ID for each of the viewing sessions with:

GET {server_base_url}/PCCIS/V1/ViewingSession/u{viewingSessionId}/FileId

You’ll need to get a fileId for each attachment’s viewingSession and the email’s viewingSession.

With those workfile IDs, you can use the Content Conversion Service (CCS) to combine each of the workfiles with:

POST {server_base_url}v2/contentConverters

The body for this request will be JSON and need to include the workfileId for each of the attachments and the email itself. The body would look like this:

    {
        "input": {
            "sources": [
                { 
                    "fileId": "{EmailWorkFileId}"
                },
                { 
                    "fileId": "{Attachment1WorkFileId}"
                },
                { 
                    "fileId": "{Attachment2WorkFileId}"
                }
                
            ],
            "dest": {
                "format": "pdf"
            }
        }
    }

This will return a processId that you can poll using:

GET /v2/contentConverters/{processId}

Once the process is complete, the request will return a results array that will contain the fileId of the final document.

You can get the final document that contains all the attachments and original EML/MSG file combined into a single PDF with:

GET /PCCIS/V1/WorkFile/{fileId}
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Question

We are using the Webforms Samples and want to know how to enable the “Always User Raster” feature. Which file needs to be modified and how should it be modified?

Answer

In order to enable the “Always Use Raster” option for our Webforms sample, you will need to do the following:

  • Modify the Default.aspx file
  • Update the Central Configuration file

How To:

  1. In the Sample, before modifying, make a backup of the following file for safekeeping:

\Prizm\Samples\dotnet\webforms\full-viewer-sample\Default.aspx

  1. In the original file, modify the code that is located close to line 115:

\Prizm\Samples\dotnet\webforms\full-viewer-sample\Default.aspx

Line to Replace:

} else {
        sessionData.source = getDocumentSource(query.document || '');
        }

Replace with:

} else {
        sessionData.source = getDocumentSource(query.document || '');
        sessionData.render = {
          html5: {
             alwaysUseRaster: true
          }
       };
}

  1. Next, to update the Central Configuration file you will need to stop the Prizm Services.

  2. Make a backup of the prizm\prizm-services-config.yml file.

  3. Edit the .yml file and remove the leading # for the following line and add true to the array so that it looks like the following:

viewing.sessionConstraints.render.alwaysUseRaster.allowedValues:
[true, false]

  1. Restart the Prizm Services.
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PrizmDoc Cloud API

Powerful patient portals are now essential for healthcare organizations to deliver high-quality care, even at a distance. Despite advancements around functionality, however, challenges remain. As noted by Healthcare Info Security, many healthcare providers still struggle with providing solutions to patients in an easily accessible portal that provides the security they require by law.

Here, HIPAA compliance is critical. Healthcare organizations need portal solutions that deliver valuable information without undermining regulatory requirements around data security and handling. Creating innovative, secure patient portals demands HIPAA-compliant tools that deliver advanced viewing and redaction tools while keeping privacy in practice.

The State of Healthcare Security

Security remains a problem for healthcare organizations as attackers ramp up efforts to access private patient and operational information. The healthcare industry saw more than 41 million records breached in 2019 and new attack vectors are now emerging as hackers look to leverage pandemic pressures and breach corporate security. It’s no surprise, then, that last year saw 28,261 HIPAA complaints, the highest number ever recorded, as organizations deployed more user-friendly technology and attackers looked to capitalize on potential weaknesses.

Ramping up security in patient portals and meeting emerging patient needs is a priority for organizations. Accusoft’s PrizmDoc Cloud, a HIPAA compliant solution, is capable of offering user-friendly portal capabilities inside your own secure application. The right combination of existing technology and cloud-based application programming interfaces (APIs) can take your patient portal to the next level. Let’s break down five key cloud-based APIs that can help patient portals deliver on practical potential.

