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Step 2 - Verification

Changing document or form type

When reviewing a document in the Verification Wizard, it is important that users review the
Document Type
 and
Form Type
 to ensure that Review Wizard's records accurately reflect the source document's.
If a document has been wrongfully saved with the incorrect
Document Type
 or
Form Type
, users can make updates to these fields to ensure that the document is correctly categorized moving forward. For example, if an
Interest Income
 document is wrongly associated as a
Dividend Income
 form, then you can rectify this using the
DOCUMENT TYPE
 and
FORM TYPE
 drop-down menus of the Verification Wizard toolbar.
  1. The
    DOCUMENT TYPE
     drop-down menu displays the type of document currently visible on the page. Select the
    DOCUMENT TYPE
     drop-down where you can select the reclassification as:
    Document Type
    Form Type
    Source Document
    Shows list of all source documents captured by OCR (as they appear in the
    Index Tree
     tab of SPbinder).
    Consolidated Statement
    Shows list of brokerage statements captured by OCR in this drop-down menu.
    Organizer
    Shows list of all organizer pages for that tax software captured by OCR (as they appear in the
    Index Tree
     tab of SPbinder).
    Select from the DOCUMENT TYPE drop-down menu.
  2. Upon reselecting a document type, the
    FORM TYPE
     value will revert to
    --Select Form Type--
    , indicating that you can select this drop-down menu to select the correct form type for this new document type.
    note
    Form Type
     options are based on the selected
    Document Type
    .
    Select from the FORM TYPE drop-down.
  3. Once you make your selection, the
    Form Type
    Selection
     dialog box will appear notifying you that selecting a new
    Form Type
     will delete all of the data on the selected page. If you'd like to proceed with updating this document's
    Document
     and
    Form Type
     select
    YES
    , otherwise, select
    NO
     to return to the document.
    Form Type Selection window
  4. If you choose to proceed, a blank template for the selected
    FORM TYPE
     will appear where you can provide the information from the document.
    Cleared form fields
note
If you've changed a document's
Document
 and
Form Type
 by mistake and removed it's OCR data, you can use the
Restore OCR Data
 icon in the Verification Wizard toolbar to revert to the document's original state.

This article applies to:

  • PRODUCT: SurePrep
  • Sub-Product: 1040Scan

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