This document establishes the rules for how to scribe all jobs. These rules should be followed extremely closely, which means that this document should be frequently referenced. Use ctrl+F or the links above to aid you in your searches.

All transcriptions should follow standard American English rules regarding spelling, punctuation, capitalization, spacing, sentence structure, and grammar (without deviating from verbatim transcription). Jobs should be scribed in as professional and accurate a manner as possible.

Follow the Standards Document guidelines as best you can when a customer says something in a confusing manner. Transcribe what the customer said, as they said it. Avoid omissions and insertions.

The following examples are the only kinds of grammatical issues you should change:

"gonna" = going to     "kinda" = kind of     "sorta" = sort of    "cuz" = because     "'til" = until        "coulda" = could've or could have     "shoulda" = should've or should have     "woulda" = would've or would have

If a customer says "a" instead of "an," or vice versa, use the appropriate one ("a item" = an item).

Customers often will begin new sentences without a subject or without a pronoun. Do not add pronouns where the customer didn't state them, as this can become cumbersome and may lead to mistakes. For example, if the customer says "I met with John. Had a good meeting," do not change "Had a good meeting" to "We had a good meeting."

The apostrophe is meant to indicate the possessive form of a word, not the plural form. ("This is Robert's bike" is correct, while "These are my bike's" is incorrect). This also applies to last names and acronyms. No apostrophe should be used unless possession is being indicated. ("I met with the Davises. They both need to take their RMDs.")

Words and names that end in the letter S get an apostrophe after the S when being used as a possessive. They do not get an apostrophe S (James' is correct whereas James's is incorrect). Words that end on a Z get an apostrophe S after the Z when being used as a possessive (Gonzalez's).

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Customers will frequently use non-fluencies or 'fillers' in their dictations. "Uh," and "you know" are some common fillers. Meaningless words and sounds like these should not be transcribed.

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If a customer ever requests specific formatting or provides instructions that is different than what is established on this document, follow the customer's instructions, provided that the instructions do not present a problem outlined on the Error Codes Explanation document.

If the customer's instructions are not clear or do not make sense, scribe what the customer says verbatim and send the job to QA with a comment, or check with a QA before sending the job out.

Sometimes a customer will leave instructions for the recipient of the e-mail. When a customer leaves instructions, if you cannot tell if they are speaking to you or they are speaking to the recipient of the e-mail, transcribe what the customer said verbatim and send the job to QA, or check with a QA before sending the job out.

More information about customer instructions can be found under the different headings of this document, specific to each particular category.

Some customers will create dictation templates to follow along with to help remind them of important details to dictate from their meetings. If you receive a dictation with pre-filled text from these templates, please reference the Dictation Guides Standards for how to process this job type.

Most customers do not dictate when to use commas, periods or other punctuation. However, some customers will dictate every comma and period they want.

If the customer does not specifically dictate punctuation, use your best judgement as to what punctuation should be put where. Sometimes inserting a period or a comma in the wrong place can change the meaning of a sentence completely, so read along as you type and pay attention. Do not simply add a comma whenever the customer pauses or whenever the customer says and/but/so/or.

If the customer dictates punctuation, always use the punctuation that the customer states (even if it is incorrect), and also use your best judgement for where else to put appropriate punctuation that the customer did not request.

Subject Lines have their own rules for punctuation.

It does not matter if you put one space or two spaces after a period at the end of a sentence. However, if you put two spaces after a period at the end of a sentence, Formalizer will automatically capitalize the first word of the next sentence for you.

Many customers speak in run-on sentences. Do not let sentences run on for too long. Find an appropriate place to put a period and start a new sentence.  It is okay to begin a new sentence with And/But/So/Or if that is how the customer said it.

When customers speak in fragment sentences, interrupt themselves, or say incomplete thoughts, space over once, enter two dashes and space over again to continue with the sentence. For example, "John, we need to make sure that next week -- John, this is for the Rivera file -- that next week we switch the meeting time to 8:00am."

