Add Note dialog (Source Data Entry)

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Use this dialog to add a page note to the image in FileCabinet CS from which the data was retrieved via Source Document Processing.
To open this dialog from within Source Data Entry, choose Edit then Add Note To FileCabinet CS (OCR) or select the Add Note button on the Source Data Entry toolbar.
note
  • This feature is only available for forms that contain data retrieved from FileCabinet CS Source Document Processing.
  • After a form is exported to UltraTax CS from Source Data Entry, you cannot add additional notes for the form using this dialog. However, additional notes can still be added from within FileCabinet CS.

Fields & buttons

Note text
To add a page note to the current form in Source Data Entry, enter the text for the note in this field and select OK. The note will be saved in FileCabinet CS when the form is exported, postponed, or discarded from Source Data Entry.
note
This dialog can only be used to add page notes from within Source Data Entry. You can delete page notes by opening the appropriate image in FileCabinet CS.

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