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Work with documents in SPbinder

Search text in SPbinder

The Search text functionality lets you search PDF documents in a binder for keywords and amounts (for example, Dividends, or Wages). You can search for any document processed through OCR or non-OCR (for example, drag and drop, or OCR checkbox not selected during binder submission).
There are two ways to open a search window:
  • Select the
    Search
     icon.
  • Press
    Ctrl
     and
    F
     to search for text in the PDF.
The
Search
 window will appear on the upper right side.
You can move the
Search
 window to another location if desired.
To search, enter the keyword or amount then press
Enter
.
If search results exist, you will see the current search result / out of the total results found in the binder (for example, 1/166).
Search results appear based on the pages' scanned order.
Tips for searching amounts:
When searching for amount values, if you are not able to find the amount you are searching, try including the ($) dollar sign and commas based on the number.
Example:
  • $1,000
When searching for an amount, search for the original text value on the document instead of the value it was rounded to. For example, if the value of a field is $132.89 - then search for $132 or $132.89, not $133.
You can also search for exact text matches only if desired. For example, if you search for 'wage', you will also see results for similar words like 'wages' or 'pages' (that is, Fuzzy search). To search for exact text matches only, select the
Exact Match
 checkbox then press
Enter
 on your keyboard to initiate the search.
Additional Notes:
  • You may see select appear in random locations on a page if the page was rotated manually.
  • You can only open the search window if the main
    Document Viewer
     window is active. The keyboard shortcut will not work If you have another Document Viewer window open on top.
  • Total search count includes keyword count from deleted pages. However, you won’t see deleted pages when finding the search results.

Requirements

Text search is only available for:
  • Leadsheet (Classic & Simplified) and Non-Leadsheet binders.
  • Binders created from the 2022 tax year onwards

This article applies to:

  • Product: SurePrep
  • Sub Product: SPbinder
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