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Custom Binder Type

You can create a Custom Binder Type when the standard 1040/1041 binder doesn’t suit your needs. To edit or create a Custom Binder Type, go to
Admin
SP Binder
Custom Binder Type
.

Create New Binder Type

  1. Select
    New Binder Type
    .
  2. A blank row will be added to the table. Enter the
    Binder Type
    ,
    Description
    , and
    Initial
    . The rest of the fields will be auto-populated.
  3. Select the
    Save
     icon to save the binder type, or select the
    Cancel
     icon to cancel adding a new row.

Edit Binder Type

To edit the binder type, select the
Edit
 icon . To confirm your edit, select the
Save
 icon .

View Binder Type

Custom Binder Type lets you sort and filter the results in your view.
Filter Column
Select the filter icon  , on the column you want to filter. A filter window will appear. Select
Filter
 after you finish selecting your parameters. Select
Clear Filter
  to remove the filter on that column.
Sort Column
Select the column name you want to sort. An arrow icon will appear next to the column name, with the column sorted. To switch the sorting order, select the column name again.

Export Custom Binder Type to Excel

Export to Excel
button enables you to export the data from the
Custom Binder Type
 tab to an Excel file.
If you want specific data to be exported, use the filter functionality on individual columns , then select
Export to Excel
.
Select the
Help
 icon to view the help page.

This article applies to:

  • Product: SurePrep
  • Sub Product: SPbinder
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