If a customer requests brackets, use parentheses instead, as Formalizer will not let you use the open bracket key "[" as text.

When a customer states or requests a blank space, you can either space over     five times, you can _____ underscore five times, or you can write the word blank as they said it, as in "I will meet with him on September blank next year."

A slash should not have spaces on either side, e.g. broker/dealer.

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When the customer asks for a new paragraph or a new line, hit the Enter key twice and begin the new paragraph without indenting.

You are not required to create new paragraphs if the customer doesn't request any. However, you should use your best judgement and create a new paragraph if it will make the transcription more readable.

A new paragraph may be indicated in many different ways, such as: new line, enter, return, space down, etc.

If the customer asks for more than two lines, then space down as many lines as requested.

If the customer specifically requests a "single-space return," or "space down one line," or any other instruction that indicates they want a new line without a full space break between the line, hit Enter only once to create a new line.

If the customer asks for indentations, hit the Space Bar five spaces from the left hand margin, or use the hotkeys Ctrl+Tab or Ctrl+I to indent.

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A hyphen is usually used to connect two words into one, or to connect a word to a prefix/suffix (re-establish or follow-up). A hyphen is also used when connecting numbers (for example a phone number or Social Security number). There are no spaces before or after the hyphen.

A dash is usually used to separate ideas or phrases from one another in a sentence ("Monday - Set up meeting with the Smiths."). There is always a space before and after a dash.

Unfortunately, customers often refer to hyphens and dashes interchangeably as meaning the same thing (sometimes the customer will say hyphen when they mean dash, or say dash when they mean hyphen).

When a customer says dash or hyphen, you use whichever fits according to the context, not based off of whether they said dash or hyphen.

The double dash -- should be used only for interruptions and sentence fragments, not where dash - is indicated.

If a customer requests special text formatting like bold, underline, or italics, you can use the hotkeys listed below. Do not use bold, underline, or italics unless specified by the customer. If the customer indicates a starting point for bold, underline, or italics, but does not indicate an end point, use your best judgement to determine where it should end, and if not sure, check with a QA before sending the job out.

Hotkeys for Text Formatting

Alt-U: Underline
Alt-B: Bold
Alt-I: Italics

The best way to use these hotkeys is to scribe the text normally, highlight, then hit the hotkey.

- This is an example of a bullet point.

- If the customer asks for a bullet point, use the dash (-), then space over once and begin the text.

- Capitalize the first word of the bullet as you would the beginning of a sentence. Put a period at the end of each bullet point.

- Hit enter twice between each bullet point to create a clear line break, just like you would do for a new paragraph.

    - If the customer asks for a sub-bullet or sub-point, indent with five spaces or use either Ctrl+I or Ctrl+Tab.

1. If the customer requests or dictates a numbered list, enter the number followed by a period just like in this example.

2. Space over once or twice and then begin the text, capitalizing the first word of the sentence.

3. Hit enter twice between each numbered item to create a clear line break.

4. Numbered lists are not always specifically requested, and may be implied. Use your best judgement if it seems the text should be in numbered list format.

5. Sometimes customers say "bullet point number one." You can treat this as either a bullet point or a numbered list, but do not do both, and be consistent for the entire list.

8. Sometimes customers forget what number they're on or start dictating numbers out of order. Use your best judgement as to whether to continue on in normal numerical order or to scribe the numbered list exactly as the customer stated.

-› If the customer asks for an arrow, enter a dash, the arrow key and then a space, like this -› or like this ‹- (if the customer does not specify a direction, it is assumed they mean the right facing arrow -›).

C) Customers may ask for upper-case or lower-case letters, Roman numerals, parentheses, etc. Use whatever format the customer indicates if different than the defaults above.

