Only orders submitted through DocuCite and currently in workflow are visible on the Match to Order screen. Also, verify the order is not being excluded from the list based on the filter being applied. Modify the filter, if necessary, to find the order.
Check the status of the match to order. If the status is "Matched" then the documents have been matched. Orders with a status of “Uploaded” or "Doc Review" have not yet been matched by order processing.
On the processed preview screen, scan the captured image of the document for readability. Verify there are no blurred areas on the image, the document is cropped appropriately, and you can read the document.
If auto-mode will not capture your document, toggle from Auto mode to Manual mode. The toggle is located on the upper right section of the capture screen when viewed in portrait orientation. Tap on the toggle and a camera capture icon will appear. Fit the document in the viewfinder and tap the capture icon.
Simply select the Order Review icon from an order in Order History or from a notification message. Selecting this icon will open the Order Review screen. In Order Review you will be able to review the customer information and preview document images. However, no edits can be made in Order Review.
Turn on permissions for DocuCite to send notifications to your device. After installing the application you will be prompted to allow DocuCite to send push notifications. Otherwise, you can go to your device settings and turn on notifications for DocuCite.
Yes, it is required that DocuCite is able to access the device’s camera. DocuCite will optimize the camera settings to capture the best image quality given the environmental conditions at the time of capture. The application will not run without camera access.
Yes, a limited set of features are available in offline mode such as capturing a new order. Any orders captured in offline mode will automatically be uploaded to Hy Cite when connection is established.
