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Manage binders from FileRoom

Send binders back to SurePrep processing

You can send a binder back to SP Processing to correct certain information. For example, you might do this if the tax file doesn't match the binder.
Follow these steps to send your binder back.
  1. Go to the 
    OPTIONS
     column, then select the 
    Picklist
     icon for the binder.
  2. Select
    Send Back to SP Processing
     from the dropdown.
  3. In the
    Send Back
     window, select
    Yes
    .
  4. Enter the reason for sending the binder back in the
    Send Back Reason
     field, then select
    Save
     to send the binder back.
    Alternatively, select
    Cancel
     if you don't want to send back this binder.
  5. Once you've sent back the binder, its status will be "SP Processing." The owner of the binder will receive an email notification.
    A
    Caution
     icon displays in FileRoom for the binder that was sent back.
    You can hover over the
    Caution
     icon to see the reason it was sent back.
    To correct the information, open the binder. The
    Create New Binder
     window will open. Correct the details then resubmit the binder.

Requirements

Services
  • Classic
  • Simplified
Leadsheets
Status
  • In Verification
     or has blank/custom status.

This article applies to:

  • PRODUCT: SurePrep

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