Sometimes the customer will begin dictating a letter within the job. Many times it will be obvious because the customer begins with an opening greeting, such as "Dear Margaret" or by stating that they're about to start a letter such as "This will be a letter to Antonio." Other times it will be less obvious because the customer does not begin with an opening greeting, or the customer simply states the names of the people the letter is being addressed to without declaring that they're beginning a letter, such as "Bob and Mary Jones, it was a pleasure meeting with you today...."

Whenever a letter format is clearly stated or implied, create a new paragraph before and after the opening greeting section, like this:

Dear Scribe,

It was a pleasure showing you how to format a letter today. We do not indent the opening greeting nor the body of the letter unless the customer requests it. If there was no opening greeting section stated or implied, simply create a new paragraph for the body of the letter itself. When the letter is finished, if there is a farewell greeting, such as "Sincerely," you should create a new paragraph before and after the farewell greeting as is shown below. However, sometimes the customers will not clearly indicate that the letter is finished, but rather there is an implied ending because the context of what they're talking about indicates that they've moved on. In the case of an implied ending, simply create a new paragraph where it seems the customer has finished the letter. Also, as shown below, sometimes the customer will provide their name and/or a title. The name should be a full paragraph break after the farewell greeting. Their title should go either directly next to the name, directly under the name (not a full paragraph break, just a single space line break), or wherever the customer requests it be placed.

Sincerely,

Robert Brown
CLU, CFP, ChFC

Sometimes while the customers are in the middle of dictating a letter, they will begin to give the recipient of the e-mail instructions about what to do with the letter. For example, "Dear Mr. and Mrs. Murphy, It was great meeting with you today. I hope our meeting helped satisfy your questions about your account and I'm glad that you were pleased with the results. And, Susie, if you could then just say something about how we'll follow up with them next week, and include the numbers on their plan from the last quarter. Sincerely, Robert Brown." In these instances, the customer's instructions should be scribed as they were stated, and as though they were part of the letter. If at any point the customer then clearly moves on without finishing the letter, but rather there is an implied ending because the context of what they're talking about indicates that they've moved on, simply create a new paragraph where it seems the customer has finished the letter.

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Do not use quotation marks or parentheses unless specified by the customer. Customers will sometimes say "parens" or "open parens" and "close parens" to indicate parentheses.

Any stated acronym or initialism (such as ARDI or RMD) should be scribed in all capital letters unless otherwise indicated by the customer or by the Common Terms list. Periods should be used only when indicated by the Standards or requested by the customer.

Do not use abbreviations unless specified by the customer, with these exceptions:

• Et cetera can be scribed as 'etc.' OR 'et cetera'.

• Dosage measurements should always be scribed with the abbreviated format: milligrams = mg, micrograms = mcg, milliliters = mL,  cubic centimeters = cc. The number in a dosage should be scribed numerically.
  Example: "He takes 5mg of Celexa" is correct. "I'm not sure how many mg are in a gram" is incorrect.

You are expected to be familiar with the Common Terms List (CTL) on the COSA homepage and are responsible for referencing this list to find unfamiliar terms. It is a good practice to check the list whenever you hear an unfamiliar acronym, company name, fund name, form name, or any term that seems related to the financial industry.

Even experienced scribes should frequently check the CTL, as it is an extensive list and it is frequently updated to include new terms.

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You are expected to know the difference between words that sound alike but are spelled differently. If you are unsure which spelling to use, ask a nearby QA or send the job to QA, making sure to highlight the word in question and to leave a comment.

Examples of homophones to look out for include but are not limited to: to/too/two; their/there/they're; ensure/insure ; principle/principal/Principal.

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Always transcribe the date in the format the customer dictates.

When the customer gives the date in number format without punctuation specified ("seven fifteen oh seven"), the default format is to use slashes between month, day, and year, like this: 7/15/07.

When the customer dictates in number format and specifies punctuation, such as dashes or slashes, use the format indicated by the customer.

