Case Format

You can set the default case format for data read by OCR. Follow these steps to configure the case format.
  1. Go to
    FileRoom
    >
    Admin
    >
    Tax Return
    .
    Select Admin the TAX RETURN.
  2. On the location dropdown, select the office location. The tax return option changes will apply to the selected office location.
    note
    When selecting tax return options, if no office location is selected then the blank location (first option) settings will be used by default. Any new office location added will inherit the blank location settings.
  3. Go to
    Case Format
    .
  4. Select one of the following:
    • Document Letters
      OCR data will have the same case format as the source.
    • Capital Letters
      All description fields will be converted to all capital letters.
    • Capitalized Letters
      The first letter of each description field will be capitalized.
    Case Format section.
Case Format
options selected in
Account Admin
will become the default settings for all new binders. However, when creating a new binder, you can select different settings for that particular binder if desired. Settings selected on the
Create New Binder
window override the default settings selected in
Account Admin
.
note
In SPbinder, you can click the
Binder Information
icon i icon to check which tax return options were applied to the binder when it was created.

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