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  • Product: SurePrep

Replicate templates

The
Replicate Template
 feature lets you copy or add data from 1 page to another page. You can use this feature to replicate templates, which is useful when working with multi-page documents, such as 1099 Consolidated Statements or Schedule K-1.
If a template is missing from 1 or more pages, you can copy it from another page. This eliminates the need to select each document type, form type, and identifier for each page.
The replicated feature copies the following:
  • Document type
  • Form type
  • Identifier data (name, SSN, account number)
  • Certain non-identifier information like the tax year.
Follow these steps to copy template and identifier data from 1 page to another:
  1. Select
    Replicate Template
     Replicate template icon.
    Select the Replicate template icon.
  2. On the
    Replicate Template
     window, under Step 1, enter the page number for the origin page you want to copy the template from, then press
    Enter
    . In the preview section, you can select the page to see the page preview.
    Enter the page number.
  3. Select pages in a certain range or select the pages manually.

Select pages in a certain range

  1. Select the
    Page Range
     option if you want to copy the template to multiple pages at once.
  2. Enter the
    From
     as a starting page and
    To
     as an end page. Template and identifier fields will be copied to all the pages in that range.
Select multiple pages from a range.

Select pages manually

  1. Select
    Enter Page Number
     if you only want to copy the template to selected pages only.
  2. In the
    ENTER PAGE NUMBER
     field, enter the page number where you want to replicate the data.
    1. You can select multiple pages by entering a comma between page numbers.
    2. Example: 8
      ,
       10
      ,
       12 will only select pages 8, 10, and 12.
      Select the pages manually.
  3. Select
    Continue
    .
    Select Continue.
    note
    Replicate templates will override any existing templates that are already assigned to the selected pages. As a result, there may be a loss of data.
  4. On the confirmation window, select
    Yes
     to continue.
    Select Yes.
  5. The
    Document Type
    ,
    Form Type
    , and identifier fields data (Name, SSN, Account Number) will be added to the page.
Document Type, Form Type and Identifier Fields populated.

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