When the customer dictates the date in Day, Month, Date, Year format (Sunday, July fifteenth, 2007), you should transcribe it like this: Sunday, July 15, 2007. If this complete date format is used in the middle of a sentence, be sure to put a comma after the year.

Ordinals (-th, -rd, -nd, -st) if stated may be included but are not necessary.

If the customer says "put today's date in there," this should be scribed as "put today's date in there." Do not add the date unless the customer specifically states the date.

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All times should be typed in number format, not spelled out: 4:00pm/4:00am. There should be no space before the am/pm, and it should be in lowercase letters. If the am/pm is not specified, do not use it.

Use time formatting even when implied. "We will meet at four at Starbucks on the twentieth" should be scribed as: We will meet at 4:00 at Starbucks on the 20th.

When a time is stated as "x past x" or "x 'til x" or "x of x," scribe with numerical time format.
Example: "a quarter past four" = 4:15
Example: "twenty 'til six" = 5:40
Example: "ten of eight" = 7:50

"In the afternoon"/"in the morning"/"in the evening" are not interchangeable with am/pm. Scribe what the customer dictates verbatim.

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Numbers zero through nine should be spelled out, except for dates, times, dollar amounts, and percentages. Numbers 10 and higher should be transcribed as numerals (10, 11, 12…). If a number is dictated with a "point," e.g. two point two, it should be scribed with numerals even if it's under 10.
Example: There are two IRAs to roll over.
Example: She has 10 brothers and sisters.
Example: "Their accounts are up two point five this year." = Their accounts are up 2.5 this year.

If a string of numbers is stated in the same phrase of a sentence, and there are numbers both above and below 10, and all numbers are relating to the same noun, then you should either spell them all out or type them all numerically, but do not mix and match.
Example: He has a handful of kids, ages 4, 9, 11 and 16. OR He has a handful of kids, ages four, nine, eleven and sixteen.
Example: He has 10 apples and nine oranges.
Example: He has three kids: a boy who's 10, a girl who's nine, and a boy who's eight.

Numbers in the thousands should be typed with commas where appropriate.
Example: 7,300

Numbers in the millions, billions and trillions should be abbreviated with a capital M for millions, B for billions and T for trillions after the number.
Example: one billion = 1B
Example: a million and a half = 1.5M
Example: a million two = 1.2M

Millions or thousands should be scribed only when stated, not when only implied.
Example: He has $5M in his first account and two in the other.
Example: Her home is worth 170.

When a customer states a dollar amount, use a dollar sign ($) only when dollars are specified. This also applies for any words that denote dollar amounts, such as "bucks" or "grand". Otherwise, do not use the dollar sign if one of these words is not specifically stated.

Cents also indicates that the number is a dollar amount. If the customer says cents, use the dollar sign on the number. If the number is less than a dollar, remember to begin the number with a preceding zero.
Example: "He made two thousand forty two and ninety five cents" should be scribed as "He made $2,042.95."
Example: "I only had seventy five cents in my pocket" should be scribed as "I only had $0.75 in my pocket."

Numerical values stated with a K (to denote thousands) should be scribed with a capital K.
Example: Seventy-five kay = 75K

Heights of people should be scribed numerically.
Example: Five foot seven = 5'7"

When a customer states a percentage, type the value numerically followed by the percent sign (%). Do not spell out the number or the word "percent".
Example: five percent = 5%
Example: one point two percent = 1.2%
Example: ten and two thirds percent = 10 2/3%

Numbers stated in decimals should have a leading zero.
Example: Point three percent = 0.3%

The phrases "a half" or "one half" should be scribed as words, except when dealing with dollar amounts or percentages.
Example: He will start withdrawals from his IRA at age 59 and a half.
Example: He gets one half of the estate.

When dealing with dollar amounts and percentages, quarters and halves should be scribed as decimals.
Example: A quarter percent = 0.25%
Example: Two and a half million dollars = $2.5M

All other fractions should be scribed as fractions.
Example: He has 1/3 ownership.
Example: He is earning 10 3/8%.

