Yes, we do. If you do not see the reader you want, just make a request and the reader will be ready for you in 24-48 working hours. (1) Auto-Select: After clicking Reader Management, try to use Auto-Select first. Choose the “Bank or Credit Card Statement” option, and select your Bank/Credit Union Name. Then click Data Import and choose the statement. ScanWriter will try to find the correct reader automatically even if it is an older version. (2) Public Library: If you receive this message, then try to find the reader in the Public Library. Some readers’ names change when the format changes. For example: on a BOA statement, the older template is called “Business Advantage Checking” but the newer template is called “Your Business Advantage Checking”. Look on your document to verify the exact account name. Sometimes, the format will update but the bank keeps the exact same account name. If we have more than one format available, you will see something like this: The “Before 2012” indicates an older template, while “Regular” would be the most updated one. (3) Request a new reader: If you cannot find the appropriate reader using the above two options, click Request Updated Reader button. Add the files you wish to create a template for. In 24-48 hours your new reader will be available to you, and you will receive an email notification. You must be logged in to post a comment. If you are reading a bank statement, it is always a good idea to try auto select first. Click Bank or Credit Card Statements and choose the bank name. If ScanWriter can find the appropriate reader automatically, there will be no need to use library. You must be logged in to post a comment. No, there is no cost or limit for regular reader requests including files like bank statements and credit card statements. You can request a custom reader for a specific or special type of file. Your purchase of ScanWriter includes 10 complimentary custom readers per license. You may purchase additional custom readers after the initial 10 are used. If you are unsure if your document requires a regular or custom reader, please contact ScanWriter Support at help@personable.com. You must be logged in to post a comment. You should send in as many sample statements as you can for a reader request. 3-4 months of statements is usually a good minimum. If your bank statement changes formats in the middle, be sure to request all formats. If you need to redact the files first, please redact with a white background, and avoid black boxes all over the page. You must be logged in to post a comment. You can always click Request Updated Reader if you cannot find the appropriate reader. Upload the documents you want to process, then request the reader. You will be notified via email when the reader is completed and ready for download. You must be logged in to post a comment. No. There is no limitation on requesting normal readers. However, it is always a good idea to communicate with us to get a timeline for your project if you have a large request. Additionally, each ScanWriter license comes with 10 custom reader requests. You can purchase additional custom readers after the initial 10 are used. You must be logged in to post a comment.
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