Robust Document Viewing with PrizmDoc Cloud API

Effective medical care depends on documents. From patient consent forms to test results and referrals from other healthcare practices, documents form the core of custom-built treatment plans. While the transition to electronic health records (EHRs) has helped reduce the complexity and confusion that comes with paper-based processes, this digital transition has introduced the challenge of document diversity. 

From typical Word documents to Excel spreadsheets and scanned images of handwritten forms, patients need the ability to access documents on-demand, while healthcare organizations must ensure that patient access options are both secure and HIPAA-compliant.

The PrizmDoc HTML5 Document Viewing API offers document and image viewing while also streamlining the process with key features including:

  • Responsive Web UI — Patients and staff can easily view documents and images that are scaled to fit their tablet, laptop, or mobile phone.
  • Configurable Controls — Organizations can easily enable or disable tabs, localization, rendering options, and encryption within their patient portal.
  • Microsoft Office (MSO) Conversion — Healthcare agencies can integrate true native viewing of Word, Excel, and PowerPoint documents.

Reliable PII Redaction

Data privacy is paramount for HIPAA compliance. As noted by Managed Healthcare Executive, this is especially critical in the world of COVID-19. With telehealth now the “new normal” — and likely to continue long after the pandemic subsides — organizations must ensure that protection of personally identifiable information (PII) remains intact.

While robust encryption and identity access management (IAM) tools form part of this function, redaction is another critical aspect. Consider the case of children. As noted by the Health Info Security piece, although parents typically have complete access to the medical records of children under 12, PII for those between the ages of 13 and 18 — such as mental health records — may be restricted. For healthcare agencies, this requires patient portal solutions that allow parents access to some data while also protecting specific PII. Here, robust redaction APIs that allow organizations to obfuscate key information are critical to meet regulatory requirements without compromising ease-of-access.

Regulated Image Compression

Images form a critical component of effective patient prognosis and treatment plans, and while DICOM files used in high-fidelity imaging are often a priority for medical agencies, there’s also a need for image compression solutions that enable the portability of more common image types such as JPEGs.

Consider the simple case of patient identification. By attaching high-quality photos to patient records, medical staff are better equipped to ensure the individual they’re assisting — virtually or in-person — is the patient linked to the account. High-quality JPEG photos are also useful to record and track the progress of specific physical ailments over time. Cloud-based image compression APIs streamline this process with the ability to compress individual or multiple files, set desired quality, remove metadata, and set JPEG mode output.

Rapid File Conversion

Complexity remains a challenge for healthcare records management. As patients visit general practitioners (GPs) and specialists, data volumes rapidly increase, in turn making it difficult for doctors to find specific information and create comprehensive treatment plans.

Multi-file combination and conversion to popular formats such as PDF helps solve this problem — not only can healthcare staff create files that are easily viewed by doctors and patients alike but administrators can also set key permissions around editing, annotating, and printing to ensure information remains secure. File format conversion with PrizmDoc Cloud APIs can help enhance patient portals with key features including:

  • Easy combination of multiple files into single PDFs
  • Data security with optional password protection
  • Specific section or entire file conversion
  • Searchable output formats

Relevant Watermarking

Last on our list of patient portal APIs is watermarking. By labeling key documents with unique healthcare watermarks, organizations can both improve front-line security and enhance HIPAA compliance. By training staff to only accept and process watermarked images and documents, companies can reduce the risk of potential compromise. If attackers attempt to spoof or modify key documents they can be easily detected because they won’t carry corporate watermarks. These marks also form a key component of auditing and data tracking if healthcare agencies are evaluated for HIPAA compliance by providing a visible chain of custody around document creation, storage, and access. 

User-friendly patient portals are critical for healthcare companies to survive in the “new normal” — and embrace what comes next. But speedy access requires a robust security balance; document viewing, redaction, compression, conversion, and watermarking APIs from Accusoft can deliver privacy in practice and capitalize on patient portal potential.  Try PrizmDoc Cloud API.

