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

Working with references

When working on documents, the OCR may have inaccurately captured a source document's data to populate the template. When this happens, users can add and delete references from these source documents in order to properly capture your client's data.

Adding references

If the OCR has failed to capture a value from the source document, you can manually place a reference for the overlooked value.
  1. To begin adding a reference, click the
    Add
    Add icon icon where you would like to add a reference on the template.
    Select the Add Reference icon
  2. Click the amount on the source document that would like to add a reference for. A green highlight will appear on the source document indicating that you've made your selection. You can place your mouse on the placed highlight to review
    FORM
    ,
    NAME
    ,
    FIELD
    ,
    BOX
    , and
    VALUE
     records.
    Place a reference
    note
    Once placed, you can click and drag the highlight to move it if the place it was automatically placed is slightly incorrect.
    Move a placed reference
  3. Navigating back to the template, depending on the section you added a reference to, you can either type a value into the field or select a value from the field's drop-down menu.
    Enter a value into the field

Deleting references

If the OCR has erroneously added an unnecessary reference to the template, you can click the
Deleting
Delete icon icon on the template next to the intended field. The reference will be removed from the template.
Select the Remove Reference icon
Alternatively, you can right-click on a reference you'd like to remove and click
Delete Reference(s)
 to delete it from within the source document.
Select Delete Reference(s)

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