Launching Review Wizard after creating a binder

You can open the binder in Review Wizard after you send the source documents (PDF files) for OCR pre-processing in the
Create New Binder
window. After the binder is uploaded, you will need to wait until OCR finishes processing and the status changes to
In Verification
.
Next, point to the
OPTIONS
column until you see the icons appear, select the
Open
icon to open the Review Wizard.
You can only view the Review Wizard while the binder status is
In Verification
and you submitted a 1040SCAN PRO service binder.
Once the download process is complete, you can open the .pbfx file from your browser's download window or your default download folder.
Downloaded .pbfx file.
The
1040SCAN Review Wizard
window will appear. The Review Wizard is split into separate wizards that will help you verify the binder. You can then review work done by OCR pre-processing.
Review Wizard window.
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