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Step 2 - Verification

Replicate Template

The Replicate Template feature allows you to copy/add data from one page to another page. Replicating templates can be useful when a multi-page document (e.g. 1099 Consolidated Statements, Schedule K-1) is missing a template on one or more pages. You can use Replicate Template to copy the template information from another page to another page without individually selecting Document Type, Form Type, and identifier field for each page.
The replicate feature copies the following information:
  • Document Type
  • Form Type
  • Identifier field data (Name, SSN, Account Number)
  • Certain non-identifier field data(Tax Year)
Follow these steps to replicate template a template and identifier data from one page to another:
  1. Click the
    Replicate Template
     Replicate Template icon icon in the Verification Template toolbar.
    Select Replicate Template from the toolbar
  2. The
    Replicate Template
     window will appear.If necessary, specify the type of pages you'd like to view with the
    VIEW PAGES
     drop-down menu.
    Replicate Template window
  3. Select the template you'd like to duplicate from the
    Template
     drop-down menu. You can click the
    Eye
     Eye icon icon to display the selected template in the document viewer to the right.
    Select a template
    note
    You can use the toolbar to the right to adjust your view of the document for your comfort.
  4. Provide the pages that you would to duplicate your selected template to in the
    Input Page(s)
     field. The provided pages will be listed in the
    Click Pages to Preview
     section.
    Select the page number
    note
    You can click
    Identifier stamp key
     to open the
    Identifier stamp key
     dialog box that lists the various stamps a document could have, depending on what it was marked as.
    Select Identifier stamp key
  5. Once you're ready to replicate the pages listed, click
    REPLICATE
    .
    Select REPLICATE TEMPLATE
  6. You'll see the
    Replicate Templates
     Confirmation dialog box appear indicating that replicating the template will override any template currently assigned to the pages you provided in the
    Input Pages
     field. If you wish to continue replicating, click
    REPLICATE
    , otherwise click
    CANCEL
     to return to the
    Replicate Template
     window.
    Select REPLICATE to confirm
  7. Once replicated the
    Document Type
    ,
    Form Type
    , and identifier fields data (
    Name
    ,
    SSN
    ,
    Account Number
    ) will be applied to the selected page.

This article applies to:

  • PRODUCT: SurePrep
  • Sub-Product: 1040Scan

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