Manage Template Settings
From the bottom of each Template definition page:
From a Jobs Results:
From a Data Hub:
On a Template's Settings page, you can view, rename, and/or duplicate the template, use the splitting files tool, format your data, change how blanks are displayed, manage and add versions, and change the order of your fields.
From the General tab, you can view, rename, and duplicate the template, and change the status to active or draft. Duplicating a template will create an identical copy of the template, including all of the fields and any formatting you've applied to the template.
You can also choose how Captricity splits multi-page files. For example, if you have a 1-page template Captricity could split a 10-page file into ten 1-page instances and digitize all of them, or it could digitize only the first or last page of the file.
From the Format Data tab, you can format fields in your template using the Find and Replace, Field-Split, and Change Case tools. You can also customize all BLANK and IMPOSSIBLE cells in your data. And, you can format your Date fields. All formatting can be done before or after processing a job and can be applied to multiple fields at once. Any formatting changes will be reflected in all the jobs processed with that template. All data formatting also will be retained when the template is duplicated. To access one of the tools, simply click on it.
You can apply any of these formatting features to as many fields as you like. All the formatting you've applied will appear in yellow boxes under each specific tool. Click undo to remove any formatting, or "Remove All" to remove all formatting changes for a specific feature. You'll see the formatting changes you've made reflected in the results for all jobs run with the template, and the formatting will be retained when the Template is duplicated.
Find and Replace
The Find and Replace feature allows you to search for a value that appears in a field and to replace it with a new value. Type the value you want to replace in the 'Find' box on the left, and enter the value you want to replace it with in 'Replace with...' box on the right. Then, select the field(s) to which you want to apply the formatting to by clicking the box. Click save to apply your changes.
Split into Multiple Columns
With the Split into Multiple Columns feature, you can easily format multiple choice fields so that each answer is in an individual column in your data. Click the boxes of the multiple choice field(s) you want to split and then click save.
Now, when you look at the results for a job, you will see that each multiple choice answer has its own column. If you want to change the formatting again, you can do so by clicking on the "More Actions" button and then "Template Settings."
Note: In order to edit the value of a multiple choice field that has been split into multiple columns, you will need to unsplit the field.
The Change Case tool allows you to format entire fields in a certain style. You can choose to format the data for specific fields in UPPERCASE, lowercase, Title Case, or Sentence case. Click the boxes of the fields you'd like to format, and select the button for the appropriate case formatting. Click save to save changes.
You can customize BLANK values in your data. By default, all blank or empty shreds of data are classified as --blank--. You can choose to change this value so that blank values are displayed differently across all your fields. This customization applies to all --blank-- values for all data digitized using that Template.
You can also customize IMPOSSIBLE values in your data. Captricity will mark any value impossible if it is illegible (ex. extremely messy handwriting or a scan too dark to read anything) or falls outside the range of allowed values (ex. a field defined with a range of 10-100 has a value of 200 written in). By default, all impossible shreds of data are classified as --impossible--. You can choose to change this value so that impossible values are displayed differently across all your fields. This customization applies to all --impossible-- values for all data digitized using that Template.
A Date field will capture numerical dates (like 5-9-92) and long form dates (like May 9th, 1992), including abbreviations for months (such as Feb. or Nov.). By default, all data digitized by using a Date field will be captured exactly as it appears on the form. You can choose how to format Date fields either before or after processing data, including punctuation and character length. Date formatting options currently include standard American date format (month before day) and standard International date format (day before month).
Date formatting is the only allowed formatting for Date fields.
First, choose the expected input of the dates on your forms from the dropdown. This is the format you expect the dates to be in when they are written on the forms. If you are unsure of how the dates will be written on your forms, simply choose that option.
Then, select the desired output formatting of the dates from the dropdown. If you know the input format of the dates, you will specify the ordering of the month and day in addition to punctuation and character length. If you do not know the input format of the dates, you will select punctuation and character length.
After you selected the date input and output, select the fields to which to apply the formatting. You can format all your date fields in the same way or in different ways. Then click Save. You can specify additional Date field formatting afterwards. You can click undo or remove all to remove your Date field formatting at any time.
All the data digitized within that Date field will now appear in the specified formatting. Any data that does not fit with the formatting will be marked as impossible (for example, a date is captured without a year be returned as impossible). All date formatting will be maintained in data CSV, Google Spreadsheets, or Salesforce exports.
Remember that you cannot use Special Instructions or apply other formatting (like find and replace, change case, or split into multiple columns) to Date fields if you want to apply Date formatting to them. If you want to format your dates in another way besides the listed options, use Special Instructions to specify the desired output instead of the formatting tool. Please also email us to let us know in what format you would like your dates - we will keep your feedback in mind as we update the tool!
Note: You can also access the Template Settings page when formatting a Date field within the Template.
You can change the order of fields on a template by template basis. The changes you make to the order of the fields will be reflected in the results of all jobs processed with that template and whenever the template is duplicated.
From the Field Ordering tab, you will see a list of all the fields you have for that template. Before a template has been used to process a job, the field ordering will default to alphabetical order. After a template as been used to run a job, Captricity orders the fields from left to right, top to bottom for every page of your template. The number associated with each field corresponds to the ordering of the columns in the results page for each job.
To change the order of the fields, simply type to change the field position numbers and click update to save these changes. You will see the order of the field columns changes for all jobs run with that template.
If your subscription allows you to create Template Versions, you can manage the versions for a template from the Template Settings as well. See Add Template Versions for more information.