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TAMPA, Fla. –  TEAM Informatics is developing a new product called M-Connect, which leverages Accusoft’s PrizmDoc Viewer. M-Connect extends and enhances the capabilities of the M-Files Intelligent Information Management platform.

As part of M-Connect’s functionality, TEAM Informatics needed to provide the ability for users to access, view, collaborate, and search information within different document formats. They needed to control access to the documents, audit changes, and support a wide range of file formats in a web interface.

“Accusoft has been a true partner through several TEAM product development initiatives,” said Volker Schaberg, Chief Operating Officer at TEAM Informatics. “PrizmDoc Viewer does a great job of delivering this vital viewer functionality.”

TEAM Informatics has been a partner of M-Files for a number of years and has developed several add-ons and includes these in many successful customer deployments globally.

“Accusoft is proud to partner with TEAM Informatics. We’re happy to integrate our HTML5 document viewer into M-Connect to help M-Files users around the world,” comments Megan Brooks, VP of Marketing at Accusoft.

Together, the partners plan to launch M-Connect July 8, 2020.

About TEAM Informatics: 

TEAM is a global System Integrator, specializing in Intelligent Information Management (IIM) systems. Established more than 20 years ago and operating in the USA, UK, Australia and New Zealand, TEAM has deep and broad expertise in IIM, offering Advisory, Implementation and Managed Support Services. TEAM has also built a suite of content services that extend these platforms to produce unique solutions such as automatic redaction, auto-classification, eSignature, and records management. Partnerships with M-Files, Oracle, Syl Search, Elasticsearch, HelloSign and many more bring TEAM to the forefront of an all-in-one enterprise content solution provider. Find out more at www.teamim.com.

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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As part of our ongoing commitment to supporting the LegalTech industry in its effort to transform the processes used by law firms and legal departments, Accusoft recently sponsored an educational webinar in conjunction with Law.com entitled “Build or Buy? Learning Which Is Best for Your Firm or Department.” Hosted by Zach Warren, editor-in-chief of Legaltech News, the webinar featured Neeraj Rajpal, CIO of Stroock & Stroock & Lavan, and Kelly Wehbi, Head of Product at Gravity Stack, a subsidiary of the Reed Smith law firm. 

Together, the panelists brought two unique perspectives to the ongoing “build vs buy” debate, both from the software vendors who provide LegalTech solutions and the decision makers working at the legal firms who make difficult decisions regarding technology solutions.

Build vs Buy: The Choices Before the Decision

Both Rajpal and Wehbi agree that any decision involving building or buying technology solutions has to begin with defining the problem a firm needs to solve. Regardless of whether you’re working with an independent legal firm or a legal department within a larger organization, it’s critical to understand the business problem, existing pain points, and potential value of a solution.

“When you start asking the right questions,” Raijpal notes, “you sometimes come across a situation where the requirements are not very clearly defined and that is a big red flag to me because when requirements are not defined, you’re not solving anything.”

Wehbi shares that concern about the requirements gathering process, pointing out that things tend to go wrong when firms fail to consider both the scope and magnitude of the challenge they’re trying to overcome. “Organizations can struggle a lot when they jump a little too quickly to a solution or to thinking about just what the return would be on a potential new product or service offered.”

It’s also critical to make sure that the firm is willing to accept some degree of change. If existing business processes are unclear or if no one is willing to consider changing how they work, then no amount of technology is going to make a difference. Understanding the culture of the firm and securing the buy-in from leadership is absolutely critical to making any technology integration succeed whether you’re buying a solution or building one from scratch. 

The Pros and Cons of Building LegalTech Solutions

For an organization that has the resources, methodologies, and skill sets necessary to develop a solution that’s specifically designed to meet its unique requirements, building can be a great decision. The key advantage here is that it focuses specifically on the firm’s processes and user pain points, allowing developers to design a solution that is much more targeted than an “off-the-shelf” product.

