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Indexing & BookmarkingAction

Upload your .zip file here.

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Important Notes:

  1. To utilize the Indexing and Bookmarking Tool, users must upload a single .zip folder.
  2. The .zip folder should consistently contain subfolders with the following names: 1040, Organizer, Emails, and Standard Documents.
  3. Note that the page sequence for 1040, Organizer, and Emails will not function linearly; it will follow the order of 1040, Organizer, and Emails.
  4. This specific sequence, however, applies only to standard documents.
  5. In the case of standard documents, if two forms are identified under a single page, they will be bookmarked as "Brokerage".
  6. If the form name cannot be identified, it will be categorized under the bookmark name as "Other."
  7. Indexing and Bookmarking Tool exclusively works with PDF files and does not support other file formats such as Images, Word, Excel, PowerPoint, etc...
  8. Before proceeding with further processing, it is essential for the user to re-validate the indexing and bookmarking file generated by the system.