@mgbtax I checked in with the engineering team and they have added Box 15 for T4 and are just waiting for it to be in the next DoxCycle release. I’m not sure exactly on the timing. Thanks for bringing it up to us.
@grangers2016 I’ve spoken with engineering and they have logged a ticket to look into it. They may need to reach out for more information if that’s okay.
Us too, we use it all day every day. It’s a great system but definitely needs work in the classification department. Never gets the taxpayer right when auto sorted
Thank you to everyone who sent in sample files so we could see the issue. Here’s where things stand…
The files aren’t being imported because they are lower than 300dpi, probably because your clients scanned or used a camera that created a file at a lower resolution. This is a requirement because to make the OCR work as well as it does, we need at least a 300dpi file. OCR is what drives the data extraction and automatic classification.
I thought that previously we allowed import of lower quality so that they can be included in the PDF but just flagged the image quality as a potential issue. So we’re looking into seeing whether that is indeed the bug.
Another type of PDF that I always have problems with is any PDF is that “secured”. I get why DoxCycle can’t import a secured PDF, but it would be great if DoxCycle didn’t freeze when I accidentally hover over the preview of it from the Unassigned Folder. I have screenshots I can share if this is the first time you’re hearing about it.
Thanks @mel! Could you possibly throw those screenshots and the description in an email and send into support? Feel free to mention me. That will help us see if we can improve this.