Benefits of Building

  • Applications can be customized to your exact specifications, allowing them to better address your specific business needs.
  • Since you manage the solution from end to end, you retain much more control in terms of application features and functionality, how data is managed, and access security.
  • Developing a specialized solution creates room for innovative technology that can provide a competitive edge.
  • A custom-built solution presents fewer integration challenges, especially when it comes to interfacing with legacy systems used by many legal organizations.

Risks of Building

  • Building a new solution from the ground up requires a great deal of time and resources that might be better spent elsewhere.
  • Investing in custom software creates substantial technical debt that must be maintained over time and could create integration problems in the future when additional upgrades are required.
  • If the new solution doesn’t contribute enough to the bottom line to justify the cost of operations, it could lead to negative economies of scale that make it difficult for the firm to grow its business.

The Pros and Cons of Buying LegalTech Solutions

Not every organization has the development resources to build a customized solution from the ground up. If they’re not ready to make that capital investment, a cloud-based offering may be better suited to their needs. Leveraging a proven, ready-to-launch SaaS solution offers a number of advantages, but could impact how the company makes technology decisions in the future.

Benefits of Buying

  • Since SaaS services are usually cheaper and easier to implement, they are often the best option for companies with limited IT resources.
  • Cloud solutions are good for solving common technology problems that smaller firms face.
  • Already-live functionality means SaaS solutions can be implemented on a faster time frame.
  • The cloud vendor handles all building and maintenance costs associated with the platform.
  • Since the vendor sets up workflows and integrations as well as troubleshooting, your internal team is freed up to focus on other tasks.

Risks of Buying

  • Off-the-shelf solutions offer less customization and control over infrastructure and data.
  • Even industry-specific SaaS solutions are built for a general market in mind, so their features may not solve your firm’s unique requirements.
  • Since the vendor manages security, customers have less oversight over how their sensitive data is managed.
  • Working with a SaaS provider exposes firms to market risk. If the vendor goes out of business or sunsets a product, it may be difficult to repatriate data or transition to another provider.

When to Build

For firms with the development resources that are already using in-house document management solutions to streamline processes, SDK and API integrations are often the best way to enhance functionality. Accusoft’s PrizmDoc Suite leverages REST APIs and advanced HTML controls to provide powerful document viewing, conversion, editing, and assembly capabilities to web-based applications. Our SDK integrations also allow developers to build the functionality they need directly into their software at the code level.

Document Assembly

Law firms need automation solutions that allow them to easily create and manage multi-part, multi-stage contracts. Thanks to Accusoft’s PrizmDoc Editor, legal teams can rapidly identify and assemble sections of pre-existing text into new content that is both editable and searchable. PrizmDoc Editor integrates securely into existing applications and delivers in-browser support to help lawyers assemble assets without resorting to risky external dependencies.

Case Management

LegalTech applications can manage and review cases much more efficiently by integrating data capture, file conversion, and optical character recognition (OCR) capabilities. The ImageGear SDK helps legal teams access case data in a variety of formats without the need for downloading additional files or relying on third-party viewing applications. It can also convert multiple file types into secure and searchable PDF/A documents, making it easy to tag files with client numbers, names, and other identifiable information. Thanks to PDF/A functionality, ImageGear ensures that firms can stay on the right side of federal regulations.

eDiscovery

The rapid transition to predominantly digital documents has fundamentally altered the way legal organizations approach the discovery process. Innovative eDiscovery processes can streamline case management while also protecting client interests. In order to implement these strategies effectively, firms need applications that provide extensive file format support and search functionality as well as redaction and digital rights management (DRM) tools capable of protecting client privacy. PrizmDoc Viewer delivers these features along with scalable annotation capabilities that make it easier for collaborators to proofread, review, and make comments to case files without creating version confusion. As an end-to-end eDiscovery toolkit, our HTML5 viewer also includes whitelabeling support so it can be fully integrated into your application’s branding.

When to Buy

For smaller legal teams looking for broad functionality without development hassles or a new firm taking its first steps toward document automation, it often makes more sense to implement a bundled, buy-in solution like Accusoft’s Docubee SaaS platform.

