The first step is to select and upload the form you are using for this job. Once you upload the form, we create a template of the form in order to transcribe the information you want digitized.

If this is your first job, select and upload the blank original form from your computer. If the form has more than one page, upload one page at a time starting with the first page.

You can do this one of two ways:

Drag and drop the file into the box

Or click the link to select a file

Repeat for each page of the form.

Make sure that the pages are in the right order. If any page is out of place, drag and drop it in the right place.

If you’ve already created a job, you can either upload a new form from your computer (following the steps above) or select a template created in a previous job.

Click “Use this One” to use the template you’ve selected.

Upload images of filled-in forms. (You’ll be able to edit the template later.)

Review and confirm.

 

If you’d like, you can edit the template now. Click “Edit Template.” If you’re satisfied with the template, click “Submit Order” to start running your job. The following steps walk you through editing your template.

Duplicate the template (this will create a new version of the original which you can edit).

Edit fields, then click “Next” to apply changes and move forward with your job.

Re-naming and deleting templates

When working with multiple templates, it may helpful to re-name them for clarity.

• Click “Rename” under the template you wish to rename, and enter the new name in the box.
• Hit “Enter” when finished to save your work.

Likewise, stay organized by deleting outdated templates.

• Click the “X” in the upper right corner of the template.
• A box will appear asking: “Are you sure you want to delete [document name].” Click “Yes, Delete”.

More help:

• See Frequently Asked Questions