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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.

Workpaper Name in the Edit Workpaper window

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.

Confirm that you would like to edit multiple pages

note

You can select Do not ask me again
to prevent this dialog box from appearing again in the future.

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
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.

Warning that the workpapers contain references

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.

note

You can also select the Delete Workpaper
icon Delete Workpaper icon

on the Index tree
toolbar.

To delete the entire index tree, select the checkbox next to the binder name, then select the Delete Workpaper
icon 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.

Notification that the document cannot be moved to the specific folder

This article applies to:

Product: SurePrep
Sub-Product: SPbinder

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