MetaServer > Version History
CaptureBites MetaServer Version History
Here you will find all MetaServer release notes, including details of new features, improvements and fixes.
You can always download the latest version of MetaServer including Operator, Admin clients and sample workflows on the MetaServer Product Page. If you are looking for base installers without any sample workflows, please use this download page.
IMPORTANT: If you are updating from a MetaServer version lower than 3.1.3, it is possible that a Computer ID mismatch can occur.

On most systems, the update will not cause any problems. However, occasionally, on some systems this may cause a Computer ID mismatch after upgrading. To fix this issue, please refer to the Computer ID Mismatch troubleshoot page.
IMPORTANT: If you are updating from a MetaServer version lower than 3.1.1
IMPORTANT: If you are updating from a MetaServer version lower than 3.1.1, a pop-up window will ask you to request a serial number. If you haven't received a serial number already, please press the "Request a Serial Number" button and fill out the form. We will send you your serial number as soon as possible.
Please also note that old MetaServer activation codes (e.g. "K-123F0-12345-123B4-CD12B-C0D12-E1EB2") are not compatible with this version and future releases of MetaServer. You can apply for a replacement serial number through our online request form.
IMPORTANT: If you are updating from a MetaServer version lower than 3.0.23
IMPORTANT: If you are updating from a MetaServer version lower than 3.0.23, it is required to republish existing workflows. Select each of your workflows, make a small change, like adding and removing a space to the workflow description, and publish the workflow. If there are documents already imported in the workflow, then you do not have to apply the changes to these documents.
Version 3.1(10) | 2021-01-29
NEW #657 #680 #677: EXPORT PROCESSED SET TO EMAIL: The main use case for the Export Processed Set to Email action is to send an email after all documents of a set have been processed.
IMPORTANT: A set is a range of documents originating from a single PDF that was split in multiple documents using the Separate Document / Process Page action or by using the Organizer.
As soon as your workflow contains a Separate Document / Process Page action and/or Organize action, the Export Processed Set to Email action is automatically added at the end of your workflow. The Export Processed Set to Email action is disabled by default.
NEW #654: WORKFLOWS – MOVE ACTION UP AND DOWN BUTTONS: With the Move Up and Move Down buttons you can move Actions to better organize your workflows.
NOTE: Links between actions stay the same as actions are moved, so don’t forget to change those links if required.

NEW #690: SERVER – CONFIGURABLE DOCUMENT TIMEOUT: A document opened in Organizer or Validation is locked for other users and was automatically closed and unlocked for other users after 30 minutes to avoid documents being stuck in validation when someone went for lunch, for example, and forgot to close a document.
We now made this parameter configurable between 15 and 360 minutes. The setting is called “Document Timeout” and can be found in the Clients group in the Server Settings.

NEW #646: TASK – IMPORT METASERVER DATABASE: With the Import MetaServer Database action, you can import CSV files from any location in the local MetaServer DB folder:
C:\CaptureBites\MsData\DB
This is useful for creating a MetaServer database based on an external CSV generated by another program which places the CSV in an unchangeable / fixed location.
NEW #646: BACKUP METASERVER DATABASE: With the Backup MetaServer Database action, you can create a backup of a local MetaServer database and store it somewhere outside of the MetaServer DB folder.
NEW #658: NEW DIAGNOSTIC INFO: After loading the documents, MetaServer writes some info in:
C:\CaptureBites\MsData\Log\DocumentManager.CBMSLog
This log file shows the amount of memory used by its internal database, the document count and the average document size. The file is overwritten when it already exists.
ENHANCEMENT #661: EXPORT TO EMAIL: EMAIL THROUGH LOTUS NOTES SMTP – HANDLING OF NON-EXISTING RECIPIENT: If you try to email to an non-existing email address, most SMTP servers will handle this gracefully and not return an error to the sending application. Instead, it sends a warning email to the sender informing him that the recipient’s address does not exist.
Lotus Notes SMTP works differently and throws an error to the sending application. We now catch this error and send a warning email to the sender informing him that the recipient’s address does not exist.
Version 3.1(9) | 2020-12-14
NEW #324 #634 #635: VRS AUTO-ROTATE & DESKEW INCLUDED WITH TEXT & BARCODE EXTRACTION: The VRS auto-rotate and deskew functionality is now included with the purchase of the Text Extraction or Barcode Extraction module.
The auto-rotate and deskew correction is not only used to optimize Text, Barcode and OMR extraction but the file is also updated with the corrected result resulting in an improved processed file.
NEW #279: VALIDATE – TEXT: We’ve added “Email Address” to the Type list. The regular expression behind this type is:
/^[-a-z0-9~!$%^&_=+}{‘?]+(.[-a-z0-9~!$%^&=+}{‘?]+)*@([a-z0-9][-a-z0-9_](.[-a-z0-9_]+).[a-z]{2,6}|[0-9]{1,3}.[0-9]{1,3}.[0-9]{1,3}.[0-9]{1,3})(:[0-9]{1,5})?$/i

NEW #651: TASKS – NEW RESTART ACTION QUEUE TASK: We added a new task to Restart Action Queues on a scheduled basis. This task is called “Restart Action Queues”.

Action queues are selected by their type. All actions of the same type are restarted.
A restart consists of:
– pausing, stopping and unloading the threads of the selected queues
– instantiating and starting new threads of the same types
Example use-case:
A customer uses a large number of MetaServer databases.
– A MetaServer database is loaded in memory as soon as you access it for speed reasons.
– Imagine the MetaServer database name changes every day through a dynamic DB name based on index field. Every day, the newly named database will be loaded in memory and the old ones will also stay in memory.
These databases are accumulated over time until you run out of memory or until you restart MetaServer (restarting MetaServer unloads all databases).
Instead of doing this manually, you let a task run every day to unload all the databases automatically and only the databases that are used will be loaded in memory.
ENHANCEMENT #240: TEXT EXTRACTION FROM PDF FORMS (ACROFORM TYPE): The fields of a fillable PDF form (AcroForm Type) were not extracted by MetaServer. We can now directly extract AcroForm fields. AcroForm is the most common fillable PDF form format.
NOTE: The less common XFA forms created with Adobe LiveCycle Designer need to be converted to an image first to extract the field values, you do so by enabling the Apply OCR if PDF contains images option.
NEW #291: EXPORT TO EMAIL – HTML PREVIEW: We’ve added a Preview button to the HTML Tab to show the result of the HTML body in an HTML viewer pop-up.

