Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

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 then place a reference on the source document.
  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
     icon placed next to it that links you to the Forms field.
  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 then drag the mouse over all the amounts together.
    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.
    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.

This article applies to:

  • Product: SurePrep
  • Sub Product: spbinder
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close