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Step 2 - Verification

Editing fields

Review Wizard allows you to verify the data that was captured by OCR in a separate step. On the Verification step, here you can fix any information that may have been captured incorrectly.
Data will be highlighted in the document images when opened in the review wizard steps
 - source document images will show highlights where the data was captured.
You can point to the highlighted data to view the details of the data captured. This feature helps provide information captured from a source document to the form.
On the Verification step, you can highlight to focus on the amount/value on the form template.
Add fields
You can add fields that were not captured. To capture the information:
  1. Select the
    Add
     icon on the form template.
  2. Go to the source document image where the information is located, your cursor will change to the
    Add reference
      icon.
  3. Use one of these 2 methods to place a reference:
    • (Full highlight method) Select and drag your cursor to highlight the full text on the image.
    • (Short highlight method) Select once at the end of the text to add a small reference highlight at the end. 
  4. Go back to the field on the form template, and enter the data (amount, name, etc.).
You can select a field on the forms template and edit the value as needed.
Some fields may be disabled based on firm settings.

Edit Fields in all Review Wizard Steps

You can edit data from Image Viewer for the following wizards:
  • Superseded Documents
  • Child Form Association
  • Duplicate Wizard
  • New Form Review Wizard
  • Tax-Exempt Interest Income Wizard
In case you haven’t verified any description or amount properly in the Verification step and you realize your error in any of the subsequent wizards, then you can rectify those mistakes.
For instance, if you didn’t verify the accuracy of the data and made an error in the Verification wizard, for example: Box 1: Ordinary Dividend amount, which has been read by OCR as $22 as opposed to $150.
To verify the amount, double-click the form or press F1/F2 to view the document.
If the amount is incorrect, you can edit it.
To edit the amount, right-click the highlighted amount. The shortcut menu gives you 2 options as given below:
  • Edit:
     It allows you to change the value of a particular field.
  • Help:
     It gives a detailed explanation of the Edit functionality.
Select the
Edit
 option. You can also double click to edit a field a highlighted field.
When the
Edit
 window appears, enter the correct value.
On the
Edit
 window, when there are multiple options for a value, they are displayed in a drop-down list and you can choose the required option from the dropdown.
Select
Save
 to update and save the edited data.
Select
Cancel
 to cancel the changes.
After modifying the data, close the Image Viewer.
The corrected data gets reflected in the review wizard.
You can't edit the identifier fields like 'Name of Payer' or 'SSN number'. These fields will be disabled and grayed out.
 

This article applies to:

  • Product: SurePrep

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