Document Completion

Docubee makes document management easy with drag and drop data routing. Users can quickly create legal contracts, route the appropriate data to documents, deliver contracts for approval, and facilitate signing with secure eSignature technology. 

Customized Templates

With Docubee, legal teams can create customized document templates and manage them on a section-by-section basis. Individual clauses can be added or removed as needed, allowing attorneys to repurpose document templates instead of creating them from scratch for every client. 

End-to-End Support

Two-way communication support helps firms to build better dockets and negotiate more effectively. Documents can be updated automatically and version controls ensure that everyone is always looking at the most up-to-date version of a contract. Docubee also allows users to prioritize key tasks with collaborative redlining and notification tools.

Long-Term Storage and Security

Docubee stores data for up to six years to meet eDiscovery requirements. To better protect client privacy and meet changing compliance requirements, firms can also set destruction dates for contracts, templates, and case files. Docubee is SOC2 compliant, featuring multi-layer encryption to keep data under tight lock and key.

Hear the Full Conversation

To hear the full webinar and learn more about how legal firms make the difficult choice between building or buying their next technology solution, sign up now to get access to an on-demand recording of the event. If you’re ready to learn more about how Accusoft technology is helping to power innovation in the legal industry by delivering the latest in content processing, conversion, and automation solutions, visit our legal industry solutions page or contact us today to speak to one of our product experts.

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On June 25, 2021, Accusoft announced the latest update to PrizmDoc Viewer, its industry-leading HTML5 document viewing and image processing integration. The version 13.17 update improves a number of existing features and adds key functionality, allowing developers to offer even more versatility within their applications.

“Staying still is never an option,” says Mark Fears, Director of Product Management at Accusoft. “We’re always exploring ways to improve our existing products to help software developers do more for their customers. This update incorporates a lot of feedback we’ve received from our partners.”

In addition to improving rendering fidelity and redaction functionality, version 13.17 also makes significant improvements to PrizmDoc Viewer’s Content Conversion Service (CCS):

  • Convert Markup Changes in Microsoft Word: When converting DOCX files into another file format with CCS, you can now choose to convert accepted or rejected markup changes along with the document text.
  • Convert Speaker Notes in Microsoft PowerPoint: When converting PPTX files into another format using CCS, you can elect to convert the slides only or include any speaker notes in the new document.

Incorporated into thousands of applications worldwide to deliver responsive file viewing and conversion, PrizmDoc Viewer supports multiple proprietary and open file formats. Its powerful REST APIs allow developers to integrate the annotation, redaction, and document comparison features today’s businesses are looking for into their software.

To learn more about Accusoft’s PrizmDoc Viewer 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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digital vault application

Security is everything for organizations when it comes to their sensitive data assets. Whether it’s vital documents, account passwords, or proprietary financial formulas, essential business information needs to be well-protected as companies continue to incorporate digital platforms into their operations. Developers can support this critical goal by providing secure digital vault applications that allow their customers to manage and use information assets without exposing them to unnecessary risks.

The heightened emphasis on security has made digital vault services quite popular in recent years. In order to maximize the potential of these security platforms, however, developers must integrate the right tools for managing multiple file types ranging from standard documents to complex financial spreadsheets.

What is a Digital Vault?

Much like its physical counterpart, a digital vault is a secure repository for storing vital assets in one easy-to-manage and fully-encrypted location. In some respects, these platforms are similar to information management services or cloud-based storage, but they set themselves apart by emphasizing security and access control. Digital vaults are frequently used for estate planning thanks to their ability to securely store account log-in information and vital documents, but they’re also popular with high-net worth individuals and organizations that need a safe place for sensitive financial data.

