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1040SCAN Review Wizard on Web

Activating Review Wizard on Web

Users can set Review Wizard on Web as your firm's default Review Wizard experience. With Review Wizard on Web set as your default, your browser will know launch any In Verification binder in a new browser tab, allowing you to proceed with the verification process on any operating system with no additional software installation needed.
Verification wizard overview
note
Regardless of your firm's default, users can configure their own personal default to their preference.

Make Review Wizard on Web your firm's default

Follow these steps to set Review Wizard on Web as your firm's default:
  1. Open the
    ACCOUNT SETUP
     section in
    Account Admin
    .
  2. Once in
    ACCOUNT SETUP
    , select
    1040Scan Default Version
    .
    note
    Only users with the
    Account Setup
     permission will have access to the
    1040Scan Default Version
     tab.
  3. Select the
    1040Scan Desktop (or) 1040Scan Web
     option to set Review Wizard on Web as your firm-wide default.
    Select Web option

Make Review Wizard on Web your personal default

Having the
1040Scan Desktop (or) 1040Scan Web
 option in
Account Admin
 will enable this feature for users across your entire domain. If you'd prefer only some users in your domain use Review Wizard from Web, they can do so from within FileRoom.
  1. Find the binder you'd like to verify within FileRoom, then point to the
    OPTIONS
    column.
    Select Open dropdown menu
  2. Expand the dropdown menu from
    Open
     and select
    1040SCAN Web
     to open the binder in Review Wizard in your browser. Moving forward, each
    In Verification
     binder you open using
    Open
    will be opened within your browser
    Select your Personal Default method

Selected binder is already open

When trying to open a binder in Review Wizard on Web, you may see a warning indicating that the selected binder is already open on Review Wizard desktop:
"
This binder is already open in Review Wizard desktop, so we can't open it here. Close the binder in desktop and try again.
"
When this happens, you must close the binder on Web and attempt to reopen it once the binder has been closed elsewhere.
Warning that the binder cannot be opened because it is opened in Review Wizard desktop.

This article applies to:

  • PRODUCT: SurePrep
  • Sub-Product: 1040Scan

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