Working with references

Adding references

To begin adding a reference, select the
Add Reference
icon next to the field where you would like to add information.

Move your cursor to the scanned document, click and hold the mouse, and drag your cursor to highlight the amount on the scanned document that you would like to add a reference for. A green highlight will appear on the source document indicating that you've made your selection. The field will become available to edit; enter the information as you see it on the scanned document.

note
You can place your mouse on the placed highlight to review
FORM
,
NAME
,
FIELD
,
BOX
, and
VALUE
records.
Select and drag your cursor to highlight the full text on the image. This method is recommended because it uses live capture technology to automatically capture what you highlight on the page.
tip
You can click and drag the highlight to move it to another location if it was placed incorrect in the wrong spot.

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 select the

Remove Reference

icon on the template next to the intended field. The reference will be removed from the template.