Previously, you had to test your email body HTML code in an external viewer to check for errors or see the final result. You can now do this directly in the Export to Email setup by using the “Preview” button.
ENHANCEMENT #309: EXPORT TO EMAIL: We added a new HTML preset to insert a grid of 3 x 3 thumbnail pages in the email body to display up to the first 9 pages of the document.
ENHANCEMENT #278: EXPORT TO EMAIL: It is now possible to use an index field in the from and the cc field.
ENHANCEMENT #303: EXPORT TO DOCUWARE: The direct document link generated by the connector that you for example can include in an email message is now shorter. The trailing “&queryInInvariantCulture=False” was not required.
Version 3.1(8) | 2020-11-12
NEW: OPERATOR CLIENT: EXTRA LANGUAGE OPTIONS: you can now toggle between:
1) Czech
2) Dutch
3) English
4) French
5) German
6) Italian
7) Spanish
8) Portuguese
This is also available for the Organizer, Validation and Error tab of the Admin Client.
If you require a translation for an unlisted language, please contact us for a localization kit.
NEW #630: NEW CREATION DOCUMENT DATE AND TIME VARIABLES: The date and time is the when the file was originally created.
Imagine that the MFP created the file on 1-NOV-2020 10:30h. You copy or move the file to the MetaServer’s watched folder 3 days later on 4-NOV-2020 12:00. The Creation Date / Time would, in this case, be 1-NOV-2020 10:30h.
NEW #632: EXPORT TO ALFRESCO: SUPPORT FOR ALFRESCO ASPECTS: The Export to Alfresco action now supports Alfresco Aspects. Aspects are global properties that can be used with any Alfresco document type.
1) Aspects are implemented with CMIS 1.1 and CMIS 1.1 Basic Authentication. The “Aspects” button is disabled with other protocols.
2) Aspects can be selected from a list after clicking the “Aspects” button next to “Content type”.
3) A content type must be selected, multiple aspects may be selected. The index fields list show the fields of the content type and the different aspects.
ENHANCEMENT #436: EXPORT TO EMAIL / EXPORT TO ALFRESCO: Added the possibility to use fields as values to set parameters. These allow you to dynamically change settings to, for example, easily switch between Production system and a Test system.
The following parameters now accept fields:
1) Export to Email:
– User Name
– Password
– From
– Display Name
2) Export to Alfresco:
– Address
– User Name
– Password
NEW: #633: IMPORT FROM FOLDER: SCHEDULED PROCESSING OPTION:
Setup shows up to 3 Start processing times:

MetaServer will start importing all available documents at the defined time(s). When finished, MetaServer will wait until the next defined time to import more documents.
For example, if you want to process all documents scanned so far at 12:00 at noon and at 18:00 (6 PM), then you set Time 1 to 12:00 and Time 2 to 18:00.

If 20 documents are available at 12:00, all 20 documents will be processed. Then, MetaServer will wait until 18:00 (6 PM) before starting to process additional documents that arrived between 12:00 and 18:00 (6 PM).
This feature can be used in a notification workflow to send email notifications to people who received scanned mail by postal services. This is a short description of the logic:
You have to define two workflows:
Workflow 1) The first workflow saves the scanned mail once in the user folders and a second time in the watched folder of the second workflow. So you have to define two Export to Folder actions in your main workflow.
The second export is configured in “overwrite if file exists” mode and exports the scanned mail a second time to the watched folder of workflow 2 which will send the notification emails. If a user has received one or more mailings, there will be one PDF in the watched folder of workflow 2 for that user.
If a user has not received any mail, there will be no PDF in the watched folder of workflow 2.
Workflow 2) The second workflow uses the new “Scheduled processing” option and imports PDF files at 12:00 or another moment in time.
The second workflow does nothing with the PDF, it mainly uses it as a trigger to send a notification email to each user who has received an email. User information and other information can be contained in the file name to pass it to the second workflow and to use it in the notification email.
In short, workflow 2 consists of 3 actions.
Action 1) Import is only done once a day, but you have the flexibility to schedule it up to three times a day at fixed times. You have to delete the imported files to get this notification processing daily.
Action 2) The Extract action is purely there to extract data from the name and subfolder of the imported PDFs (recipient name, recipient email,…) for use in the notification email.
Action 3) Export to Email. You select PDF attachment but you uncheck “Attach files”. The idea is to send an email notification without attachments.
NEW #628: EXPORT TO EMAIL: We added “Request a read receipt” option.
NEW #522: VALIDATE – DATABASE LOOKUP: BLACKLIST VALUES: you are now able to blacklist values in the Validate Database Lookup setup. This list can be made in the Blacklist setup or you can specify a field containing a list (the values need to be separated by a semi-colon).
Version 3.1(7) | 2020-10-20
If you require a translation for an unlisted language, please contact us for a localization kit.
Confirmed languages for next build:
– German
– Italian
– Portuguese
– Spanish

NEW #162: PDF MRC: This new option is now complete and fully implemented. PDF MRC reduces the size of a 300 dpi JPG image with about 90 to 95%.
We also made it possible to compress images using JPEG 2000 (J2K). This results in excellent image quality with a file that is about 70% smaller than a traditional JPG compressed image.
NEW: #522: VALIDATE – TEXT: BLACKLIST VALUES: you are now able to blacklist values in the Validate Text setup.

This list can be made in the Blacklist setup or you can specify a field containing a list (the values need to be separated by a semi-colon).
NEW #530: VALIDATION: STICKY VALUES: When a validation field is specified as “Sticky”, then the last value is saved and presented automatically as the value for the next document.
Common Use-Cases for a Sticky Value:
1) The operator validates all documents of a box. It introduces the box number when he starts validating the first document, then the box number stays the same for all following documents until he changes it when starting the validation for a new box of documents.
2) The operator enters the contract date for a series of a contracts with the same date. He enters the correct date on the first contract and it stays the same on all following contracts until he changes it again.
The sticky value is stored per station, per workflow and per sticky field.
When the operator closes the Operator Client or Admin client, and opens it again, the last-used value is presented again in the sticky fields.
NEW #532: VALIDATE – TEXT: DOUBLE-ENTRY: “Double-entry” or “Double-Keying” is a process used by operators when they need to enter important information twice. The two entries are then compared with each other to ensure that they match.

