✍️ Reviewing and Editing Self-Service Template Jobs
When you accept a Self-Service Template job on AcudocX, the customer has already completed part of the work by selecting fields and entering preliminary translations.
Your role is to review, correct, and finalise the translation before certification.
This guide explains the full review and editing process.
🛠 Step 1: Open and Review the Job
Go to your Pending Jobs.
Click View Job and navigate to the relevant template tab (e.g., Birth Certificate Self-Service Template).
Review the source document uploaded by the customer:
Ensure the document quality is good (legible, complete, correct).
If needed, use Customer Action Required → Bad Source Document to ask the customer for a better copy.
🛠 Step 2: Check Customer-Completed Fields
Click View Source Documents and keep it open next to your AcudocX editing screen.
For each field:
Check if the customer selected the correct text from the document.
Confirm the entered English translation matches the meaning of the source text.
If you spot any issues:
Use the green pen icon to correct the field.
Save each correction after making changes.
📢 Tip: If many fields are missing or incorrectly filled, you can ask the customer to complete them first using Customer Action Required → Empty Translation Fields.
🛠 Step 3: Manage Edits and Free Edits Limit
You can edit as many fields as needed.
If you exceed your free edit allowance (set in your pricing settings), the customer will be prompted to review and pay for the extra edits before the job can be completed.
When editing:
Decide if you want to charge for each edit by ticking or unticking the Charge box.
For fields where the source text doesn’t exist (e.g., a missing date), tick N/A — this clears the field and auto-fills it as N/A in the final document.
💬 Step 4: Communicate if Needed
Use the Messages function to request clarification or alert customers to issues.
If serious problems arise (e.g., incorrect document type), use Raise an Issue.
🚦 Step 5: Completing the Job
You have two options once your review is done:
Send to Customer for Review:
Use this if you have charged for extra edits and the customer needs to review and pay first.
Complete the Job:
If there are no outstanding actions, certify and finalise the job directly.
If the customer requests changes after reviewing:
Click Make Changes to reopen the job for editing.
Once all corrections are confirmed:
Finalise your Certification Statement.
Confirm & Generate the final translation.
Press Complete Job to finish.
🧠 Quick Reminders
Always double-check the document and field selections.
Communicate early if documents are missing or unclear.
Manage free edits carefully to avoid disputes.
Always check for postage requests before marking a job complete.
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Your role is to review, correct, and finalise the translation before certification.
This guide explains the full review and editing process.
🛠 Step 1: Open and Review the Job
Go to your Pending Jobs.
Click View Job and navigate to the relevant template tab (e.g., Birth Certificate Self-Service Template).
Review the source document uploaded by the customer:
Ensure the document quality is good (legible, complete, correct).
If needed, use Customer Action Required → Bad Source Document to ask the customer for a better copy.
🛠 Step 2: Check Customer-Completed Fields
Click View Source Documents and keep it open next to your AcudocX editing screen.
For each field:
Check if the customer selected the correct text from the document.
Confirm the entered English translation matches the meaning of the source text.
If you spot any issues:
Use the green pen icon to correct the field.
Save each correction after making changes.
📢 Tip: If many fields are missing or incorrectly filled, you can ask the customer to complete them first using Customer Action Required → Empty Translation Fields.
🛠 Step 3: Manage Edits and Free Edits Limit
You can edit as many fields as needed.
If you exceed your free edit allowance (set in your pricing settings), the customer will be prompted to review and pay for the extra edits before the job can be completed.
When editing:
Decide if you want to charge for each edit by ticking or unticking the Charge box.
For fields where the source text doesn’t exist (e.g., a missing date), tick N/A — this clears the field and auto-fills it as N/A in the final document.
💬 Step 4: Communicate if Needed
Use the Messages function to request clarification or alert customers to issues.
If serious problems arise (e.g., incorrect document type), use Raise an Issue.
🚦 Step 5: Completing the Job
You have two options once your review is done:
Send to Customer for Review:
Use this if you have charged for extra edits and the customer needs to review and pay first.
Complete the Job:
If there are no outstanding actions, certify and finalise the job directly.
If the customer requests changes after reviewing:
Click Make Changes to reopen the job for editing.
Once all corrections are confirmed:
Finalise your Certification Statement.
Confirm & Generate the final translation.
Press Complete Job to finish.
🧠 Quick Reminders
Always double-check the document and field selections.
Communicate early if documents are missing or unclear.
Manage free edits carefully to avoid disputes.
Always check for postage requests before marking a job complete.
Zendesk AI Keywords: review self-service job, correct customer translations, free edits limit, charge for edits, empty translation fields, bad source document, customer action required, complete self-service job, AcudocX self-service review