Open topic with navigation

Using Cover Pages

When using a cover page, place it on top of documents to be scanned. The bar code on the cover page tells CCH Scan to begin a new CCH Scan job. If you want the export file to be named differently than the import file, you can enter it on the cover page.

A special kind of cover page, called an Extraction Cover Page, indicates to CCH Scan that the data in the scanned documents should be extracted. You can use this cover page when the Import folder for the job is not configured to allow extraction.

Some general guidelines for using cover pages are as follows:

• If you scan documents for multiple clients in one scanning session, you should insert cover pages at the beginning of each client's scan job to ensure that information for each client is kept in a separate PDF file.
• If you only scan information for a single client at a time, you may not need to use a cover page. In that case, the name of the original scanned file will be used to name the exported PDF and archive files.
• If your firm also uses CCH Document, use the CCH Document Routing Slip instead of the CCH Scan cover page. The bookmarked PDF file is automatically routed to the proper client in CCH Document, based on the data entered for the Routing Slip in CCH Document. For ease of reference, the client ID and a truncated customer name displays in the queue when you use a routing slip.

  Note: If you use a CCH Document routing slip, you should not also use a CCH Scan cover page. Doing so will cause an error in CCH Scan.

• If you plan to import extracted data to a Personal Taxprep return, you must either use an extraction cover page or set the Import folder that will hold the CCH Scan job to extract data.

The social insurance number is required in the name of the cover page document for the PDF file search when opening a Personal Taxprep return. You can also print cover pages and target sheets directly using Personal Taxprep. If you proceed this way, the social insurance number and client name will be automatically added on the cover page for faster integration with Personal Taxprep. Cover pages have two bar codes. The first bar code alerts CCH Scan to capture the CCH Scan job. The second bar code embeds the document name. CCH Scan applies this document name to both the exported PDF and archive files.

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