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Work with forms in SPbinder

Tape Total capability for every field

Amounts that are located in different sections or pages can be captured as a single value using SPbinder's Tape Total feature. Some fields may have values that are dispersed among different sections or pages. SPbinder's Tape Total feature lets you capture all the amounts and summarize them into a single field.
Follow these steps to capture multiple amounts for a field:
  1. To capture multiple amounts for a field, place a reference for the 1st amount to be captured the way it is normally done on the source document.
    Select the
    Add
     icon Add icon then place a reference on the source document.
    Select the Add icon
  2. Press
    ALT
     (Keyboard) and select on the source document to place a reference. You can also select and drag to highlight the amount value and let OCR enter the amount.
    You can press
    ALT
     and select to place multiple references for the same field. Each value will have a
    Reference
     Reference icon icon placed next to it that links you to the Forms field.
    note
    If you are trying to create a tape total and select on a different reference by accident, you will need to select in the correct input field on the
    Forms
     tab to be able to
    ALT
     + left-click and continue creating a tape total for the reference.
    Reference icon placed on a document
  3. Multiple references used to create the sum value appear on the right of the
    Forms
     section.
  4. Alternatively, you can select multiple references at once if the amounts are located one following the other. To select multiple references vertically, select the
    Add
     icon Add icon then drag the mouse over all the amounts together.
    Select the Add icon
    The tape total of all the selected amounts will be created automatically. The tape total column will transfer to the field for which the original reference was placed.
    Total broken down in Wages, tips, and other comp.
    To view the tape total for a field, select on the field in the
    Forms
     Section.
  5. To delete a field with tape total, go to the
    Tape Total
     section and then delete the individual references.
    Select the delete icon

This article applies to:

  • PRODUCT: SurePrep
  • Sub-Product: SPbinder

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