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Step 2 - Verification

Disassociating documents

Disassociating documents from templates deletes all of the data and the template associated with the page. If the incorrect
Form Type
 was captured and you need to remove multiple pages, then disassociating pages in bulk can save you time.You can disassociate a document individually by clearing the data on the page using the disassociate pages keyboard shortcut, or using the
Clear Page Data
 Clear Page Data icon icon and then changing the
Document
/
Form
 type once its data is cleared.
Disassociating individual pages
Follow these steps if you'd like to disassociate a single page in the binder:
  1. After opening the client's binder, navigate to the page that you'd like to disassociate.
    note
    Ensure that you are not currently editing any field on the selected template to avoid unintentionally overwriting any values.
    Verification Overview screen
  2. With the intended page open, press the
    D
     and
    P
     keys on your keyboard to use the disassociate keyboard shortcut.
    Press the D and P keys
  3. The selected page will instantly be disassociated and a notification will appear in the bottom-right of your screen to confirm the disassociation. The
    DOCUMENT TYPE
     and
    FORM TYPE
     fields will be reset for users to select the correct information.
    Disassociated pages
    note
    If a page is disassociated by mistake, you can select the
    Restore OCR Data
     Restore OCR Data icon icon in the Document Viewer toolbar to revert it to its original state.
Disassociating pages in bulk
  1. To disassociate multiple documents at once, select the
    Disassociate Pages
    Disassociate Pages icon icon on the toolbar.
    Select the Disassociate Pages icon
  2. The
    Dissassociate page
     window will appear.
    Disassociate Page window
    You can specify the types of pages you'd like to view from the
    VIEW PAGES
     drop-down menu.
    Select from the VIEW PAGES dropdown.
  3. Provide the pages that you would like to disassociate in the
    Search
     field.
    Search for a page number to disassociate.
    note
    You can select Identifier Stamp Key to open the
    Disassociate Template-Identifier Stamp Key
     dialog box listing the different stamps a document could have depending on what it was marked as.
    Select Identifier stamp key
  4. Select the checkbox for all page templates that you would like to disassociate.
    Select page checkboxes to bulk disassociate.
  5. Once you're ready to disassociate the provided pages, select
    DISASSOCIATE TEMPLATE
    .
    Select DISASSOCIATE TEMPLATE.
  6. You will see a dialog box asking you to confirm your choice to disassociate the selected pages. If you wish to continue with disassociating, select
    DISASSOCIATE PAGE(S)
    , otherwise select
    CANCEL
     to return to the
    Disassociate Page(s)
     dialog box.
    Confirm the disassociation.
  7. All page data and the associated template will be removed from the page/document.
    Disassociated pages
note
If a page is disassociated by mistake, you can select the
Restore OCR Data
 icon in the Document Viewer toolbar to revert it to its original state.

This article applies to:

  • PRODUCT: SurePrep
  • Sub-Product: 1040Scan

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