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Step 2 - Verification

Document Viewer Toolbar

When viewing your documents in Review Wizard, you can use the provided toolbar located at the right of the document viewer panel to review its content.
Document Viewer toolbar
Toolbar icons
Here's a brief overview of the Document Viewer toolbar in Review Wizard:
Icon
Name
Description
Open New Window icon
Open in New Window
Opens the currently displayed document in a new window.
Add Comment icon
Add Comment
Places a comment on the document if you'd like to leave a note anywhere on the source document.
Zoom in icon
Zoom In
Zoom into the source document. You can type a custom zoom percentage between 5% and 100% into the provided field that appears after the zoom in/out feature is selected.
Zoom out icon
Zoom Out
Zoom out of the source document. You can type a custom zoom percentage between 5% and 100% into the provided field that appears after the zoom in/out feature is selected.
Fit to Screen icon
Fit to Page
If you've previously altered the zoom percentage, you can revert your view to the default zoom view.
Rote Counterclockwise icon
Rotate Counterclockwise
When selected, you can rotate your view of the document by 90 degrees counterclockwise.
Rotate 180 degrees icon
Rotate 180 degrees
When selected, you can rotate your view of the document by 180 degrees counterclockwise.
Rotate Clockwise icon
Rotate Clockwise
When selected, you can rotate your view of the document by 90 degrees clockwise.
Verification stage
When in the Verification stage of the Review Wizard process, the option to switch to a
Stacked View
 Stacked View icon and
Link Pages
 Link Pages icon will appear in the Document Viewer Toolbar:
Icon
Name
Description
Stacked View icon
Stacked View
View the source document and input fields stacked on top of each other, rather than side-by-side.
Link Pages icon
Link Page(s)
Link pages of the source document to ensure that these documents will be saved to the same folder of the binder.
Stacked View and Link Pages icons
Opening in a new window
If you'd prefer the document you're reviewing to occupy your entire screen, you can select the
Open in New Window
 Open New Window icon icon to open the current page of the source document in a new window of your browser.
note
Alternatively, you can hold
CTRL
 +
SHIFT
 +
1
 on your keyboard to open the source document in a new window
Select the New Window icon
Once opened in a new window, you will still have access to all other icons in the Document Viewer toolbar to configure your document viewing experience.
Fullscreen document viewer toolbar
You'll also be able to navigate to other pages of the document as you see necessary using the navigation bar at the bottom of the document.
Navigate pages in full screen
Once you've finished reviewing your document in its own window, you can close out of this window to return to the full Review Wizard view.
Adding a comment
When reviewing your source document, you have the ability to add a comment on any of its pages if you'd like to make a note regarding any of its contents. select the
Add Comment
 Add Comment icon icon to begin making your comment. If this icon is selected on accident, select this icon again to revert to your standard cursor.
Select Add Comment icon
When
Add Comment
 is activated, you can select anywhere on the current document page to leave a comment on the specified area. Switching to a different page of the document will revert you to your standard cursor.
note
Users can press the
ESC
 key on their keyboard to exit
Add Comment
 mode and return to the normal cursor.
Cursor once in Add Comment mode
Once an area is selected to comment, you'll see the
Leave a comment
 note appear where you can begin leaving your comment. If the wrong area of the document is selected, you can move the location of the comment using the blue comment icon.
Enter your comment in the provided field
note
Each comment can be a maximum of 200 characters. The character count under the
Type something...
 field will update to show you the length of your comment.
Comment character counter
After you've typed your comment, you can select
COMMENT
to add your comment to the document. If you've changed your mind and would not like to leave a comment, or select the
X
 to remove this.
Select COMMENT
Once saved, comments will appear numbered in the order they were made. select the number of the comment to view its contents along with who made it and the date/time it was made.
View comment
Editing or deleting a comment
If you'd like to update its contents, select the
Ellipses
 icon on the comment and select
Edit
 to begin updating the text.
note
Only the comment's original author can edit its contents.
Select Edit
You can select
COMMENT
to save the updates or select the
X
 to revert the comment to its content before the
Edit
 feature was used.
Editing a comment
If you'd like to delete a comment, select the
Ellipses
icon and select
Delete
.
Select Delete
The
Delete comment
 dialog box will appear asking you to confirm your choice. If you'd like to delete the comment select
YES
, otherwise, select
CANCEL
 return to Review Wizard.
Delete comment window

This article applies to:

  • PRODUCT: SurePrep
  • Sub-Product: 1040Scan

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