A target sheet indicates to CCH Scan where it should insert bookmarks when it generates a PDF. When used, a target sheet is placed on top of a document within the stack of documents to be scanned. There can be as many target sheets in a CCH Scan job as there are client documents. Because they are not client specific, target sheets can be printed in bulk, and then used repeatedly.
There are three types of target sheets:
- Single page target sheets indicate that the following document is a single page. Single-page target sheets are not needed if your entire scan job consists of single-page documents. When a target sheet is not included, CCH Scan considers each scanned page to be its own document, and inserts bookmarks accordingly.
- Multi-page target sheets identify documents of more than one page. CCH Scan inserts a single bookmark for all the pages of the document when it detects a multi-page target sheet.
- Forced specific classification target sheets can be printed to force documents to be classified in a specific bookmark in the published PDF file. Form information cannot be extracted from documents using custom target sheets. Do not use these target sheets if your firm plans to extract data for tax processing.