When the operator presses ENTER or navigates to the next entry, then the first entry is obfuscated. This is a safety measure for the operator so that they are not tempted to just read the value from the first entry but is forced to look at the document again to enter the second value. It is not possible to Copy / Paste the values.
NEW #543: Make it possible to forget a server. Previously, every selected MetaServer was listed in the Select Server drop-down. However, it was not possible to remove a server from that list. Now, you can right-click any of the servers and select “Forget This Server” to remove it from the list.

NEW #562: CHANGE DATA DRIVE: Modern servers have relatively small SSD drive to hold Windows and key software. The data is kept on a large secondary internal hard drive.
It is now possible to move MetaServer’s data that holds all queued documents, MetaServer databases, workflows, logs, etc. to another drive than the C drive. Typically to a larger internal hard drive. In the server tab, you have a new function called “Data Drive“. It lists all available internal drives. For each drive, you can see the total size and its free space. You can also check the space taken by MetaServer’s data folder.
You simply select the drive you want to move the data folder to and press “Move…”

A warning message will pop up:

When pressing Yes, all data will be moved. Depending on the size of your data folder, this can take some time.
At the end of the process you can decide to keep the original data folder intact or delete the files in the original data folder.
NEW #561: BOOKLET SPLITTER: Booklets or saddle stitched books can be easily produced with modern digital copiers. The copier automatically prints pages in the right sequence, folds the paper and staples the book in the middle delivering a nice booklet in the output tray.
This booklet format is often used by attorneys or notaries to produce contracts, deeds, statements or notarial acts. Also surveys, exams, admission forms etc. are often printed in booklet format.
To split the folded booklets in individual pages with MetaServer, the booklets simply need to be unstapled and unfolded. After scanning the unfolded booklets with a wide duplex scanner, you end up with A3 (297 × 420 mm) or Ledger sized images (11″x17″), in case the folded booklet is A4 or letter size, containing 4 pages per sheet (2 on the front and 2 on the back) in an awkward sequence.
MetaServer’s Split Booklets action will split the unfolded pages in two and put them in the correct sequence.
To demonstrate the Booklet Splitter, we added a new workflow called: CB – BOOKLET SPLITTER
- Samples are available in: C:\META-DEMO\MFP\BOOKLET-SPLITTER
- Copy them in: C:\META-IN\MFP\BOOKLET-SPLITTER to split them
- The result will first be displayed in the Organizer to show the result during a demo, and after approval the result will be placed in PDF format in C:\META-OUT\MFP\BOOKLET-SPLITTER

NEW #575: VRS DESKEW AND AUTO-ROTATE IS NOW INCLUDED WITH TEXT EXTRACTION: New and existing MetaServer licenses that have the Text Extraction module enabled also get access to VRS Deskew, Auto-Rotate and fixed Rotate options.
For existing MetaServer licenses, you simply have to refresh your license to enable the VRS Deskew & Rotate option. Auto-Rotating and deskewing your scanned images before extraction helps improve the OCR read rate. It is just a matter of adding a VRS action and only enable the deskew and one of the Rotate options.
Converting to black & white requires the full VRS option, so make sure that VRS is configured in color mode.
Version 3.1(7) | 2020-10-20
If you require a translation for an unlisted language, please contact us for a localization kit.
Confirmed languages for next build:
– German
– Italian
– Portuguese
– Spanish

NEW #162: PDF MRC: This new option is now complete and fully implemented. PDF MRC reduces the size of a 300 dpi JPG image with about 90 to 95%.
We also made it possible to compress images using JPEG 2000 (J2K). This results in excellent image quality with a file that is about 70% smaller than a traditional JPG compressed image.
NEW: #522: VALIDATE – TEXT: BLACKLIST VALUES: you are now able to blacklist values in the Validate Text setup.

This list can be made in the Blacklist setup or you can specify a field containing a list (the values need to be separated by a semi-colon).
NEW #530: VALIDATION: STICKY VALUES: When a validation field is specified as “Sticky”, then the last value is saved and presented automatically as the value for the next document.
Common Use-Cases for a Sticky Value:
1) The operator validates all documents of a box. It introduces the box number when he starts validating the first document, then the box number stays the same for all following documents until he changes it when starting the validation for a new box of documents.
2) The operator enters the contract date for a series of a contracts with the same date. He enters the correct date on the first contract and it stays the same on all following contracts until he changes it again.
The sticky value is stored per station, per workflow and per sticky field.
When the operator closes the Operator Client or Admin client, and opens it again, the last-used value is presented again in the sticky fields.
NEW #532: VALIDATE – TEXT: DOUBLE-ENTRY: “Double-entry” or “Double-Keying” is a process used by operators when they need to enter important information twice. The two entries are then compared with each other to ensure that they match.

When the operator presses ENTER or navigates to the next entry, then the first entry is obfuscated. This is a safety measure for the operator so that they are not tempted to just read the value from the first entry but is forced to look at the document again to enter the second value. It is not possible to Copy / Paste the values.
NEW #543: Make it possible to forget a server. Previously, every selected MetaServer was listed in the Select Server drop-down. However, it was not possible to remove a server from that list. Now, you can right-click any of the servers and select “Forget This Server” to remove it from the list.

