Creating a new job
What is a Job?
A Job is a set of documents that you have imaged, and want to extract data out of. How many document you include in a job is up to you. When you submit a job, it takes about a day for the results to come back. It’s kind of like having the mailman come by each day to pick up and drop off your documents.
What’s the difference between a template and a form?
A form is the original document you used to collect the information you want digitized. For example, a test, survey, or questionnaire. A template is a digital copy of your form that gets created within Captricity to help us process your job.
What if I don’t have a blank form?
We need the blank form to be exactly the same as the completed forms. Make a copy of one of the completed forms and white-out or erase all of the handwritten information and answers. Then scan it to your computer. You can also scan a completed form and use image-editing software to white-out the information.
What if some of my filled-in forms are just a little bit different from each other and the template?
The template must match every form perfectly. Each set of identical documents should have its own template, different from other document sets which don’t look exactly alike. Find either a blank form (preferable), or white-out a filled-in one (back-up option). Create separate jobs, with separate templates, for any forms which are not identical.
What if the image for my template is sideways (facing one side, rather than up-and-down)?
Not a problem! Our advanced image alignment algorithm will correct it for you.
How long will it take to upload all my information?
Depending on quantity and size of your files and your Internet connection, it could take minutes or hours. If you have many thousands of pages, you may find it faster to upload from Box, DropBox, Google Drive, or SkyDrive.
Can I stop and come back later to finish?
Yes, absolutely. Your information is automatically saved every step of the way.
If I hit the “back” button is the work I’ve already done saved?
For the most part, yes. The exception is if you hit the “back” button in the middle of uploading files. If that happens, you’ll see a message letting you know how many files successfully uploaded so you can go back and upload the rest.