The core feature of a digital vault is its ability to prevent unauthorized access to materials stored inside them. They do this by strictly monitoring access rights at multiple levels. Just because someone has access to the vault itself, for instance, doesn’t mean they have access to everything it contains. The files and documents stored within the digital vault can all be set with their own access permissions. These controls mirror those used in a physical bank vault, such as:

  • Requiring manual authorization from an administrator to access data.
  • Implementing dual key control mechanisms.
  • Limiting access to certain times of day.
  • Segmenting access to relevant assets only.

Managing Digital Vault Information

Digital vaults also make the process of managing data much more secure. Since all of the assets stored within the vault are protected by encryption, they can be shared through a portal rather than downloaded, copied, or transmitted over poorly secured channels like email. The data itself never leaves the protective confines of the vault, and the security controls track who has been granted access when files are shared. This makes it easy to monitor activity and ensure that confidential files are not broadly distributed.

In order to facilitate this access, however, digital vault developers need to build viewing and editing tools into their applications. Without the ability to open and view a document within the web-based portal, for instance, users will be forced to rely on external software. This defeats the whole purpose of a digital vault, as it exposes the file to whatever security vulnerabilities that application might possess.

Integrating HTML5 viewing capabilities into their vault’s web portal allows developers to let their customers review documents and even make annotation markups without having to remove the file from a secure, encrypted environment. For most documents and images, this is a relatively straightforward process using a series of API calls to render the file within the browser.

The Challenge of Excel Spreadsheets

Microsoft Excel spreadsheets, however, frequently pose a major challenge to digital vault platforms. Unlike documents, spreadsheets are often designed to be interactive and can contain sensitive financial calculations within cell fields. Simply sharing a static, print preview image of a spreadsheet might be helpful for reviewing financial records, but it’s not very useful to someone who needs to enter fresh data into the formulas to calculate new results.

While the XLSX file could be made available for download to anyone who is authorized to use it, this defeats the purpose of having it stored in a digital vault. Not only would it be impossible to track the downloaded file, which creates serious data security risks, but allowing multiple copies of the file to proliferate will quickly lead to version confusion.

Enhancing Spreadsheet Functionality with PrizmDoc Cells

Digital vault developers can easily solve their spreadsheet challenges by integrating Accusoft’s PrizmDoc Cells into their application. A completely web-based spreadsheet viewer and editor, PrizmDoc Cells provides native XLSX file support without any external dependencies. The API-based integration allows users to open their existing Excel files to view, edit, and add comments completely within the application’s web portal. PrizmDoc Cells provides a familiar interface that developers can customize to meet the specific needs of their customers.

That same customization extends to the spreadsheet elements themselves. A digital vault provider may not want to allow users to have full access to every element of an Excel file. For instance, an organization may be fine with allowing someone to enter new data and calculate results in the spreadsheet, but not want anyone to be able to view the proprietary formulas buried within the cell fields. When integrating PrizmDoc Cells, developers can control what aspects of the XLSX file are actually shared. This makes it easy to keep formulas and other data locked in place within the spreadsheet and secure from unauthorized viewing.

Unlock Your Digital Vault’s Potential with PrizmDoc Cells

Accusoft’s PrizmDoc Cells gives digital vault developers the ability to control how spreadsheet files are shared and managed within their secure application environment. By integrating native Excel support, they can sever their dependency on Microsoft Office and other potentially insecure software platforms and enhance the value of their digital vault services. With PrizmDoc Cells, their customers can easily access, review, and edit their spreadsheets without exposing them to additional security risks or version confusion.

To learn more about the versatile functionality of PrizmDoc Cells, check out our detailed fact sheet for an overview of critical features and use cases. If you’re ready to test the integration in your application environment, download a free trial today in an easy-to-deploy Docker file.

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PrizmDoc Hybrid Viewing

Today’s customers expect more out of their software applications. No one wants to waste time juggling between multiple platforms every time they need to open a simple document. They want applications to provide a streamlined user experience that allows them to interact with various file formats quickly and easily, with minimal performance issues.