NEW #562: CHANGE DATA DRIVE: Modern servers have relatively small SSD drive to hold Windows and key software. The data is kept on a large secondary internal hard drive.
It is now possible to move MetaServer’s data that holds all queued documents, MetaServer databases, workflows, logs, etc. to another drive than the C drive. Typically to a larger internal hard drive. In the server tab, you have a new function called “Data Drive“. It lists all available internal drives. For each drive, you can see the total size and its free space. You can also check the space taken by MetaServer’s data folder.
You simply select the drive you want to move the data folder to and press “Move…”

A warning message will pop up:

When pressing Yes, all data will be moved. Depending on the size of your data folder, this can take some time.
At the end of the process you can decide to keep the original data folder intact or delete the files in the original data folder.
NEW #561: BOOKLET SPLITTER: Booklets or saddle stitched books can be easily produced with modern digital copiers. The copier automatically prints pages in the right sequence, folds the paper and staples the book in the middle delivering a nice booklet in the output tray.
This booklet format is often used by attorneys or notaries to produce contracts, deeds, statements or notarial acts. Also surveys, exams, admission forms etc. are often printed in booklet format.
To split the folded booklets in individual pages with MetaServer, the booklets simply need to be unstapled and unfolded. After scanning the unfolded booklets with a wide duplex scanner, you end up with A3 (297 × 420 mm) or Ledger sized images (11″x17″), in case the folded booklet is A4 or letter size, containing 4 pages per sheet (2 on the front and 2 on the back) in an awkward sequence.
MetaServer’s Split Booklets action will split the unfolded pages in two and put them in the correct sequence.
To demonstrate the Booklet Splitter, we added a new workflow called: CB – BOOKLET SPLITTER
- Samples are available in: C:\META-DEMO\MFP\BOOKLET-SPLITTER
- Copy them in: C:\META-IN\MFP\BOOKLET-SPLITTER to split them
- The result will first be displayed in the Organizer to show the result during a demo, and after approval the result will be placed in PDF format in C:\META-OUT\MFP\BOOKLET-SPLITTER

NEW #575: VRS DESKEW AND AUTO-ROTATE IS NOW INCLUDED WITH TEXT EXTRACTION: New and existing MetaServer licenses that have the Text Extraction module enabled also get access to VRS Deskew, Auto-Rotate and fixed Rotate options.
For existing MetaServer licenses, you simply have to refresh your license to enable the VRS Deskew & Rotate option. Auto-Rotating and deskewing your scanned images before extraction helps improve the OCR read rate. It is just a matter of adding a VRS action and only enable the deskew and one of the Rotate options.
Converting to black & white requires the full VRS option, so make sure that VRS is configured in color mode.
Version 3.1(7) | 2020-10-20
If you require a translation for an unlisted language, please contact us for a localization kit.
Confirmed languages for next build:
– German
– Italian
– Portuguese
– Spanish

NEW #162: PDF MRC: This new option is now complete and fully implemented. PDF MRC reduces the size of a 300 dpi JPG image with about 90 to 95%.
We also made it possible to compress images using JPEG 2000 (J2K). This results in excellent image quality with a file that is about 70% smaller than a traditional JPG compressed image.
NEW: #522: VALIDATE – TEXT: BLACKLIST VALUES: you are now able to blacklist values in the Validate Text setup.

This list can be made in the Blacklist setup or you can specify a field containing a list (the values need to be separated by a semi-colon).
NEW #530: VALIDATION: STICKY VALUES: When a validation field is specified as “Sticky”, then the last value is saved and presented automatically as the value for the next document.
Common Use-Cases for a Sticky Value:
1) The operator validates all documents of a box. It introduces the box number when he starts validating the first document, then the box number stays the same for all following documents until he changes it when starting the validation for a new box of documents.
2) The operator enters the contract date for a series of a contracts with the same date. He enters the correct date on the first contract and it stays the same on all following contracts until he changes it again.
The sticky value is stored per station, per workflow and per sticky field.
When the operator closes the Operator Client or Admin client, and opens it again, the last-used value is presented again in the sticky fields.
NEW #532: VALIDATE – TEXT: DOUBLE-ENTRY: “Double-entry” or “Double-Keying” is a process used by operators when they need to enter important information twice. The two entries are then compared with each other to ensure that they match.

When the operator presses ENTER or navigates to the next entry, then the first entry is obfuscated. This is a safety measure for the operator so that they are not tempted to just read the value from the first entry but is forced to look at the document again to enter the second value. It is not possible to Copy / Paste the values.
NEW #543: Make it possible to forget a server. Previously, every selected MetaServer was listed in the Select Server drop-down. However, it was not possible to remove a server from that list. Now, you can right-click any of the servers and select “Forget This Server” to remove it from the list.

NEW #562: CHANGE DATA DRIVE: Modern servers have relatively small SSD drive to hold Windows and key software. The data is kept on a large secondary internal hard drive.
It is now possible to move MetaServer’s data that holds all queued documents, MetaServer databases, workflows, logs, etc. to another drive than the C drive. Typically to a larger internal hard drive. In the server tab, you have a new function called “Data Drive“. It lists all available internal drives. For each drive, you can see the total size and its free space. You can also check the space taken by MetaServer’s data folder.
You simply select the drive you want to move the data folder to and press “Move…”

A warning message will pop up:

When pressing Yes, all data will be moved. Depending on the size of your data folder, this can take some time.
At the end of the process you can decide to keep the original data folder intact or delete the files in the original data folder.
NEW #561: BOOKLET SPLITTER: Booklets or saddle stitched books can be easily produced with modern digital copiers. The copier automatically prints pages in the right sequence, folds the paper and staples the book in the middle delivering a nice booklet in the output tray.
This booklet format is often used by attorneys or notaries to produce contracts, deeds, statements or notarial acts. Also surveys, exams, admission forms etc. are often printed in booklet format.
To split the folded booklets in individual pages with MetaServer, the booklets simply need to be unstapled and unfolded. After scanning the unfolded booklets with a wide duplex scanner, you end up with A3 (297 × 420 mm) or Ledger sized images (11″x17″), in case the folded booklet is A4 or letter size, containing 4 pages per sheet (2 on the front and 2 on the back) in an awkward sequence.
MetaServer’s Split Booklets action will split the unfolded pages in two and put them in the correct sequence.
To demonstrate the Booklet Splitter, we added a new workflow called: CB – BOOKLET SPLITTER
- Samples are available in: C:\META-DEMO\MFP\BOOKLET-SPLITTER
- Copy them in: C:\META-IN\MFP\BOOKLET-SPLITTER to split them
- The result will first be displayed in the Organizer to show the result during a demo, and after approval the result will be placed in PDF format in C:\META-OUT\MFP\BOOKLET-SPLITTER

