You should already have all of your completed forms saved as image (JPEG, PNG, TIFF, GIF) or PDF files. (For more help, see How To Create Image Files.)
You can upload image files to Captricity from your computer or directly from Box or Dropbox accounts. You can also capture and upload images using our mobile application. Find out how to do that here.
Uploading from your computer
Upload files from your computer in one of two ways:
1. Drag and drop files into the box.
2. Or click the link to select files from your computer.
Uploading from a Box account
Uploading files directly to Captricity from a Box account is usually much faster than uploading them from your computer.
1. Select the Box icon on the Upload Forms screen.
2. If this is your first time uploading to Captricity from Box, you will be asked to log in to your account. In the future, you will skip log in and be automatically directed to the next step.
3. A list of your Box folders and files will appear. Click on the folder you want to upload, and then click the yellow “Select Folder” button.
Uploading from a Dropbox account
Uploading files directly to Captricity from a Dropbox account is usually much faster than uploading them from your computer.
1. Click the Dropbox icon on the Upload Forms screen.
2. If this is your first time uploading from Dropbox, you will be asked to sign in to your account. In the future, you will be automatically directed to the next step.
3. Once you sign in (or if you are already signed in) to Dropbox, you will be asked to allow Captricity to connect with your Dropbox account. Click the blue “Allow” button. You will only have to do this the first time you upload from DropBox. In the future, you will jump directly to step 4.
4. You will see a list of your Dropbox folders. Click on the the correct folder, then click the yellow “Select folder” button.
You already created a template of your form so the system knows how many pages it contains. That means that when you upload your completed forms, they will automatically be organized into sets, with each set representing one completed form.
If you try to upload duplicate files, you will receive an error message with the option to cancel the upload and try again or continue with duplicate files removed.
Checking for errors
Check for errors before moving on. The results will be flawed if pages are missing or out of order.
- If all sets are complete and pages are in the right order, click “Ok, they are correct”
- If a page is missing or out of order, click “Oops, try again” to repeat the upload process.
Once you click “ok,” your files will automatically start to upload and you’ll see a status screen like this:
Working with PDFs
There are a few ways Captricity handles completed forms that are saved in PDF format.
If the PDF matches and contains the same number of pages as your template, you can upload a single PDF or a batch of PDFs at one time.
If the PDF contains more pages than your template, a pop-up window will appear with three options:
The first two options apply if you have a large PDF document but do not want to digitize every page. For example, if you have an 11-page tax document and only want to process information from the first page. Captricity can extract pages from the beginning or end of the document, but only as many pages as match your template.
1. Extract pages from beginning of PDF
To extract and digitize pages starting with the first page of the PDF, select the first option. This example is for an 11-page PDF based on a one-page template, but you will see numbers relevant to your job in real life. Remember that Captricity will only take as many pages as match your template.
2. Extract pages from end of PDF
To extract and digitize pages starting from the last page of the PDF, select the second option. This example is for an 11-page PDF based on a one-page template, but you will see numbers relevant to your job in real life. Remember that Captricity will only take as many pages as match your template.
3. Split PDF into separate forms
If you have a large PDF that contains multiple completed forms, and each form matches and has the same number of pages as your template, select the third option. In this example, the 11-page PDF will be split into 11 separate one-page forms since Captricity already knows the template is one page in length.
But likewise, if you have a 3-page template and upload a 21-page PDF, Captricity will split the PDF into 7 separate 3-page forms.
This works for two reasons: 1) we already know the length and format of your template, and 2) your PDF contains completed forms that match the template.
Uploading large files
If your files are really large your browser may crash. If this happens, you will be prompted to use the “large file uploader.”