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FileCabinet CS Source Document Processing dialog (Source Data Entry)
Show all expandable content
Use this dialog to check for data from scanned forms or PDFs that were retrieved from FileCabinet CS Source Document Processing, and to open the forms containing that data in UltraTax CS Source Data Entry.
To open this dialog from within Source Data Entry, choose File then Check for Source Document Processing.
note
This dialog is only applicable if you are licensed for FileCabinet CS and use Source Document Processing to scan client source documents using the Optical Character Recognition (OCR) process.
Fields & buttons
Documents list
This list contains the FileCabinet CS documents that contain data retrieved from FileCabinet CS Source Document Processing. Select a document in the list and select Process Documents to open those forms in Source Data Entry. Once you have finished processing all form data in a document, you can open the next document using the same dialog.
Process Documents button
Select this button to open the forms in the highlighted document in Source Data Entry.
This article applies to:
- PRODUCT: UltraTax CS