NEW #575: VRS DESKEW AND AUTO-ROTATE IS NOW INCLUDED WITH TEXT EXTRACTION: New and existing MetaServer licenses that have the Text Extraction module enabled also get access to VRS Deskew, Auto-Rotate and fixed Rotate options.
For existing MetaServer licenses, you simply have to refresh your license to enable the VRS Deskew & Rotate option. Auto-Rotating and deskewing your scanned images before extraction helps improve the OCR read rate. It is just a matter of adding a VRS action and only enable the deskew and one of the Rotate options.
Converting to black & white requires the full VRS option, so make sure that VRS is configured in color mode.
Version 3.1(7) | 2020-10-20
If you require a translation for an unlisted language, please contact us for a localization kit.
Confirmed languages for next build:
– German
– Italian
– Portuguese
– Spanish

NEW #162: PDF MRC: This new option is now complete and fully implemented. PDF MRC reduces the size of a 300 dpi JPG image with about 90 to 95%.
We also made it possible to compress images using JPEG 2000 (J2K). This results in excellent image quality with a file that is about 70% smaller than a traditional JPG compressed image.
NEW: #522: VALIDATE – TEXT: BLACKLIST VALUES: you are now able to blacklist values in the Validate Text setup.

This list can be made in the Blacklist setup or you can specify a field containing a list (the values need to be separated by a semi-colon).
NEW #530: VALIDATION: STICKY VALUES: When a validation field is specified as “Sticky”, then the last value is saved and presented automatically as the value for the next document.
Common Use-Cases for a Sticky Value:
1) The operator validates all documents of a box. It introduces the box number when he starts validating the first document, then the box number stays the same for all following documents until he changes it when starting the validation for a new box of documents.
2) The operator enters the contract date for a series of a contracts with the same date. He enters the correct date on the first contract and it stays the same on all following contracts until he changes it again.
The sticky value is stored per station, per workflow and per sticky field.
When the operator closes the Operator Client or Admin client, and opens it again, the last-used value is presented again in the sticky fields.
NEW #532: VALIDATE – TEXT: DOUBLE-ENTRY: “Double-entry” or “Double-Keying” is a process used by operators when they need to enter important information twice. The two entries are then compared with each other to ensure that they match.

When the operator presses ENTER or navigates to the next entry, then the first entry is obfuscated. This is a safety measure for the operator so that they are not tempted to just read the value from the first entry but is forced to look at the document again to enter the second value. It is not possible to Copy / Paste the values.
NEW #543: Make it possible to forget a server. Previously, every selected MetaServer was listed in the Select Server drop-down. However, it was not possible to remove a server from that list. Now, you can right-click any of the servers and select “Forget This Server” to remove it from the list.

NEW #562: CHANGE DATA DRIVE: Modern servers have relatively small SSD drive to hold Windows and key software. The data is kept on a large secondary internal hard drive.
It is now possible to move MetaServer’s data that holds all queued documents, MetaServer databases, workflows, logs, etc. to another drive than the C drive. Typically to a larger internal hard drive. In the server tab, you have a new function called “Data Drive“. It lists all available internal drives. For each drive, you can see the total size and its free space. You can also check the space taken by MetaServer’s data folder.
You simply select the drive you want to move the data folder to and press “Move…”

A warning message will pop up:

When pressing Yes, all data will be moved. Depending on the size of your data folder, this can take some time.
At the end of the process you can decide to keep the original data folder intact or delete the files in the original data folder.
NEW #561: BOOKLET SPLITTER: Booklets or saddle stitched books can be easily produced with modern digital copiers. The copier automatically prints pages in the right sequence, folds the paper and staples the book in the middle delivering a nice booklet in the output tray.
This booklet format is often used by attorneys or notaries to produce contracts, deeds, statements or notarial acts. Also surveys, exams, admission forms etc. are often printed in booklet format.
To split the folded booklets in individual pages with MetaServer, the booklets simply need to be unstapled and unfolded. After scanning the unfolded booklets with a wide duplex scanner, you end up with A3 (297 × 420 mm) or Ledger sized images (11″x17″), in case the folded booklet is A4 or letter size, containing 4 pages per sheet (2 on the front and 2 on the back) in an awkward sequence.
MetaServer’s Split Booklets action will split the unfolded pages in two and put them in the correct sequence.
To demonstrate the Booklet Splitter, we added a new workflow called: CB – BOOKLET SPLITTER
- Samples are available in: C:\META-DEMO\MFP\BOOKLET-SPLITTER
- Copy them in: C:\META-IN\MFP\BOOKLET-SPLITTER to split them
- The result will first be displayed in the Organizer to show the result during a demo, and after approval the result will be placed in PDF format in C:\META-OUT\MFP\BOOKLET-SPLITTER

NEW #575: VRS DESKEW AND AUTO-ROTATE IS NOW INCLUDED WITH TEXT EXTRACTION: New and existing MetaServer licenses that have the Text Extraction module enabled also get access to VRS Deskew, Auto-Rotate and fixed Rotate options.
For existing MetaServer licenses, you simply have to refresh your license to enable the VRS Deskew & Rotate option. Auto-Rotating and deskewing your scanned images before extraction helps improve the OCR read rate. It is just a matter of adding a VRS action and only enable the deskew and one of the Rotate options.
Converting to black & white requires the full VRS option, so make sure that VRS is configured in color mode.
Version 3.1(6) | 2020-09-03
NEW #540: WORKFLOWS – HIGHLIGHTER TO ORGANIZE WORKFLOW ACTIONS: The Workflows tab now features a highlighter tool to mark up actions belonging to each other in the same color.

The tool is also available in the context sensitive right-click menu for each of the actions.
The tool is useful when working with complex workflows containing distribute trees and conditional actions.
NEW #544: CONVERT TO JPG: You can now convert any imported file format to JPG. You can also set the JPG quality level.
When importing JPGs, you also need to go through a Convert to JPG action if you want to output the processed documents (separated / rotated / blanks deleted) in JPG format. To output the processed JPGs, select Processed JPG as the File Source in your export action.
NEW #507: NEW VARIABLE { Document File Type }: this new variable can be equal to one of the following values:
– JPG
– PNG
– TIF
– PDF
– PDF AcroForm
– PDF Image
– PDF Image with Text
– PDF Text
– PDF XFA
– Unknown
You would typically use a Set Field Value rule to populate a field with the Document File Type. Next, you can use a Distribute action to handle each File Type individually.
NEW #517: EXPORT TO BOX – USE BOX ID FOR SUBFOLDER: This new option allows you to provide a direct Box subfolder ID to accelerate export to Box with structures containing 10000s of subfolders.

