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Review Tree

Review Tree - Unreviewed Sticky Notes

Sticky Notes are used to display calculations and other important information in the form of a note.
Unreviewed Sticky Note(s)
 category lets you go through the pages marked by Sticky Notes.
Follow these steps to mark unreviewed
Sticky Notes
 as reviewed:
  1. Select the
    Expand
     icon to expand the
    Unreviewed Sticky Note(s)
     category.
  2. Select the
    Expand
     icon to expand the sub-category.
  3. All the Sticky Notes that have been added to the binder will appear in the
    Review Tree
     along with their page number.
    Select a
    Sticky Note
     to open the source document where the
    Sticky Note
     is added.
  4. The Unreviewed Sticky Note category lets the preparer/reviewer do a recheck of every Sticky Note by marking that Sticky Note as Reviewed.
    After review, right-click the Sticky Note in the
    Review Tree
     and then select
    Mark Sticky Note as Reviewed
     on the shortcut menu.
  5. The
    Sticky Note
     in the
    Review Tree
     will change into a Bold font in green color. The Sticky Note on the source document will be highlighted in green outline.
Follow these steps to mark reviewed
Sticky Notes
 as unreviewed:
  1. To mark a reviewed Sticky Note as unreviewed, right-click the reviewed Sticky Note in the Review tree, and then select
    Mark Sticky Note as Unreviewed
     on the shortcut menu.
  2. To delete a Sticky Note, right-click on the Sticky Note in the
    Review Tree
    , then select
    Delete Sticky Note
     on the shortcut menu.
    Alternatively, right-click the Sticky Note in the
    Document Viewer Window
    , then select
    Delete
     on the shortcut menu.
  3. When the
    Delete Confirmation
     window appears, select
    Yes
     to Delete or select
    No
     to cancel.

This article applies to:

  • Product: SurePrep
  • Sub Product: SPbinder
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