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Review Tree

Review Tree - Unreviewed Fields Created by

A user can review the fields by marking the unreviewed fields as reviewed at the parent level
Unreviewed Field(s) Created by
 in the
Review Tree
.
Unreviewed Field(s) Created by
 has the following categories:
  • OCR
    : This level helps to review the work done by OCR.
  • User
    : This level lists all the fields referenced by the Preparer.
  • SP
    : For outsource binders which are submitted by SurePrep, all the fields added by SurePrep will be shown in the SP category under 
    Unreviewed Field(s) Created by
    .
User added fields will be listed under 
OCR
 and
User
 categories. The modifications done will be tracked and displayed at both the preparer as well as the reviewer level.

Mark as reviewed

Follow these steps to mark unreviewed fields as reviewed:
  1. Select the
    Expand
     icon  to expand 
    Unreviewed Field(s) Created by
     in the
    Review Tree
    . The number in the parenthesis which appears beside the
    Unreviewed Field(s) Created by
     category shows the sum of all the unreviewed fields created by OCR and User.
  2. Select the
    Expand
     icon  to expand a category under 
    Unreviewed Field(s) Created by
    .
  3. Select the
    Expand
     icon  to view documents with unreviewed fields.
  4. To view unreviewed fields, select the
    Expand
     icon  on the documents, and then select the
    Unreviewed field
     icon . That particular reference will be outlined in black on the document image.
  5. To mark an unreviewed field as reviewed, hold the
    Ctrl
     key and select the reference itself in the image area. Alternatively, right-click the field in the
    Review Tree
     and select
    Mark Field as Reviewed
     on the shortcut menu.
    Once the field is marked as reviewed, it disappears from the
    Review Tree
     and the border color of the reference changes from Black to Green.
  6. To review all the fields simultaneously for an Input Form, right-click the Input Form name and then select
    Mark all Field(s) as Reviewed
    .
  7. To mark all the fields as unreviewed for re-review purposes, right-click the category description which appears under the main category of
    Unreviewed Field(s) Created by
    , and select
    Mark all Field(s) as Unreviewed
    .

This article applies to:

  • Product: SurePrep
  • Sub Product: SPbinder
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