The subfolder ID must be contained in a MetaServer field and should be selected as the Box ID in the setup. If the Box ID does not exist, MetaServer will fall back using the subfolder structure as defined in the Name entry of the setup.
To disable the feature and define all subfolders in the Document name entry of the main setup as before, just leave the Box ID field empty.
NEW #526: EXTRACT – SUPPORT TO USE ADDITIONAL CORES: So far, MetaServer used only 1 Extraction processing queue. It is now possible to purchase additional queues to leverage systems with multiple cores and increase performance.
Tests on a quad core system tripled the Extraction speed when going from 1 Extraction queue to 4 Extraction queues.
Please note that, if you have a workflow that already uses Kofax VRS, Convert to Searchable PDF, etc. these actions were already using their own queues and consume CPU resources. This means that you won’t get the same performance increase compared to a system mainly used for Extraction of metadata.
ENHANCEMENT #558: SERVER – IMPROVED WARNINGS WHEN THE CLIENT IS NOT CONNECTED TO A METASERVER: If the user prematurely interrupts the MetaServer discovery when they open the Admin or Operator client for the first time, a warning message is displayed:

When the user opens the backstage to activate or check his license without a MetaServer connection, the activation fields are grayed out and a big red warning message indicates: “”No MetaServer connected! Please go back to the main window and select a MetaServer.”

Version 3.1(5) | 2020-07-21
This patch is automatically installed from this version on. Technically VrsSdkPatch.exe is ran automatically in quiet mode at the end of the MetaServer and Admin installation.
ENHANCEMENT: VALIDATION DEFAULTS: We changed “View” and “Zoom” defaults to “Input (manual navigation)” and “Page width” which are the most commonly used settings.
ENHANCEMENT: EXPORT TO BOX CACHE ENHANCEMENTS:
1) We now store all folders in cache during parsing even those that we don’t need for the current document
2) We now adjust the “parse item count” automatically based on what Box reports as the maximum parse count. Previously, it was set to a fixed value of 100 items, but, apparently, Box typically allows a maximum of 1000 items, reducing the number of Box calls with a factor 10.
FIX: EXPORT TO FOLDER: Previously, the Export to Folder action failed when setting the folder to a server path without subfolders.
When the export folder just contained a server name, like “\\\\LOCALHOST”, and when you exported documents in subfolders under this server path, and those subfolders already existed, then multiple copies of the same file got exported indefinitely. This has been fixed.
FIX: EXPORT TO ENADOC: The user name was not saved correctly, causing export failures.
Version 3.1(4) | 2020-07-10
NEW: EXPORT TO ENADOC: Enadoc is a cloud-based or on-premise DMS that provides user-friendly features to manage large document libraries. The key features of the solution includes enterprise search, on screen document viewers, custom metadata, ability to implement multiple security levels at user and document level, document retention policy management, records management, integration with external systems and disaster recovery capabilities.
For more info, please visit www.enadoc.com
The Export to Enadoc action allows you to export documents to a specific Enadoc library using a Tag profile of choice to set the document’s security level. It also includes the possibility to set a document link that can be shared via email (using an Export to Email action) or include as a hyperlink in a CSV, XML file or database table.

NEW: EDIT – ADD EXTERNAL DOCUMENTS: Use the Add External Documents action to append or prepend additional documents that already exist on disk to the document processed by MetaServer.
For example, you can process a check with MetaServer, read the invoice numbers covered by the check with an extract action and store them in a field called Invoice List.
Next, you use an Add External Documents action to append these invoices already stored on disk and named after their invoice number to the check.

ENHANCEMENT: KOFAX VRS: SHOW FILE SIZE BEFORE AND AFTER VRS PROCESSING: We now show the file size of the page above the viewers before (left side) and after (right side) processing.

ENHANCEMENT: EXPORT TO BOX: You can now also see the field type in the field mapping table (string, date, float or enum). If the field is of the enum type, you can also see the allowed values in Box through a drop-down.
Version 3.1(3) | 2020-06-19
You can map MetaServer fields with Box metadata attributes for precise searching. You can also generate searchable PDFs (or PDF/A) to perform a search on any word in your scanned documents stored in Box.
Once your documents reside in Box, they also become mobile. Box apps are available for Android, iOS and Windows smart phones and tablets. And if you want to store documents on your local system or server, install the Box sync software to keep a local replica of your documents as well.
We spend a lot of time optimizing the export to BOX for speed to handle large document volumes, we accomplished this by caching folder IDs and by using multiple export threads.
You can use the Box connector with any of Box’ subscription plans. However, Metadata & custom templates are only available starting from the Business Plus plan.

NEW: CONVERT – KOFAX VRS: with this new Convert action you can improve image quality. Here are some of Kofax VRS’ key functions:
Perfect Images: Get process-ready images enhancing faint text enabling better recognition and OCR extraction rates.
Color Detection: Detect and retain color in mixed batches of color and black-and-white documents without presorting. Black-and-white documents are stored as very compact files.
Automatic Deskew: Automatically crop and deskew each image based on the content of the original documents.
Auto Orientation: Automatically rotate a page that is scanned in a non-standard orientation.
Blank Page Deletion: Intelligently delete blank pages.
Hole Punch Removal: Eliminate hole punch markings with the surrounding page color.
Cloud-Friendly Images: Suppress noisy backgrounds and shaded areas, resulting in ultra-compact image files that are ideal for display and rapid retrieval over the web.
In the below screenshot, you can see Auto Orientation, Automatic Deskew, Faint Text Enhancement and Hole Punch Removal in action.

If you install MetaServer with the full installer, which you can download from the MetaServer product page, a number of demo documents will be placed in:
“C:\\META-DEMO\\MFP\\KOFAX VRS”
These demo documents are perfect to experiment with the different VRS settings.
NEW: CONVERT TO PDF/A: with the Convert to PDF/A action, you can convert standard PDF files to archivable PDF files for long-term preservation (PDF/A).

