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  • Product: SurePrep

Configure a custom status

You can define custom statuses and then apply them to binders from FileRoom or from within the SPbinder. Creating custom statuses can help you track the progress of your client's binders.
Follow these steps to configure a custom status:
  1. Select
    FileRoom
    ,
    Admin
    ,
    Account Setup
    , then
    Custom Status
    .
    Select ACCOUNT SETUP then Custom Status.
  2. On the
    Custom Status
     tab, you can add or delete custom statuses.
    STATUS column.
  3. You can also send an email notification to the owner when the binder status changes. To enable email notification, mark the checkbox for
    Send an email notification to Owner when binder status is changed
    .
    Select the "Send an email notification to Owner when binder status is changed" checkbox.
  4. When closing SPbinder, your firm's users will need to select the current status of their binder. They can choose the blank status (first option) or select one of the designated custom statuses.
    Select from the Status drop-down.
  5. The binder's status will change to the custom status you selected when closing the binder. To update the binder status, open the binder, select a different option when closing the binder. 
    STATUS column in FileRoom.
  6. You can also change the binder status by updating binder information without opening the binder.
    tip
    By default, once the binder's verification step is complete, the binder's status appears blank/empty in FileRoom. When creating a binder, you can select that status that the binder should update to after submission. On the
    Create New Binder
    window, select a custom status from the
    Change status to
    dropdown.
    Select from the "Change status to" drop-down menu.
    tip
    You can organize your FileRoom view by grouping binders by status.
    Binders grouped by status.
    You can also narrow down the binders list by filtering binders based on different statuses.

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