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Course Details

Transact Partner Certification Level Up Series

Course/Exam Description

Course Title: Transact Partner Certification Level Up Series
Course ID: ETS_PLVLUP_A#2020.01
Skill Level: Introductory - Advanced
Price: Contact your Sales Representative


As a valued Ephesoft Partner, we want you to be successful with Transact technical support, system implementations, and configurations. This extended learning program includes several training courses, videos, and materials to help you learn how to use Transact so you can support your customers. The content in this training program will provide you with details on the following:

  1. Batch class design and configuration
  2. Troubleshooting Transact
  3. System installation, configuration, and basic customization
  4. How Intelligent Document Processing (IDP) and iPaaS connectors are used to deploy a hyperautomation strategy
  5. Information on Ephesoft resources that can provide you with technical details for system installation, configuration, and basic customization

Objectives: Upon completing this course, the learner will be able to:

  • Perform operator basic and advanced tasks in the Transact GUI 
  • Design and configure batch classes for multiple document types
  • Access resources to assist in the installation, configuration, and customization of Transact

Audience: The content in this training program is designed for the following learner audience:

  1. Technical Support Agents
  2. Professional Services Consultants
  3. Sales Engineers

Prerequisites: You will need access to a Transact sandbox to complete the Transact Basic Administrator Training and Transact Advanced Administrator Training courses. Speak with your organization’s Ephesoft partnership manager to request access to a Transact instance.

Course Access: 365 days from enrollment date

Enrollment Options

Log in or create an account and then click 'Purchase' to see your enrollment options and any applicable discounts.
Transact Partner Certification Level Up Series 365 Days Access $0 Log in required



Associated Courses / Exams