NEW: IMPORT EMAIL – DISK SOURCE: you now have two import sources in the Import Email action: IMAP and Disk. When you select Disk as a source, you can import .eml and .msg files from a watched folder instead of watching an email inbox through IMAP.
NEW: IMPORT EMAIL: Replace invalid files / password protected files with a warning image.
Before, invalid / corrupt attachments and password protected attachments were moved to the errors tab and valid attachments continued to be processed. With these new options enabled, the files will be replaced with warning images. This makes it visually clear that some attachments were corrupt or password protected.

The final PDF will look like this:

NEW: VALIDATION: HYPERLINK VALIDATION RULE: We added a new View option with the Hyperlink validation rule. This validation rule opens external files in an associated program.

In Validation, Hyperlinks show as “read only” fields with a hyperlink button. Pressing the hyperlink button opens the file in the associated program.

If the value is not a file but just a folder, then the hyperlink button will open the folder in Windows Explorer.

NEW: ORGANIZER / VALIDATE: OPEN DOCUMENT LIST – FILTER: You can now filter the documents in the document list. Just click the filter icon in the column you want to use for filtering and only check the values you want to display in the list. You can combine filters of multiple columns.

Version 3.1(2) | 2020-04-24
NEW: EXPORT TO EMAIL: INSERT IMAGES AND PAGE THUMBNAILS IN HTML EMAIL BODY: It is now possible to insert one or more pages of the document or up to 5 images from disk in the email body.

You can define the dimensions (by default, we fit the images in a 600 x 600 rectangle) of your page thumbnails and images through the Document Thumbnail or Image From disk setup.
You can use different variables in your HTML code to set the image source (page thumbnail or image from disk) and the width and height. You can also select a predefined full HTML code option to insert the correct HTML code to insert a thumbnail or image.
Document Thumbnail
Variables for document thumbnails:
{ Document Thumbnail, 1 }
{ Document Thumbnail Width, 1 }
{ Document Thumbnail Height, 1 }
The number indicates the document’s page number for the thumbnail, so you can specify which page you want to insert as a thumbnail.
For example:
– Enter 1 for the 1st page
– Enter -1 for the last page
– Enter -2 for the page before the last page
– Etc.
You can also use the “Full HTML” option to generate the correct HTML code to insert document thumbnail of page 1. Simply change the page number if you want to display another page number:
<p>
<img src=”{ Document Thumbnail, 1 }” width=”{ Document Thumbnail Width, 1 }” height=”{ Document Thumbnail Height, 1 }” alt=”Document Thumbnail, 1” title=”Document Thumbnail, 1“>
</p>
Images from disk
You can insert JPG, PNG, static and animated GIFs to your email body. These can be selected and mapped to the image variables during setup by first copying them to the following folder:
C:ProgramDataCaptureBitesProgramsMetaServerDataImages
Variables for images from disk:
{ Image From Disk, 1 }
{ Image From Disk Width, 1 }
{ Image From Disk Height, 1 }
The number indicates the image number.
You can also use the Full HTML option to generate the correct HTML code to insert Image From Disk, 1. Simply change the image from disk number in the HTML code if you want to display another image from disk:
<p>
<img src=”{ Image From Disk, 1 }” width=”{ Image From Disk Width, 1 }” height=”{ Image From Disk Height, 1 }” alt=”Image From Disk, 1” title=”paid stamp”>
</p>
You can also select the “Full HTML including Hyperlink” option to insert a clickable image pointing to a hyperlink:
<p>
<a title=”CaptureBites Software Development and Consulting” href=”https://www.capturebites.com/“>
<img src=”{ Image From Disk, 1 }” width=”{ Image From Disk Width, 1 }” height=”{ Image From Disk Height, 1 }” alt=”Image From Disk, 1” title=”cb logo”>
</a>
</p>
If you want to insert another image than image 1, just replace the number with the desired image number.
Version 3.1(1) | 2020-03-27
NEW: ONLINE LICENSE ACTIVATION:
IMPORTANT: After upgrading to MetaServer version 3.1.1, a pop-up window will ask you to request a serial number. If you haven’t received a serial number already, please press the “Request a Serial Number” button and fill out the form. We will send you your serial number as soon as possible.
Please also note that old MetaServer activation codes (e.g. “K-123F0-12345-123B4-CD12B-C0D12-E1EB2”) are not compatible with this version and future releases of MetaServer. You can apply for a replacement serial number through our online request form.

Previously, customers had to install MetaServer first before we could provide the activation code. With this new licensing system, the customer immediately receives a unique serial number when he orders MetaServer that he can use to activate his license.
The new licensing system features following capabilities:
1) Online Activation: Just enter the serial number and press Activate. A serial number can only be used on one machine. To reuse it, it needs to be deactivated first. A detailed guide on how to activate MetaServer can be found here.
2) Online Deactivation: liberates a license serial number so it can be used on another machine.
3) Online Refresh: the customer can order additional MetaServer modules which are linked with their existing serial number. To enable these additional modules, the customer simply needs to open the license tab and press Refresh to activate them.
4) Offline Activation: if your system does not have a network connection, you can activate / deactivate your license manually on another device with an internet connection. A detailed guide on how this works can be found here.
NEW: ORGANIZER: Organize a document before all thumbnails are created. This means that thumbnails are now only created when you need them, making it possible to interact with the document sooner.
ENHANCEMENT: FIND WORD – ACCEPT WORDS FROM DB: If you try to test a document with an empty DB table (= zero records), you get a warning message: “Rule X, Find Word with Mask / Words: Accept words from database: table ABC is empty. Please add records to your table.”
Version 3.1(0) | 2020-03-13
NEW: ONLINE LICENSE ACTIVATION: This is a limited Beta version.
Version 3.0(32) | 2020-03-02
NEW: EXPORT TO DOCUWARE: DOCUMENT LINK: You can now generate a direct link to a document exported to DocuWare. You can then use that link in an email message (for example, to send a notification email), export the value to a database or include it in an index file.
In the Export to DocuWare setup, you simply select a MetaServer field to hold the Document link. To disable this, you just need to select nothing in the fields drop-down list (default).

