Template is the first step of capturing. If you want to capture a document, first you need to create this document's template. Every different type of document must have their own template. Create your own or choose from our library of existing templates for commonly used forms and documents.
Upload your sample document; for best results choose one already filled out with data.
Select the fields that you want to extract. For example; "date", "name", "adress" or "barcode" fields may be chosen.
Choose the final file format (CSV, JSON, etc) and your transferring destination (dropbox, email, your database, etc.) Your template is ready! Now, when you upload or scan documents, CaptureFast will extract data from these documents based on the fields in the template.
Watch our video tutorial here: EMBED VIDEO: CaptureFast Tutorial #1: How to create a new template
Our AI needs to know what type of information you want to extract from your document type first.
Once you create a template, you can upload multiple documents with the same format and extract data in seconds, saving manual data entry time.
Not yet. For now, please create templates from CaptureFast web application. >> App Capturefast Once you create a template on your web app, you and your field team can start scanning from their phones.
As many as you wish. 1 template = 1 type of document/form
(e.g. Invoice, Bill of Lading, W2 would all be separate templates)
No, you don’t have to use an unfilled form only. You can use a filled form or document to design a template.
Field is the area which contains a Label and an Answer, or only a Label.
(For example, "Customer Name" is a Label. "John Smith" is an Answer.)
You don't need to define a label for non-labeled fields. Your selected field comes as your answer. But, in labeled fields you have to select minimum 1 label as an answer.
Yes, you can assing more than one label to a field as much as you need.
Use advanced functions to get a value specifically or enter a value in a certain format by reading the filters for a field that you are created.
(For example, you can enter a min-max value in the verifier for a numeric field.)
You should visit "Verify" or "Documents" tabs to complete verification and get the extracted data
Verify step allows you to check whether the fields were properly extracted from each document before sending out the data to your destination.
Yes, if you prefer not to check your fields after capturing, you can skip the verify process.
If the fields are not choosen as mandatory, it's possible for you to not check the fields.
Nothing! You have already chosen your destination and file format while creating your template.
Just verify the document and find your data under your chosen destination.
You can always update your settings by going back to your Template.
Zapier, Salesforce, Filenet, Google Drive, Dropbox and more.
Yes, you can send the document by calling our API with the necessary parameters.
If you do not set a destination, you can not complete the capturing process.
You must choose your destination while creating your template.
Output goes to destination which you have chosen in template section.
Dropbox, E-mail, Google Drive or wherever you want.
Output files, which you receive will be in 2 formats: image and data files.
Image file formats can be original, PDF or TIFF. Data file formats can be JSON, XML or CSV.
"Yes, once your trial package is finished, you can perform verifier and transfer documents you have captured in the past.
However, you need to upgrade your package to upload new documents."
Team is using for generating team members' responsibilities. You can create your team and assign every team member different jobs.
There are 3 different roles in a CaptureFast team. Capturer; is responsible for capturing and transferring the document. Verifier; is responsible for verifing the document that comes from capturer and Manager; is the person that control and coordinates the process.
If you have a lot of documents, creating a team and managing roles can help you to automate your workflow.
We accept credit cards; Visa, MasterCard, American Express, JCB, Discover, and Diners Club. We charge your card in US Dollars.
Like thousands of other cloud service providers, we use Stripe to process your payments. We do not store your credit card information. You can find more about Stripe’s security level here.
Sure, we have forever free plan that includes 100 pages of capture credit monthly, unlimited templates and unlimited users. You do not need to provide credit card details in order to subscribe to our free trial.
You can click “upgrade your plan” on the Dashboard in the CaptureFast mobile application where you can pick from within 3 different subscription plans. You may choose to be billed monthly or annualy.
Our plans are geared towards businesses with different amounts of document capture needs. All plans allow free access to the CaptureFast web app and CaptureFast mobile document capture app.

The number of credits in your account vary accordin to the plan that you choose. The basic plan allows for 1000 capture credits per month, professional plan allows for 10,000 capture credits per month, and business plan allows for 30,000 capture credits per month.
The business plan also allows for customers to access CaptureFast APIs and mobile SDK.
All plans allow for unlimited users to be invited to your team.
Yes, you may your plan at any given time. You may click “upgrade your plan” from your Dashboard on the CaptureFast mobile application and choose the plan you would like to upgrade to.
You can also change your current plan under Settings-Billing page.
If your credit card details are already stored you will not be asked to reenter the info.

If you downgrade your plan you will be able to use your capture credits until the end of your billing cycle and be switched to the lower plan with the beginning of your next billing cycle.
If you’ve gone over your current plan’s allowance, you will have 2 options: to upgrade to a higher plan, or wait until your next billing cycle starts.

If you upgrade your plan before the end of your current period and if you haven’t used up all of your available credits, your current usage will be counted towards your new subscription, and you will be charged a prorated rate for the difference during your next invoice.
You may cancel your plan at any given time. If you cancel your plan before the end of your monthly or annual billing cycle you will be able to use your remaining capture credits until the end of your cycle.
You will be issued your first invoice on the day you subscribe to one of our plans: Basic, Professional or Business. Unless you upgrade, downgrade or cancel your plan your plan you will be issued a recurring invoice on the same day or closest day every month for monthly plans or every year for annual plans.
You have an option to be billed every month or just once a year when subscribing to a plan. If you subscribe to a monthly billing plan, you are charged and issued and invoice at the beginning of your billing cycle, every month on the same day. If you choose the annual plan, you are charged the yearly amount at the beginning of your billing cycle only once a year. Annual plans are approximately 20% cheaper than monthly plans.
Sure, you may switch to an annual billing plan where you will be charged the remaining part of the total yearly discounted annual rate.