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Manage binders from FileRoom

Delete binders

Follow these steps to delete a binder.
  1. Locate the binder that you want to delete.
  2. Go to the 
    OPTIONS
     column, then select the
    Picklist
     icon  for that binder.
  3. Select
    Delete
     from the dropdown menu. The 
    Delete
     option is not available if the binder is in 
    Documents Uploading
     or
    SP Processing
     status.
  4. When the
    Delete
     window appears, select
    Yes
     to delete the binder. Select
    No
     to cancel.
  5. Select
    OK
    .

Delete binders with sub-jobs

Follow these steps to delete binders with sub-jobs: 
  1. Locate the binder that you want to delete.
  2. Binders with sub-jobs will have the
    Expand
     icon 
    Select the
    Expand
     icon  to view the list of sub-jobs. Select the
    Collapse
     icon  to return back to the default view.
  3. Go to the 
    OPTIONS
     column, then select the 
    Picklist
     icon  for that binder.
  4. If the selected binder contains sub-jobs, select
    Delete
     from the
    OPTIONS
     menu as previously explained. Select
    Delete
     from the dropdown menu. The
    Delete
     option is not available if the binder is in
    Documents Uploading
     or
    SP Processing
     status.
  5. An additional window appears with a list of sub-jobs. Select the sub-job to delete by marking the checkbox next to the
    Job ID
    , then select
    Delete
    .
  6. In the confirmation window, select
    Yes
    .
  7. Once your job has been deleted successfully, select
    OK
    .

This article applies to:

  • PRODUCT: SurePrep

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