September's New Feature Roundup

September 24, 2014 by Lani Rosenthal

With all of the amazing growth at Captricity since we announced our Series B funding, we wanted to find a way to keep users abreast of the great features we’re constantly adding. Starting today, there will be a new series on this blog -- each month we'll post a "New Feature Roundup" to fill you in on the best releases from the past few weeks. As always, if you have any new feature requests or feedback, please let us know at!

Revamped Template Settings Page -- Format Data & Reorder Fields

We've added great functionality to our template settings page, and you can now fine-tune your data formatting before or after running a job! Use the new "Format Data" tab to specify capitalization, split multiple choice fields into multiple columns, and access the "find & replace" tool. Or use the new "Field Ordering" tab to rearrange how your results are displayed. Check out this support article to learn more about these new features!


Re-Export Salesforce Errors

For users taking advantage of our Salesforce integration, there's a great new option for re-exporting problematic fields. From time to time some data will fail to export due to formatting requirements (e.g. a code must be 5-digits, but it's only 4-digits). Captricity now let's you view & correct those export errors, and then re-export only the errors that have been resolved. This will prevent duplicate records and help keep your Salesforce account organized. To learn more, check out this support article.

View Form & Template Together

When browsing the results of a job, you can now easily view your form and your template side by side! Are you noticing funky alignment in your results? This is caused by running a job with a template that does not match your forms. With this new feature you can quickly check if this is the case, so you'll spend less time troubleshooting and more time basking in great digitization results.

Unique Field Names

In preparation for some great new changes on the horizon surrounding how you view and manage job results, templates now only allow unique field names. Nothing will change with your existing templates, but as you create new templates you'll see this in action. You can read up on other tips for defining fields on your templates in this support article.

We hope you'll love these new features as much as we do -- drop us a line at and let us know what you think!

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