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This article applies to:

  • Product: CoCounsel
  • Audiences: Tax professionals

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:
  1. Select any data field with a source document icon.
  2. Go to the
    Gather
     tab and select a document.
  3. Use the
    View extraction
     or similar option in the document list.
tip
Always cross-reference extracted data with source documents during your review to ensure accuracy.

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