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Source Document Processing dialog

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Retrieving, labeling, and sorting data from scanned documents

You can use this dialog to select drawers for source-document processing.
note
You must enter an EIN or SSN in
File > Drawer Properties
and designate tax-source documents for transfer in the
Image > Image Groups
dialog before selecting associated drawers in this dialog.
This dialog opens when you choose
File
Source Document Processing
.

Fields & buttons

Drawers available
Shows all drawers available for selection.
Drawers Selected
Shows all selected drawers.

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