Occasionally customers will clearly dictate numbers that are incorrect or confusing, where the number is being heard and understood easily but it is non-sensical. In these cases, scribe what the customer says verbatim.
Example: His account is worth twenty-three thousand four hundred thousand and thirty-two dollars.

Sometimes the customer will dictate a number phrase, a string of numbers connected by commas or one or two words, such as "twenty to thirty thousand dollars." All numbers in a number phrase should be formatted in the same way. In this situation the phrase "thousand dollars" applies to both numbers, and should be scribed as $20,000 to $30,000 OR $20,000-$30,000. This does not apply to numbers in the same sentence that are not in the same phrase.
Example: Eight or nine percent = 8% or 9%
Example: The first account is up 2% and the other is up three.

Allocations should be scribed with a slash, unless otherwise requested by the customer.
Example: He has an aggressive 90/10 mix.

It's important that the transcription accurately reflects the dictation, especially regarding numerical information. "He has a couple hundred thousand dollars" is the correct way to scribe that phrase, because "he has a couple $100,000" actually reads as "he has a couple one-hundred thousand dollars."

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Phone numbers should be scribed using only hyphens, unless otherwise requested by the customer: 555-555-5555

Addresses should be scribed exactly as dictated. Do NOT use abbreviations for street names or states unless the customer dictates an abbreviation. Always use numerals for an address number. Spell out and capitalize First through Ninth when used as street names. Use numerals for street names 10th and above. When a customer dictates a complete address, double space both above and below it.

297 Fifth Avenue
Suite 9
Manitowoc, Wisconsin 54220

Keep in mind that Canadian postal codes include letters as well as numbers, e.g. A4R1G. These may be dictated simply as Alpha-4-Romeo-1-Golf.

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Many customers will dictate proper nouns, names, cities, places, and companies without spelling them. Use the pronunciation of the name as a guide, but also try to learn and apply various naming/spelling conventions.

For more information about spellings, especially provided spellings, please see the Bookmarks document.

Many company names, locations, and cities are derivations of, or direct references to, last names. Many last names follow spelling conventions in accordance with the language or cultural origin of the name.

• For example, the H sound in English is written as a J in Spanish, the E sound in the English word "me" is written as the letter I in Spanish, and the Y sound in English is written as a double L in Spanish. Therefore, the name that sounds like "ha-ra-MEE-yo" is spelled as "Jaramillo".

There are special instructions elsewhere for CRM Subject Lines.

Capitalize the first letter of EACH word in the subject line. That includes all nouns, pronouns, verbs, adjectives, adverbs, articles, and prepositions, et cetera.

Example: Meeting Notes With Joe On Thursday

Do not enter any punctuation in a subject line unless it is explicitly requested or stated by the customer or is listed below. These are the only acceptable uses for punctuation in a subject line.

• Any punctuation requested or stated by the customer.
• Any punctuation or symbols contained in an e-mail address (Kewld00d_7@aol.com).
• Any punctuation or symbols contained in a Common Term (E*Trade or T. Rowe Price).
• Any punctuation in an address (Manitowoc, Wisconsin).
• An ampersand in a Common Term, in an acronym not on the Common Terms list, or when stated (P&G).
• The comma included in a date (Wednesday, January 25th).
• Slashes in a date (9/29/1981).
• Dollar signs for money ($1,900).
• An apostrophe in a contraction (You Can't Touch This).
• An apostrophe in a possessive (Robert's Bike).
• Punctuation in a proper noun (O'Reilly Or Green-Ellis).
• A period in titles and abbreviations in the Abbreviations section. (Dr. Frankenstein, Ft. Lauderdale).
• A comma to separate last name first, first name last (Bond, James).
• A colon in the time (5:00pm).
• Hyphens in a phone number (706-433-2022).
• A hyphen in a hyphenated word (Re-check Or Follow-up).
• Commas between items in a list (Review With Bill, Mike, Roberta And Mary).

