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Recommended Scan Workflow

Following the workflow outlined below will help you use CCH Scan Workstation to its best advantage.

1. Sort the documents to determine which ones need to be scanned, preparing the documents for scanning as you go.
2. Organize the documents in the order that you want them to be scanned. For most efficient processing, place single-page documents on top of the stack to be scanned, with multi-page documents below. CCH Scan re-orders and bookmarks all documents in the bookmarked PDF file to match the tax return.
3. If needed, print and insert cover pages and target sheets. See About Cover Pages and Target Sheets for more information.
4. Count the total number of pages to be scanned, excluding cover pages, target sheets, and blank pages. Write down this number so that you can verify that all of the pages are included in the bookmarked PDF file.
5. Configure your scanner according to the guidelines outlined in Scanner Settings.
6. Place the documents on the scanner, top first. Multiple jobs can be placed in the scanner at one time as long as each job is separated with a cover page.
7. Scan the documents. You can scan them directly into an Import folder, or, if needed, you can scan them to an intermediary folder, and then transfer them into an Import folder using CCH Scan's Import Assistant.
8. Monitor processing of the scanned images.
9. Verify successful completion of the CCH Scan job.
10. Remove the target sheets, if any.

After you complete CCH Scan processing, you can choose to do any of the following:

• Validate that the tax data converted through optimal character recognition (OCR) in the bookmarked PDF file was transferred correctly. See Validation Overview for more information.
• Complete processing without validating the data.

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