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Step 2 - Verification

Bulk Superseded

If you find duplicate copies of a document, you can use the
Bulk Superseded
 feature to mark the duplicate copy as Superseded while leaving the original copy intact. Superseded pages will show the
SUPERSEDED
 stamp on top.In SPbinder, Superseded pages will appear under
Index Tree
 >
Unused
 >
Superseded
. Data from the pages associated under the
Superseded Documents
 folder will be deleted from all areas in SPbinder (i.e. Leadsheets).
Follow these steps to mark a document as Superseded:
  1. To Supersede documents, navigate to the intended pages, then click the
    Bulk Superseded
     Bulk superseded icon  icon on the Verification Wizard toolbar.
    Select the Bulk Superseded icon
  2. The
    Bulk Superseded
     window will appear. Select the checkbox next to all of the page(s) that should be superseded.
    Select document checkbox to mark as superseded.
    If all of the pages listed should be superseded, you can select the
    Select All
     checkbox to select all of the pages. You can use the
    Deselect All
     feature if you'd like to deselect all of the pages you've previously selected.
    Select all pages to mark as superseded.
    note
    If you're looking for a specific page, you can type the name of this page into the
    SEARCH
     bar at the top.
  3. Once you've selected all of the pages you'd like to supersede, click
    SAVE
     to stamp each selected page as
    SUPERSEDED
     and remove the captured data when the verification is submitted.
    Select MARK AS SUPERSEDED.
    If you'd like to close the
    Bulk Superseded
     window without making any changes, click
    CANCEL
    .
  4. Once superseded, the selected pages will have the
    SUPERSEDED
     stamp at the top of the page, and the fields for this page will be disabled.
    Document marked as superseded.

Removing the
SUPERSEDED
 stamp

If a document has erroneously been marked with the
SUPERSEDED
 stamp (subsequently disabling its fields), users can remove this stamp using the
Bulk Superseded
 Bulk superseded icon  tool.
  1. Navigate to the wrongfully marked document, then click the
    Bulk Superseded
     Bulk superseded icon  icon in the Verification Wizard toolbar.
    Select Bulk Superseded for Superseded document
  2. Click the checkbox of the document(s) that you believe were wrongfully marked with the
    SUPERSEDED
     stamp.
    note
    The Superseded pages will have the
    SS
    SS badge badge next to them for an easier time locating them from the listed pages.
    Select a superseded document's badge
  3. Once all of the wrongfully Superseded documents' checkboxes have been deselected, click
    MARK AS SUPERSEDED
    to save your changes and return to the Verification Wizard.
    Select MARK AS SUPERSEDED.

This article applies to:

  • PRODUCT: SurePrep
  • Sub-Product: 1040Scan

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