Whatever the customer requests as the subject line should be typed in the subject field verbatim. Customers do not always specify a subject and often just start dictating the body of the text.

If there is no subject stated, a subject line is not required.

There will also be times when the customer will not specifically state "subject line" but will imply it, where the very first line the customer says is suitable for the subject line. Use your best judgement when entering a subject line in these situations. A good rule of thumb is that if a subject is not stated and the customer starts with a complete sentence, start the text. If the customer starts the dictation with a phrase or fragment, that is usually a good implied subject line.

If the customer states a subject but forgets to clearly state where to begin the text, you should end the subject where it seems appropriate. Generally a good place to begin the text is wherever a complete sentence begins.

If the customer clearly states or implies a subject and clearly states where to begin the text, you should scribe everything in the subject that the customer stated was in the subject, even if it is very long.

After you have already scribed the subject line and the customer has already begun dictating the text, if at any point later in the job the customer asks for a new subject, simply create a new paragraph before and after the stated new subject and capitalize the new subject appropriately as if it were a Subject Line. The instruction "create new subject" (or any other variation) may be transcribed or omitted at the scribe's discretion.

If the customer states a subject after some small amount of text has been dictated, put the first lines in the [4 field, the stated subject in the [3 field, then create a line break and begin the text.

Example: "Susie, we have to get on this really fast. Subject Bob Jackson term conversion. Bob and I met today to go over his term conversion options."
[3Bob Jackson Term Conversion
[4Susie, we have to get on this really fast.

Bob and I met today to go over his term conversion options.

A fixed-recipient e-mail job is an e-mail job where the [1 field is grayed out and inaccessible because the customer has already assigned a default recipient. Sometimes customers will still state a recipient on a fixed recipient e-mail job.

When a customer dictates an e-mail recipient on a fixed-recipient job, simply transcribe what the customer said as the subject line, unless a different subject line has also been dictated – in which case, transcribe what the customer said as the first line of the text and then create a new paragraph to begin the message body.

Most times in a fixed-recipient e-mail job, the [2 carbon copy field is also grayed out and inaccessible - but this is not always the case. If in a fixed-recipient e-mail job the [2 field is not grayed out, understand that the [2 field is only for carbon copies. So if the customer names a recipient in a fixed-recipient e-mail job where the [1 field is grayed out but the [2 field is not, follow the same instructions as above. If the customer happens to name a carbon copy, put that in the [2 field. Otherwise, leave the [2 field blank.

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Copytalk offers its customers a service called DigiScribe, in which long jobs that are sometimes over an hour long are divided up into shorter segments, usually 10-20 minutes long each. This type of job will show up in Formalizer as a "Note" job (indicated in the blue Formalizer title bar at the top of the screen). They will frequently sound like a seminar, conference call, group meeting, or presentation.

We normally do not process "E-mail" jobs that have multiple speakers, but if a "Note" job has multiple speakers, it must be processed. Simply create a new paragraph each time a new person speaks and use the Garbled bookmark if it becomes difficult to understand what's being said because people are talking over one another.

"Note" jobs should never be marked with the error codes [xAbusive customer, [xOther problem, do not process, [xHang up/unintended call, or [xGarbled dictation, unless you are otherwise instructed by a supervisor to do so.

If the job is difficult to process, check with a supervisor before sending the job to QA.

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All error codes require a [z field description of why the error code was chosen, with the only exception being [xHang up/unintended call. This explanation, depending upon the error code, will go to either Customer Service or to the customer themselves.

Your profile has come pre-equipped with macros that automatically set up the error code for you along with a standardized [z field explanation. Unless you are otherwise instructed by a supervisor, you should always use the standardized [z field description for any given error code. Do not make up your own description to put in the [z field.

Do not leave a comment for the QA in the [z field. Comments to the QA go in the comments section by using the hotkey Ctrl+B.

