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Use the source document viewer
Ready to Review includes a built-in document viewer that is integrated throughout the review process, letting you reference source documents while reviewing data.
Key features include:
- Side-by-side view: View and compare source documents alongside extracted data.
- Highlighted extraction points: See exactly where the data was extracted from.
- Zoom and pan: Easily read fine print and verify document details.
- Multi-document support: Switch between multiple source documents.
- Quick access: Select data fields to jump to the corresponding source document.
To access the viewer:
- Select any data field with a source document icon.
- Go to theGathertab and select a document.
- Use theView extractionor similar option in the document list.
tip
Always cross-reference extracted data with source documents during your review to ensure accuracy.
This article applies to:
- Product: CoCounsel
- Audiences: Tax professionals
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Organizer overview and manual data entry
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