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.
- To begin adding a reference, click theAdd
icon where you would like to add a reference on the template.
- 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 reviewFORM,NAME,FIELD,BOX, andVALUErecords.
noteOnce placed, you can click and drag the highlight to move it if the place it was automatically placed is slightly incorrect.
- 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.
Deleting references
If the OCR has erroneously added an unnecessary reference to the template, you can click the 
icon on the template next to the intended field. The reference will be removed from the template.
Deleting
icon on the template next to the intended field. The reference will be removed from the template.
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.
Related Content
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Step 2 - Verification
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