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1040SCAN

Requiring highlights/references when entering data

You can control whether you're required to place references (highlights) before being able to enter applicable data when processing the Verification (Step 2) of the Review Wizard.
  1. Go to
    FileRoom
    ,
    Admin
    , then
    Review Wizard
    .
  2. Locate the
    Step 2: Verification
     section.
  3. Under
    Require the user to place a highlight before entering data for
    , select one of the following options:
    • All Fields
      If this is selected and if you need to add data during verification, you'll need to place a reference on the source document to manually open the field to input data. Without a reference, blank fields will be grayed out. This will need to be done for all fields, including descriptions, dates, amounts, check boxes, and dropdowns.
    • Only Amount Fields
      If this is selected and if you need to add data during verification, you'll need to place a reference on the source documents for amount fields to manually open the field to input those amounts. Without a reference, blank amount fields will be grayed out. Descriptions, dates, check boxes, and dropdowns can be entered without placing references. References are generated automatically for all data that is entered without placing references.
    • No Fields
      If this is selected, you can input data in any field without first placing a reference. References are generated automatically for all data that is entered without placing references.

This article applies to:

  • Product: SurePrep
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