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Printing 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 forms included in a CCH Scan job. When the stack of forms 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. Because they are not client specific, target sheets can be printed in bulk, and then used repeatedly. When a target sheet is not included in a CCH Scan job, CCH Scan considers each scanned page to be its own document. A bookmark is created for each page.

Note: To open and print a target sheet, you first must have a PDF reader such as Adobe® Acrobat® Reader® installed on your computer.

To print target sheets, proceed as follows:

  1. Open CCH Scan Workstation.
  2. Select Print > Cover Pages/Target Sheets from the menu.
  3. Select the Target Sheet tab.
  4. Select the catalog type that you want to print target sheets for.

  5. Select Force specific classification.

  6. Select the type of target sheet you want to print. See Using Target Sheets for more information about each type of target sheet.

      • Single-page target sheets are used before documents that only have one page.

        • Tip: If your entire scan job consists of single-page documents only, you do not need to use target sheets. CCH Scanautomatically creates a bookmark for each scanned page if no target sheet is included in a Scan job.

      • Multi-page target sheets identify documents of more than one page. CCH Scaninserts a single bookmark for all the pages of the document when it detects a multi-page target sheet.

        • Notes:

        • Scan can automatically group the pages of some multi-page documents together, even if a multi-page target sheet is not used. For these forms, pages are grouped into the same bookmark if they have either the same account number on all pages or sequential page numbering. See Using Target Sheets for a list of forms that CCH Scan can group automatically without a multi-page target sheet.
        • Sample TIF files of single-page and multi-page target sheets are available in the CCH Scan\Sample.
  7. Click Add.
  8. Repeat the previous steps as needed to add all the new target sheets.
  9. Click Print. Once printed, the documents are cleared from the list.
  10. Click Close.

Note: You can print cover pages at the same time you print target sheets. To do so, click the Cover Page tab before you send the target sheets to print, and then add the cover pages. When you have added all the cover pages, click Print, and all the target sheets and cover pages will print at one time.

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

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