You cannot assign more than one error code to the same job. If there are multiple error codes in a job:

• Fixed recipient: Transcribe the job as normal and choose the [xOther problem, process anyway error code. Put all reasons for all error codes in one [z field.
  Example: [xOther problem, process anyway [zThis is a continuation of a previous message, and customer requested an unsupported feature: center justify.

• Non-fixed recipient: Follow the same procedure as a fixed recipient job, unless one of the error codes in the job is a recipient error (XXN or XXC). In this case the recipient error [xNo valid recipients or [xCan't match one or more recipients must be chosen. In the [z field put the reason for the invalid recipient, and then also include the explanation for any other error codes in the job.
  Example: [xNo valid recipients [zCustomer did not state a recipient, and customer requested an unsupported feature: blue text.

For a more detailed list of various dictation scenarios and potentially applicable Error Codes, please see the Error Codes Explanation document .

If you think a job contains pre-recorded audio, please check out the Pre-Recorded Audio section of the Error Codes document.

If you receive a call from a customer who is directing their dictation towards Copytalk (for example, to complain or ask a question about the service), scribe the job normally, then send to QA with a comment that indicates that the job may be a Customer Issue. If the QA feels the job is a Customer Issue, the QA will create an Issue job. You may also ask a supervisor to help you create an issue if you feel the job doesn't need to be sent to QA, but do not make this decision alone. Always seek the help of a supervisor.

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If you receive a job that contains any type of vulgarity or profane language, you are expected to transcribe the job normally, verbatim. You must make certain that the vulgar/profane words you're hearing are actually what's being said and that you're not mishearing it. If you're unsure, bookmark the words in question and send the job to QA with a comment. Whether you are sure or unsure, a job that has questionable or vulgar content MUST be sent to QA with a comment stating that you are sending the job for this reason.

However, if you are uncomfortable typing profane language, you may use <Garbled> in place of the words you do not wish to type and finish the rest of the job, sending the job to QA with a comment explaining that you did not want to type the profane or vulgar content. You will not be FQAed for using <Garbled> for words that are questionable/vulgar as long as you leave a comment for the QA.

Questionable content may include dictations with explicit content or obscene/offensive material.

If you receive a job with excessive vulgarities or questionable content to the point where you do not wish to transcribe the job at all, send the job to QA unfinished, and leave a comment for the QA explaining that you felt the job contained excessive vulgarity or questionable content.

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When you receive a job in Formalizer with the [1 and/or [2 fields NOT grayed out, you must choose a recipient or use an error code before Formalizer will allow the job to be completed.

There are two acceptable ways to list multiple recipients. Note that recipients must be an exact match.

[1Jackie;Stacy;Kris

OR

[1Jackie
[1Stacy
[1Kris

If ANY dictated recipients do not match 100% what is in the nickname list, or if there are no valid recipients, check the Error Codes document for more info.

Did the customer dictate a recipient BUT there is no recipient to choose? Read the Fixed Recipient Job section for more info.

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We integrate with various CRM software such as Wealthbox CRM, Redtail CRM, and Advisors Assistant. If you receive a job with one of these CRMs mentioned in the instruction box (top-right of Formalizer), there may be additional standards to follow.

If you receive a job that requires you to use the [a [b [c fields (or others), or requires you to use a form, please see the Forms & CRM Processing Standards document for more information.

Some customers will create dictation templates to follow along with to help remind them of important details to dictate from their meetings. If you receive a dictation with pre-filled text from these templates, please reference the Dictation Guides Standards for how to process this job type.

[Advanced Scribing Techniques] [Bookmarks] [Common Terms] [Compensation Policy] [COSA] [Customer Ratings System] [E-mail Corrections] [Employee Conduct Guidelines] [Error Codes] [Processing Standards] [Reasons for FDS/FQA] [Referral Bonus Program] [Speed and Accuracy] [Troubleshooting]