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About Cover Pages Target Sheets in CCH ProSystem fx Funnel

If you will send PDFs for processing in CCH Scan, you can use CCH ProSystem fx Funnel to digitally insert cover pages and target sheets in your PDFs.

CCH Scan uses cover pages and target sheets to organize and bookmark PDF files.

• Cover pages are inserted at the beginning of CCH Scan jobs and have two bar codes. The first bar code alerts CCH Scan to capture the scan job. The second bar code contains the document name. You can also create a special kind of cover page known as an extraction cover page if you use the AutoFlow Wizard to import extracted data to a tax return.
• Target sheets are inserted between the individual documents in a job. CCH Scan inserts a new bookmark wherever it detects a target sheet.

Neither cover pages nor target sheets are required.

For more information and recommendations regarding cover pages and target sheets, see the CCH Scan Help file.

Insert a Cover Page

You can select to insert a cover page when you initiate a CCH ProSystem fx Funnel job or after you've already created a PDF. Cover pages are inserted at the beginning of the PDF.

For information on adding a cover page when you initiate a job, see Creating a New CCH ProSystem fx Funnel Job.

To add a cover page in a PDF you have already created, proceed as follows:

1. Do one of the following:

   • Right-click the location in the PDF where you want to add a cover page, and then click Add Cover Page.

   • Click Add Cover Page on the toolbar.

2. Select the catalogA collection of form templates that CCH Scan uses to categorize scan documents. The system compares the scanned documents against the collected templates to determine what bookmarks should be applied to the document. to use when processing the files.
3. Enter a name for the cover page.
4. If needed, select the check box for Extraction Cover Page. Extraction cover pages alert CCH Scan that the data in the PDF will be autoflowed to a tax return.
5. Click Add.

Note: If your firm uses Document routing slips instead of cover pages, you can print the routing slip to PDF (or another file format), and add it to the CCH ProSystem fx Funnel job, just like any other file.

Insert a Target Sheet

You can insert target sheets before, during, or after the conversion process. If you need to force files into specific classifications, use one of the manual processes below. The automatic process will add either a single page or a multi-page target sheet before each file in a conversion job.

Add target sheets manually before conversion.

1. Create a new job and add the files to be converted.
2. Right-click a file in the Input Files list, and then select either Add Target Sheet Above or Add Target Sheet Below, followed by one of these options:

• Single Target Sheet. Select this option for a generic single-page document.
• Multi Target Sheet. Select this option for a generic multi-page document.
• From Catalog. Select this option to specify a particular catalog, document type, or classification. For information about the settings, you must specify when you select this option, see Insert target sheets manually after conversion below for detailed information about these options. Click Add after making your selections.

Note: If you have set up favorite target sheets, you also have the option to select from the list of favorites.

Add target sheets automatically during conversion.

This method inserts generic single- or multi-page target sheets before each file in a conversion job. Single-page target sheets are inserted before image files, such as JPEG, PNG, and BMP files. Multi-page target sheets are inserted for all other file types.

You cannot use force specific classifications, nor can you select to add target sheets before some documents and not others if you select this method.

To use this method, proceed as follows:

1. Create a new job and add the files to be converted.
2. Select the Add Target Sheets check box in the lower left corner of the New Job window.
3. If a cover page is included in your input files, select the My job has Cover Page check box on the New Job window.

Note: If you have a cover page, but you do not select this check box, it can cause errors in the conversion process.

4. Click Start Conversion.

Insert target sheets manually after conversion.

Tip: Inserting a target sheet causes a PDF to be rebuilt. Deleting pages and adding files to the PDF also trigger a rebuild. If you need to perform several of these tasks in the same PDF, consider working in Edit mode instead of using the procedure below. The Edit mode can save you time by preventing the PDF from rebuilding until you have completed all the required editing tasks.

1. In the navigation pane, select a page either before or after the location where the target sheet should be inserted.
2. Click either Add Target Sheet Above or Add Target Sheet Below on the PDF Viewer ribbon, depending on where you want to insert the target sheet.
3. Select the target sheet options.

Option	Description
Target Sheets	Select whether the target sheet is for a single-page document or a multi-page document. Tip: If your job consists of only single-page documents, you do not need target sheets. Scan automatically creates a bookmark for each scanned page if there are no target sheets.
Catalog	Select Canada.
Type	Select English or French.
Force specific classification	Select this check box if you want to force the document into a particular bookmark. You'll also need to select a Class (root bookmark) and Form (child bookmark) for the document.
Class (root bookmark)	This option is only available if you chose to force a specific classification. Select a class for the document under this target sheet. The options available here are specific to the catalog you selected.
Form (child bookmark)	This option is only available if you chose to force a specific classification. Select a form that describes the document under this target sheet. The form is generally a specific tax form. The options available here are specific to the catalog and class you selected.
Add to favorites	If you selected Force specific classification, you can select this check box to add this target sheet to your list of favorites.

4. Click Add.

Tip: If you want to insert a target sheet that you have previously added to your favorites, right-click a page in the navigation pane, and then select Add Target Sheet Above or Add Target Sheet Below. On the submenu, select the specific target sheet that you want to insert.