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Index Tree

Edit, disassociate, delete, or move workpapers

Edit Workpaper

To edit the existing workpaper names, right-click the workpaper you want to edit, then select
Edit Workpaper
 on the shortcut menu.
Edit WorkPaper
 window will appear, you can edit the workpaper name in the
Workpaper Name
 field. Select
Save
 to save the changes or select
Cancel
 to exit without saving the changes.
Edit Multiple Workpapers
To edit multiple workpapers, select the checkbox for workpapers you need to edit. Right-click on any selected workpaper, then select
Edit Workpaper 
on the shortcut menu.
A dialog box will appear to verify if you want to edit selected workpapers.
Select
Ok 
to edit the selected workpapers.
Select
Cancel
 to close the window without making any changes.
When the
Edit Workpaper
 window appears, enter the
Workpaper Name
field, then select
Save
.

Disassociate Workpaper

Disassociating workpapers removes it from the
Index Tree
 and moves the workpaper to the
Thumbnail
 panel. To disassociate a workpaper, right-click the workpaper you want to disassociate, then select
Disassociate Workpaper/Remove Shortcut
 on the shortcut menu.
To disassociate multiple workpapers, select the checkbox for workpapers you need to disassociate. Right-click on any selected workpaper, then select
Disassociate Workpaper/Remove Shortcut
 on the shortcut menu.
Alternatively, you can select the checkbox for workpapers you want to disassociate, then select the
Delete Index/Disassociate Workpaper
 icon on the
Index/Review Tree
 toolbar.
A dialog box will appear to verify if you want to disassociate selected workpapers.
Select
Yes 
to disassociate workpapers and move to the 
Thumbnail
 panel.
Select
No
 to close the window.
The following message appears if the workpaper has cross-references or annotations.
Select
Yes 
to disassociate one or more workpapers and retain all the references and annotations.
Select
No
 to disassociate one or more workpapers along with all the references and annotations.
Select
Cancel
 to close the window.

Delete Workpaper

Select the checkbox for the workpaper you want to delete, then select the
Delete Workpaper
 icon.
A dialog box will appear to verify if you want to delete the selected workpapers.
Select
Yes
 to delete the workpaper from the
Index Tree
 and move it to the
Restore pages
 window. You can then permanently delete the workpaper from the
Restore pages
 window.
Select
No
 to close the window without saving any changes.
A confirmation window will appear if the workpaper has cross-references or annotations. By deleting the workpaper, you will also delete the annotations, references, and notes.
Select 
Yes
 to delete the workpaper from the
Index Tree
 and move it to the
Restore pages
window.
Hover
No
 to close the window.
You can also delete index proforma on the
Index Tree
. To delete the index proforma, right click the index proforma, and then select
Delete.
To delete the entire index tree, select the checkbox next to the binder name, then select the
Delete Workpaper
 icon .
In the window that appears select
Yes
 to delete, or select
No
 to close the window.

Move Workpaper

You can move workpapers from 1 Index to another Index. For instance, if you have erroneously associated the 1099-DIV source document in 1099-INT form, then you can move the source document from 1099-INT to 1099-DIV without disassociating the workpapers.
To move one or more workpapers, select the checkbox for each workpaper you need to move.
Right-click the destination folder where the workpaper should move, then select
Move Workpapers
 from the shortcut menu.
The
Move Workpaper(s)
 option will be disabled under the following conditions: 
  • No Workpaper(s) is selected via the checkbox.
  • A folder checkbox is selected.
  • Attempting to move workpapers within the current parent entity form (for example, Morgan Stanley to Morgan Stanley).
The selected pages will appear in the new location.

Drag and drop

Workpapers can also be moved from 1 index to another by using the drag-and-drop feature.
Select a single workpaper or multiple workpapers, and then drag the workpapers to the desired index section.
You can also drag the selected workpapers
Before
 or
After
 the already indexed workpapers under a particular index section. A prompt message indicates if the selected pages will be placed
Before
 or
After
 the Workpaper.
Move Before:
Move After:
A
Not Allowed
  icon will be shown on the prompt if you are not allowed to move the selected workpapers
Inside
, 
Before
, or 
After
 a particular index.

This article applies to:

  • Product: SurePrep
  • Sub Product: SPbinder
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