Grant access to SurePrep support

The
Grant SurePrep Support Access
feature enables you to grant the SurePrep Support team to access your binder/PBFX.
To make a binder accessible to SurePrep Support, select the
Grant SurePrep Support Access
icon on the SPbinder toolbar.
When the
Grant SP Support Access
window appears, select the number of days you want to grant access under
Select Date For Granting Access to Support
then select
Save
.
SurePrep support will be able to access the binder for the selected number of days.
To check the expiry date for all the binders that have been provided SurePrep Support access, look on the
SurePrep Support Access
column in the FileRoom. You can filter the binders on the basis of their expiry date from here.
If the
SurePrep Support
column is not visible for you in the FileRoom, select
Column Setup
, then select the
SurePrep Support Access
check.
The Firm Administrator can check the sign in activity as well as the username of the SurePrep Support personnel who access the binder from
Admin
,
Reports
, then
Logging Events
.
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