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14106: GruntWorx - Job Selection and Upload


GruntWorx

How do I select and upload a job to GruntWorx? 
 

To select documents for uploading to GruntWorx, take the following steps (these steps may vary with Organize Lite):

  1. Open GruntWorx by clicking the icon on the toolbar of the Home window of Drake Tax. The GruntWorx window is opened.
  2. At the top of the Submit Jobs tab, select a client from the Select Client drop list. (You can scroll down the drop list or begin typing an individual client’s last name or a business name in the field.)

  1. In the Job Type section, select from either non-validated types of Organize LITE or Populate LITE or from the validated types of Organize or Populate (also includes Organize). If you choose Organize or Populate, you can also choose to add on Trades extraction. Click See Pricing to view the price of each job type and estimate your costs. 

  1. In the Files to Submit with job section, click Add Files and browse to the location of the files you wish to upload. Select a document and click Open. Select all documents that need to be included in the job.

 

​Note: A single GruntWorx job is limited to no more than 10 separate PDF documents totaling to no more than 500 MB. 

  • For documents not already saved to your computer, put the documents in your scanner and click Scan. (Select Duplex Scanning if your scanner offers that option.) The scanned document is also saved to the client’s “GruntWorx” folder.
  • To remove a document from the Files to submit with job pane, select the document and click Remove.
  1. Under the Job Settings section, enter your email address and GruntWorx notify you when the selected job(s) are complete. Only a single notification email is able to be entered.
    • The email address you enter is retained for future submissions, but can be edited or removed for subsequent job uploads.  
    • Optionally, if you do not want the pages to be re-ordered from the scan order, check the box Do not re-order pages
  1. When all documents have been selected, click the Submit button.
  2.  You will be asked to verify your Job Type selection before the upload will continue. 

For a demonstration, watch the video Using GruntWorx in Drake

Upload Limitations

A single GruntWorx job is limited to:

  • A maximum of 10 separate PDF documents.
  • Each individual PDF cannot exceed 50 MB. 
  • The total upload must not exceed 500 MB.

If you have more than 10 PDFs that total less than 500 MB, you may be able to meet the limit by merging them into fewer PDF files using Drake Documents (DDM). If a job times out or takes too long to upload it may be because the job is too large or exceeds the upload limitations. 

Merging PDF files to reduce the number of files to be uploaded.

You can merge PDF files using Drake Documents (DDM). Only two PDF files may be merged at a time. To merge documents, in Drake Documents: 

  1. Select two files. Pressing CTRL, click each file separately.
  2. Right click the file that you want to appear first in the merged file, and select Merge files.
  3. The two files are merged. The file that you right clicked on:
    1. Appears first in the merged document.
    2. Supplies the name of the merged document.

Otherwise, you must submit the documents in more than one job.

For more information about GruntWorx, see the Drake Software Manual, the GruntWorx Drake Quick Start Guideor the Related Links below.


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