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Step 2 - Verification

Linking Pages

Linked pages will be indexed (or matched) in the same folder in SPBinder, unless a linked page has its own Index folder in the Index Tree. When using Review Wizard, users can link the page that they're currently viewing to either previous or future pages in the source document. However, linked pages must all have the same identifier fields; pages with different identifier fields (such as SSN, EIN, Name, etc.) can't be linked together.
For example, ABC Charity sent a two-page letter acknowledging your client's donation. Linking page 1 with page 2 will ensure that both documents are placed in the same ABC Charity folder. Without linking, page 2 will be left unassociated/unmatched.
You can also use this link Schedule K-1 Supplemental pages if they are not already connected with the rest of the Schedule K-1 set.

Linking Pages

Follow these steps to link a page in the Verification Wizard: 
  1. Navigate to the page that you would like to link, then select the
    Link Page(s)
     icon in the Verification WIzard toolbar.
    Select the Link Page(s) icon
  2. The
    LINK PAGES
     menu will appear at the bottom of the document viewer panel. Unlinked pages will have
    None
     listed under
    Linked Pages
    .
    List of pages to be linked
  3. Select the
    LINK PAGES
    LINK PAGES icon  icon to begin linking pages to your current page.
    Select LINK PAGES
  4. The
    Link Pages
     dialog box will appear listing your link options:
    • Previous Page
    • Next Page
    • Enter Page Number(s)
      Select the pages you would like to link
      note
      When using the
      Enter Page Number(s)
       option, the page numbers are relative to the option selected in the
      VIEW PAGES
       drop-down menu. For example, when viewing pages
      In Verification
      , page 5 will refer to the fifth page in verification, not the fifth page in the entire binder.
      Select from the VIEW PAGES dropdown
  5. Once you've made your selection, select
    OK
     to save your linked pages. If you'd like to return to the Verification Wizard without linking any pages, select
    CANCEL
     to close the
    Link Pages
     dialog box.
    Select pages to link
  6. If you tried linking pages that can't be linked (due to different identifier fields), you will see an error message appear in the
    Link Pages
     dialog box indicating so. Select
    OK
     to return to the link options.
    Notification that the pages cannot be linked due to identifier fields
  7. Once you've successfully linked two or more pages together, a toast notification will appear in the bottom-right of your screen indicating so, and the linked pages will be listed as
    Linked Pages
    .
    Notification that the pages have been linked

Unlinking Pages

If you've erroneously linked pages in a binder, you can remove the link between these pages to avoid unwanted pairings in SPBinder.
Unlinking a single page
  1. Navigate to the incorrectly linked page in the document viewer panel. Linked pages are denoted by the
    Linked Pages
     information at the bottom of the page.
    Linked pages
  2. If you'd like to unlink a single page from your current page, select the
    X
     Remove icon icon for the page you would like to unlink.
    note
    You can first select the page number itself to navigate to this page and review the content before choosing to unlink.
    Select the Remove icon
  3. Once you select the
    X
     Remove icon icon on this page, it will no longer be linked to the currently viewed page and it will disappear from the list of
    Linked Pages
    .
    Updated LINK PAGES
Unlinking all pages
If a page has numerous linked pages that you would like to remove, you can do so all at once.
  1. Select the
    Menu
     Menu icon icon appearing in the bottom-right corner of page you would like to remove linked pages from.
    All linked pages
  2. The
    Linked Pages
     list will expand, listing all of the pages linked to the one that you're currently viewing. Select
    REMOVE ALL
     if you'd like to unlink all of these pages.
    Select REMOVE ALL
  3. The
    Remove All
     window will appear asking you to confirm your decision to unlink these pages. If you'd like to proceed, select
    YES
     to unlink these pages. Select
    NO
     if you'd like to close this dialog box without unlinking any pages.
    Unlink pages window

This article applies to:

  • PRODUCT: SurePrep
  • Sub-Product: 1040Scan

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