Most software developers turn to third party integrations like Accusoft’s PrizmDoc to incorporate document processing capabilities into their applications. Since developers are frequently pressed for time and resources, it doesn’t make sense to build document lifecycle features from scratch when they can easily deploy a proven, scalable solution that provides all the tools they need. An API-based integration like PrizmDoc can quickly add industry-leading viewing, editing, collaboration, conversion, and assembly features to an application, which allows developers to focus on other features that will help their software stand out from competitors.

Pros and Cons of Server-Side Viewing

All that document processing power has to come from somewhere, and in the case of solutions like PrizmDoc, most processing is handled by a dedicated server. The server may be self-hosted on the developer’s local infrastructure, a dedicated private cloud, or a public cloud that’s shared by multiple customers.

There are plenty of advantages to this model. Scalable infrastructure is available for the heaviest document processing workloads, but customers only have to pay for the resources they actually use. A dedicated server also makes it easy for applications to manage document storage and avoid version confusion.

Server-side resources can also pose challenges for some applications. If the server is constantly being used to prepare and render documents for viewing, customers may find themselves utilizing more processing resources than expected. Scaling viewing capabilities for multiple users can increase resource usage because each session places additional processing requirements on the server, especially if users need to make annotations, redactions, or other alterations to files.

Viewing multiple, lengthy files server-side can also impact performance. PrizmDoc’s HTML5 viewer, for instance, converts and renders documents in SVG format. While this format offers outstanding quality and flexibility, load time may take longer and it also takes up server storage space.

Introducing PrizmDoc Hybrid Viewing

The new PrizmDoc Hybrid Viewing feature solves these challenges by offloading the processing work for viewing in PDF format to the end user’s device. This is a hybrid approach between server-side processing and client-side processing, with all of the viewing capabilities handled by the client-side device. This drastically reduces the server resources needed to prepare files for viewing, which translates into cost saving and improved performance. Since all viewing is handled by the browser on the client-side device, Hybrid Viewing offers much greater responsiveness for a better overall user experience.

For files not already in PDF format users can take advantage of the new viewing package which converts any file format to PDF. This not only allows documents to be viewed more quickly in the future, but also reduces server load and storage requirements.

5 Key Benefits of PrizmDoc Hybrid Viewing

The Hybrid Viewing feature works within PrizmDoc’s existing viewing package infrastructure, making it a simple and streamlined solution for both new and existing customers. Shifting viewing processing from the server to client-side devices provides applications with several important benefits.

1. Cost Savings

Transferring the processing work required for document viewing to an end user’s device reduces server workloads. Since customers pay for the server resources their applications utilize, minimizing server requirements for viewing can deliver significant cost savings over time.

2. Better Resource Management

All file types can be used with this new Hybrid Viewing feature. The new PDF viewing package pre-converts all file types into PDF only, rather than creating SVG files with large amounts of data. This saves both processing time and storage resources. Developers can take advantage of this flexibility and resource savings to implement additional application features that leverage PrizmDoc’s capabilities.

3. Increased Productivity

Shifting document viewing workloads to client-side devices allows applications to process, view, and manage multiple documents faster. This helps end users to do their jobs more efficiently and get greater value out of their applications.

4. Enhanced Performance

Hybrid viewing not only requires fewer resources, but files can be viewed and manipulated faster with enhanced responsiveness. For applications that need to provide editing features such as annotations, offloading processing to client-side devices minimizes load times and lag for a better overall user experience.

5. Scalable Document Viewing

By handling document viewing capabilities on local devices instead of the server, scaling capacity becomes far less resource intensive. File conversion only needs to be performed once, so adding more users doesn’t increase the overall server workload.

What Hybrid Viewing Means for PrizmDoc Users

The new Hybrid Viewing feature allows PrizmDoc users to get more out of their integration than ever before. For customers who have long relied on desktop-based PDF.js viewers due to concerns about server workload or performance, the Hybrid Viewing feature provides a localized viewing solution that streamlines their tech stack and leverages the full capabilities of PrizmDoc. By minimizing server requirements, developers can unlock the potential of their applications to scale their document lifecycle features without worrying of runaway costs.

