Captricity transforms paper forms into actionable data.
How does it work? There are just three basic steps:
- Create a Template. The Template tells Captricity what data to look for.
- Upload a Batch of filled-in forms. Upload images or PDFs of the filled-in forms you want to process.
- Submit your Batch; let Captricity work its magic. When the batch completes, you'll receive an email with a link to review & export your data.
This quick-start guide will walk you through all you need to know to complete each step. If you still have questions, email us at firstname.lastname@example.org.
Step 1: Create a Template
First, upload a Template document.Click on "Templates" at the top of your screen to go to the Templates page. Find and upload a clean version of the documents you want to process. It is very important this version is a perfect match to your filled-in forms. If possible, it should also be blank.
Drag and drop or click to select all of your template pages. Click "Next" to move on.
Then, define Fields on your Template.Draw boxes around the information on the page you would like Captricity to enter, and define the fields using the Tool Box on the right. All changes are saved automatically. Click "Finish" to move on.
Step 2: Upload a Batch of filled-in forms
Upload filled-in forms to your Inbox.When you log into Captricity, you'll land on your Inbox. Here, you can upload your filled-in forms in PDF, PNG, TIFF, GIF, or JPG format. Upload directly from your computer or from one of our cloud storage integrations (Box or Google Drive).
Step 3: Submit Batch for Processing
Click to process a Batch
Find the Batch you want to process in your Inbox. Click "Process this Batch."
Then, select a Template
In the popup that appears, click on the template that matches your form. Then click "OK" to associate the Batch with that Template and create a Job for processing. (A "Job" is a combination of any number of filled-in forms uploaded to one template at one time. Each "Job" yields one batch of data, or CSV file.)
Finally, submit the Job
You'll have one final chance to review and edit your template (click "Edit Template") or add more forms (click "Update Images"). If everything looks good, click "Submit" to start processing the Job.
And that's it! Captricity will take it from here.