Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Step 2 - Verification

Editing fields

Review Wizard allows you to verify the data that was captured by OCR in a separate step. On the Verification step, here you can fix any information that may have been captured incorrectly.
Data will be highlighted in the document images when opened in the review wizard steps
 - source document images will show highlights where the data was captured.
Yellow and green values
You can point to the highlighted data to view the details of the captured data, providing information from the source document:
  • FORM
  • NAME
  • FIELD
  • BOX
  • VALUE
Field information in source document
On the Verification step, you can highlight to focus on the amount/value on the form template.
Add fields
You can add fields that were not captured. To capture the information:
  1. Select the
    Add Reference
     icon on the form template.
    Select Add Reference
  2. Go to the source document image where the information is located, your cursor will change to the
    Add reference
     icon. Use one of these 2 methods to place a reference:
    • (Full highlight method) Select and drag your cursor to highlight the full text on the image.
    • (Short highlight method) Select once at the end of the text to add a small reference highlight at the end. 
    Adding reference field
  3. Go back to the field on the form template, and enter the data (amount, name, etc.). You can select a field on the forms template and edit the value as needed.
    Newly added document field
Some fields may be unavailable based on firm settings.

Edit Fields in all Review Wizard Steps

You can edit data from Image Viewer for the following wizards:
  • Superseded Documents
  • Child Form Association
  • Duplicate Wizard
  • New Form Review Wizard
  • Tax-Exempt Interest Income Wizard
In case you haven’t verified any description or amount properly in the Verification step and you realize your error in any of the subsequent wizards, then you can rectify those mistakes.
For instance, if you didn’t verify the accuracy of the data and made an error in the Verification wizard, for example: Box 1: Ordinary Dividend amount, which has been read by OCR as $22 as opposed to $150.
Field requiring update
If the amount is incorrect, you can edit it. To edit the amount, right-click the highlighted amount. The shortcut menu gives you 2 options as given below:
  • Edit:
     It allows you to change the value of a particular field.
  • Help:
     It gives a detailed explanation of the
    Edit
    functionality.
Select the
Edit
 option. You can also double click to edit a field a highlighted field.
Select Edit Value
When the
Edit Value
 window appears, enter the correct value.
Enter the correct value into the Edit window.
On the
Edit
 window, when there are multiple options for a value, they are displayed in a drop-down list and you can choose the required option from the dropdown.
Select from the VALUE dropdown
Select
SAVE
 to update and save the edited data.
Select
CANCEL
 to cancel the changes.
Select SAVE
Once you save the changes and close the
Edit Value
 window, the corrected data will be reflected in the selected Wizard.
You can't edit the identifier fields like
Name of Payer
 or
SSN number
. These fields will be disabled and grayed out.
Identifier fields in a template 

This article applies to:

  • PRODUCT: SurePrep
  • Sub-Product: 1040Scan

Related Content

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close