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Manual data entry and corrections
While AI automates much of the data entry, you may need to enter or correct information manually.
Manual entry is needed for:
- Unsupported document types
- Low-confidence extractions
- Missing information
- Data corrections
Follow these steps to enter data manually:
- Go to the section in the organizer.
- Select the field you need to edit or populate.
- Enter or correct the information.
- Save your changes.
- Refresh diagnostics to ensure no new issues arise.
This article applies to:
- Product: CoCounsel
- Audiences: Tax professionals
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Organizer overview and manual data entry
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