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A true competitive advantage
Law firm Zarin Baum’s embrace of generative AI as the natural next step in the evolution of legal work and their adoption of CoCounsel Legal has helped them achieve remarkable efficiency gains and improved client relationships.
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Brinks, a global leader in secure logistics and security solutions, used CoCounsel to reimagine what was possible with AI tools, turning legal challenges into a competitive advantage.
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A better auditing workflow solution was the answer to multiple challenges faced by The Mercadien Group. Find out how they achieved greater efficiency by embracing Cloud Audit Suite.
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CoCounsel Legal
Transform your work with the only AI legal solution uniting research, drafting, and document analysis in a single experience. Designed by legal experts and built on trusted content and advanced AI, CoCounsel Legal accelerates multistep work so you can better serve your clients and grow your business.
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CoCounsel Tax
Transform your tax practice with CoCounsel Tax, an AI-powered assistant that combines trustworthy answers, automation, and firm knowledge into one seamless platform. Enhance efficiency, reduce risk, and improve client confidence with CoCounsel Tax.
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CLEAR
Powerful software designed for law enforcement, compliance, risk, and fraud investigators. Conduct thorough investigations with ease using our intuitive online investigation software. Efficiently, prevent, detect, and solve crime.
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2026 SKILLS Showcase
Join weekly sessions to experience in-depth demonstrations of the leading legal AI products while connecting with strategic law firm leaders in knowledge management, innovation, and AI.
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Ghosts on the ledger
Payroll fraud is a major compliance risk. Learn how payroll analytics and AI-powered tools can help exorcise phantom employees and employers.
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Future of professionals report 2025
The Thomson Reuters Future of Professionals Report 2025 reveals how AI continues to shape professional work — and what it takes to get ahead. This year’s report shows that increased efficiency, productivity, and cost savings top the list of benefits professionals attribute to AI, making it indispensable for organizations facing rapid change.
Bulk Bookmark
If you're looking to bookmark multiple pages at once, you can use the 
Bulk Bookmark
feature in the Verification Wizard toolbar to streamline the process and save you the time it would take to do so on a page-by-page basis. Users only looking to bookmark the page they are currently viewing can select the
Bookmark with Identifier
checkbox to do so. Follow these steps to mark multiple pages of a binder as
Bookmarked with Identifier
:- To bookmark documents in bulk, click theBulk Bookmark icon on the Verification Wizard toolbar.
- TheBulk Bookmarkwindow will appear. Select the checkbox next to all of the page(s) that should be bookmarked.noteTheBulk Bookmark tool can only be used for Organizerpages. If you'd like to bookmarkSource DocumentsorConsolidated Statements, you must navigate to those pages to do so individually.If all of the pages listed should be bookmarked , you can select the
Select Allcheckbox to select all of the pages. You can use theDeselect Allfeature if you'd like to deselect all of the pages you've previously selected.
noteIf you're looking for a specific page, you can type the name of this page into theSEARCHbar at the top. - Once you've selected all of the pages you'd like to bookmark, clickSAVEto stamp each selected page asBookmarked with Identifierand remove the captured data when the verification is submitted.If you'd like to close the
Bulk Bookmarkwindow without making any changes, clickCANCEL. - Once the changes have been saved, theBookmark with Identifiercheckbox of the bookmarked pages will be selected and the fields of the pages will be disabled.
Removing bookmarks in bulk
If a document has erroneously been marked with the tool.
Bookmark with Identifier
checkbox (subsequently disabling its fields), users can deselect the checkbox in bulk using the Bulk Bookmark
tool.- Click theBulk Bookmark icon in the Verification Wizard toolbar.
- Once theBulk Bookmarkwindow appears, click the checkbox of the document(s) that you believe were wrongfully bookmarked.noteThe bookmarked pages will have theBI badge next to them for an easier time locating them from the listed pages.
- Once all of the wrongfully bookmarked documents' checkboxes have been deselected, clickSAVEto save your changes and return to the Verification Wizard.
This article applies to:
- PRODUCT: SurePrep
- Sub-Product: 1040Scan
Related Content
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Step 2 - Verification
Format:
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