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Best Practices for Using Target Sheets

A target sheet can be used to ensure that CCH Scan organizes and bookmarks PDF files correctly. Target sheets are printed from CCH Scan Workstation. They are then inserted between the individual documents included in a CCH Scan job. When the stack of documents is scanned, CCH Scan inserts a new bookmark whenever it encounters a target sheet. There can be as many target sheets in a CCH Scan job as there are client documents.

Target sheets are not required, although there are instances when they are recommended. Use the tips below to help you decide when to use target sheets.

• Print your target sheets instead of photocopying them. Copies tend to degrade, which can make it more difficult for the scanner to read the bar code.
• Minimize the number of target sheets that are needed.

• If your CCH Scan job contains only single-page documents, target sheets are not needed. CCH Scan will treat each individual page as its own document, and will create a bookmark for each page.
• If your CCH Scan job contains both single-page and multi-page documents then proceed as follows to reduce the number of target sheets needed:

1. Sort the documents to be scanned into separate stacks for single-page and multi-page documents.
2. Insert any needed multi-page target sheets.
3. Place the stack of single-page documents on top of the multi-page documents, then single-page target sheets will not be needed. In the absence of a preceding target sheet, CCH Scan automatically recognizes the documents as single pages.

• A document with instructions on a second page can be a single or multi-page document. When scanned with the single-page documents, CCH Scan creates two bookmarks (one per page) in the PDF file. When scanned with the multi-page documents, CCH Scan creates one bookmark with two pages in the PDF file.
• When using a multi-page target sheet, make sure that the first form immediately following the target sheet is how you want the multi-page document/group to be classified.
• Client Organizers can be either a single or multi-page document. When scanned with the single-page documents, CCH Scan splits the Organizer apart and files each page with the supporting workpapers. When scanned with the multi-page documents, CCH Scan groups all of the pages of the Organizer together under one bookmark.
• Reuse your target sheets. Because they are not client-specific, target sheets can be reused for multiple CCH Scan jobs.

For more assistance, select Help > CCH Scan Help Topics, or contact us using the link below.