Validating Extracted Data

To validate extracted data on a workstation, do the following:

In CCH Scan Workstation, double-click a job marked as Ready for Validation. The Scan Validation window displays.

Tell me about the sections in this window.

Review the field values in the Validation pane, comparing them to the scanned image. If you see a discrepancy, click into the Value column for that field and edit the entry. Keep in mind that:

Changing a value in the Scan Validation window also changes the value in the bookmarked PDF file.
When you edit information that identifies a tax form (for example, the employer name on a T4), the Identifier field and bookmark for that form are updated as well.

Press the Tab key to move to the next field.

Repeat steps 2 and 3 until you have reviewed all the fields on the form. Press the Tab key again to move to the next form. Tabbing to a new form causes CCH Scan to select the check box beside the validated form in the List of Forms pane. The check mark indicates that you have completed validation for that form.

Continue reviewing and validating until all forms are validated.

Click Close. The system displays a message asking if you want to save the validation changes.

Click Yes. The system displays a message asking if you have completed the validation.

Click Yes.

Notes:

As jobs are validated, the CCH Scan Workstation message changes to Validation in progress.
If you must quit validation before you have reviewed all the forms, click No for step 8. The CCH Scan Workstation message will indicate the number of pages for which validation is complete.
If you need to extract data for fields that were not automatically extracted by Scan, you can select additional fields, from a pre-determined list set up by Scan, for extraction. For more information, see Adding a Field or a Group of Fields for Extraction.

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