NEW: FIND WORD – DB LOOKUP: MAP MULTIPLE HITS: It is now possible to return multiple hits to mapped fields.
For example, if you first extract an invoice number related to a number of shipments, you can use that invoice number to find all container numbers in a database related to that invoice.
The new options are located in the Field Mapping tab of the “Accept words from database” setup. You’ll find a drop-down with all possible actions to take if the search resulted in multiple hits:

– Skip mapping: the current default behavior and returns “{ Multiple hits }” in the mapped fields.
– Keep first match: returns the first hit. This is useful if your database contains duplicates.
– Keep all matches: generates a list of all matched values in each of the mapped fields, including duplicate values
– Keep unique matches: generates a list of all matched values, removes the duplicates from the combined values of all the mapped fields and populates each mapped field with their values.
Version 3.0(31) | 2020-02-20
ENHANCEMENT: VALIDATION: Input (manual navigation): A Validation field in Input (manual navigation) mode, now auto-focuses and loads the correct page if the data is extracted automatically (i.e. there is a pink rectangle).
Only when there is no value / pink rectangle, it does not do anything and it will stay on the current position in the document. Previously, it did not focus on the extracted value if there was one.
Version 3.0(30) | 2020-01-15
ENHANCEMENT: CONVERT TO FORMAT: The Convert to Black & White setup now features 2 viewers:

ENHANCEMENT: The Measure Tool is now always available in all viewers. It also shows the total page size in pixel and cm or inch (depending on your region settings).

FIX: { Document Page Number } is a variable that you can use in conjunction with a multi-line field.
For example, if you define a Set Field Value rule and set a field “Line items” equal to:
{ Document Page Number } of { Document Page Count },{ Field, Line items }
Then each line item will be preceded with the page number where it comes from.
The issue was that the line numbers were not updated correctly during Testing of the Extraction rules and always showed as Page 1.
Version 3.0(29) | 2020-01-07
NEW: EXPORT TO SAP – ADVANCED HANDLING OF BARCODE MISMATCHES:
When the barcode on a document does not match the object in SAP, users often generate a new open barcode number in SAP and write that number on the page under the original barcode. The original barcode will be recognized but will fail the barcode check during Export to SAP.
When this happens, the Barcode mismatch condition becomes active and the document can be sent to validation or email export or both.
We updated the sample CB – LATE ARCHIVING workflow to send barcode mismatch documents to a special validation screen where the operator can enter the handwritten number instead of the barcode and resubmit the document to SAP.
NEW: PAGE SIZE VARIABLES TO SEPARATE ON PAGE SIZE:
We added 3 new variables in the Document and System variables category:
{ Document Page Width }: returns the width of a page in cm or inch depending on the windows region.
{ Document Page Height }: returns the height of a page in cm or inch depending on the windows region.
{ Unit of Length }: returns “cm” or “in” depending on the windows region. You can use this to make your separation rules region independent and compare with correct dimensions depending on the detected Unit of Length.
Version 3.0(28) | 2019-12-02
NEW: EXPORT TO DOCUWARE ACTION
With the MetaServer Export to DocuWare action, you can export documents to DocuWare Cloud and On-Premise. Basically, DocuWare stores documents in File Cabinets. Each document can be categorized using multiple index fields. In the Export to DocuWare action, you can directly connect to your DocuWare system and list all available File Cabinets.
After a File Cabinet is selected, the associated index fields are listed and can easily be mapped with MetaServer fields and values. If you use index fields as DocuWare workflow triggers, then you can start a workflow automatically by feeding the trigger index field the correct value directly from MetaServer.
We can also export documents to DocuWare Document Trays. Consider a Document Tray as a generic inbox for documents that need some human interaction like manual review and classification. Document Trays don’t feature index fields because the purpose is to assign them to a File Cabinet in DocuWare manually or by using automation inside DocuWare. You can configure the document name displayed in the Document Tray by using a variety of MetaServer metadata fields and values.
You can apply for a 30 day DocuWare account free of charge here.
Version 3.0(27) | 2019-11-21
NEW: { EMAIL BODY TEXT } VARIABLE: We added a variable { Email Body Text } that contains the flat text of the imported email body. You can set a field equal to { Email Body Text } to extract data from it.
For the moment, you cannot load EML or MSG emails for testing. The easiest way to test extraction from the email body, is to create a special workflow to import emails, convert the body and export the body as PDF. You can then use those body PDFs for testing.
Alternatively, export the { Email Body Text } as a File Index in *.TXT file format, open the .TXT file in Word for Windows, save it as PDF and use those PDFs for Testing.
In the future, we plan to support *.EML and *.MSG files in the test viewer populating the email metadata variables such as the { Email Body Text } based on the selected email MSG or EML file in the Test viewer.
NEW: IMPORT OPTION: ONLY IMPORT FROM SUBFOLDERS: Some customers place PDF files in a sub folder of the MetaServer’s watched folder. The subfolder’s name is actually the batch name and is used to name the final CSV or XML with the metadata of all documents in that subfolder. In these cases, the subfolder is mandatory, otherwise there is no batch name and we cannot name the CSV file. Hence the need to avoid that users put files directly in the root of the watched folder.

If the option is ON, files that are placed directly in the root are ignored.
Version 3.0(26) | 2019-11-14
NEW: IMPORT: SUPPORT FOR PNG: You can now import and process PNG files in the same way as we already did with TIF and JPG files. Refer to the release notes of Version 3.0(25) for more details.
ENHANCEMENT: IMPORT: BETTER SUPPORT FOR SMART PHONE GENERATED JPG AND PNG FILES:

Documents captured with a smart phone in JPG or PNG format often do have incorrect, too large page dimensions causing data extraction and viewing problems.
Enabling this option reduces these very large JPG or PNG files to A4 or Letter Size. Image quality is preserved, only the paper size is updated. JPG and PNG images with small dimensions such as receipts or business cards remain untouched.
You can enable this correction in the Import Email and Import from Folder action. By default, the paper size is Letter Size for US and A4 for other regions. The setting is not only applied during import, but also during testing in Extraction and Separation actions.
Version 3.0(25) | 2019-10-30
NEW: IMPORT FROM FOLDER AND IMPORT EMAIL: MetaServer can now import TIF and JPG from folder and TIF and JPG email attachments.
NEW: IMPORT FROM FOLDER: CREATE A DOCUMENT PER SUBFOLDER: You can now create documents from subfolders in the watched folder containing TIF and JPG files each representing a page of the final document.
A typical input structure would be:
WATCHED FOLDERDOCUMENT001 01.JPG
……………………………………