Hybrid Viewing is available for PrizmDoc Server v13.15 or greater and can be used for self-hosted, private cloud-hosted, or public cloud-hosted deployments. To learn more about how it can provide the flexibility your application needs to scale with user demands, talk to one of our PrizmDoc specialists today.

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How Accusoft’s PrizmDoc Improves Upon PDF.js

The ability to view PDF files has become an essential feature for web-based applications. While dedicated desktop readers are still common, the average user justifiably expects to be able to view documents without switching between applications. Thanks to browser-based PDF libraries like PDF.js, developers can both integrate the viewing features they need and build the next generation of PDF viewing integrations.

What Is PDF.js?

An open-source JavaScript PDF library, PDF.js was originally developed by the Mozilla Foundation in 2011 to serve as the built-in PDF viewer for the Firefox web browser. At the time, web browsers depended upon separate reader applications or browser plug-ins to view PDFs.

Unfortunately, this created several security risks. External plug-ins can contain malicious code or gather data that could endanger privacy. Downloading PDFs for local viewing is also potentially hazardous because it means the file must be removed from a secure application environment.

PDF.js uses Asynchronous JavaScript and XML (Ajax) to render PDFs as an HTML5 <canvas> element directly within a web application. Since it uses JavaScript for rendering, PDF.js is compatible with all modern browsers and doesn’t require any additional plug-ins.

In addition to being integrated into Firefox, the software was also made available as open-source code. This made it possible for independent developers to expand upon the core capabilities of PDF.js in the years since its release.

Should You Build or Buy a PDF.js Viewer?

The open-source availability of the PDF.js library makes it an attractive solution for software teams looking to add native viewing functionality to their applications. As with many open-source frameworks, however, developers may quickly run up against a few complications when building out a viewing solution from scratch.

Out-of-the-box, PDF.js consists of three basic layers:

  • Core Layer: The heart of the JavaScript PDF library, this layer parses and interprets binary instructions from the file itself.
  • Display Layer: This interface handles the actual rendering of the PDF into a <canvas> element.
  • Viewer Layer: The primary viewing interface that allows users to view and interact with the document.

While the core and display layers can handle most documents, PDF.js doesn’t support the full PDF specification and sometimes struggles with rendering lengthy, complex, or image-heavy files. Overall performance is often on the slow side, and the way text is rendered makes text search somewhat unreliable.

More importantly, PDF.js lacks out-of-the-box mobile support. The included viewer doesn’t provide essential mobile UI features like pinch-to-zoom. It also doesn’t respond dynamically to mobile screens to ensure that menus and tools remain usable on all devices.

Any developer looking to add PDF viewing and editing capabilities to their web applications using PDF.js will need to solve these core issues. While features like responsive, mobile-friendly viewing may have been less important when PDF.js first released in 2011, they are considered essential by most users today. Unfortunately, building out these capabilities takes time and resources, which is something that few development teams have in abundance.

Integrating a ready-made viewer that combines the solid foundation of PDF.js with the innovative features users expect allows developers to quickly meet their project needs without pulling attention away from key aspects of their application.

Integrate PDF Solutions with Accusoft

While PDF.js has long served as an adequate open-source PDF viewing solution for web applications, today’s average user simply requires more functionality than PDF.js can provide on its own. For developers who lack the time, resources, or expertise necessary to build those additional features, Accusoft can help.

For over 30 years, Accusoft has helped organizations add essential features like viewing, file conversion, document assembly, and image compression to their applications through an innovative line of SDKs and APIs. 

Our document lifecycle technologies are backed by multiple patents and have been incorporated successfully into a wide range of applications. Accusoft’s dedicated engineers provide ongoing support and work closely with customers to implement their specific use cases, ensuring that their software platform is delivering the best possible experience.

To learn more about PDF viewing and editing solutions from Accusoft, talk to one of our technology experts today.

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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.

 

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