Review scanned information

Scan tools propose values for you to review. They do not replace checking the source document.

Read a driver's licence

1. Open the case and select Scan licence where offered.
2. Scan the barcode or use the camera option.
3. Review the proposed names, dates and address against the document and case.
4. Select only the fields you want to use.
5. Apply the selected fields and check the result.

If a scan cannot be read, enter the information manually. Do not apply a relative's licence details to the decedent.

Read another document

Use Read a document in the certificate area or Read a DD-214 in Military service. Choose the file, review the extracted fields and apply only confirmed values.

A proposed value may replace one already recorded. Read any overwrite notice before confirming. Use Use none of it when the result should be discarded.

A vendor invoice can be read from the cash-advance workflow. Verify the payee, invoice reference and amount before recording an expense.

If extraction is unavailable, use ordinary data entry and retain the source document on the case.