Case Format
You can set the default case format for data read by OCR. Follow these steps to configure the case format.
- Go toFileRoom>Admin>Tax Return.
- On the location dropdown, select the office location. The tax return option changes will apply to the selected office location.noteWhen 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.
- Go toCase Format.
- Select one of the following:
- Document LettersOCR data will have the same case format as the source.
- Capital LettersAll description fields will be converted to all capital letters.
- Capitalized LettersThe first letter of each description field will be capitalized.
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 
to check which tax return options were applied to the binder when it was created.
Binder Information
icon to check which tax return options were applied to the binder when it was created. Related Content
-
Tax Return options overview
Format:
Article
