Download Files Setup

Select 
FileRoom
,
Admin
,
Account Setup
, then
Download Files Setup
.

You will see the following folder path options:

Paths	Description
Program File	Select a path where SPbinder can download software-related files. Recommendation : For optimal performance, we recommend setting the folder path to a local drive on the workstation (for example, C:\SurePrepLocalFiles).
SurePrep Download Folder	Select a path where you can save and access binder information. SurePrep will use this path to: Download each client's binder data to work in the binder (for example, client's binder data, binder images, PDF, PBFX, Leadsheets, DreamWorkpapers). Print and download clients' binders. Recommendation : If your firm is on a network where people access the binders from different workstations, then we recommend setting the folder path to a network drive path (for example, x:\SurePrepFiles or 10.0.0.1/SurePrepFiles).
Under
Program File
, select
Edit
.

In 
BROWSE PATH
, enter a directory/folder path where SurePrep program files should download, then select
Save
.
note
This path goes to C:\SurePrepLocalFiles by default. We recommend setting this path to a local drive. Also, ensure people have full access to the folder path set here.

Under
SurePrep Download Folder
, select
Edit
.

In 
SurePrep Download Folder
, enter a directory path where you want to store the SurePrep output files (for example, data, PDF, PBFX, Leadsheets, DWP), then select
Save
.
note
This path goes to C:\SurePrepLocalFiles by default. We recommend setting this path to a network drive.

SurePrep will now download the files to the directory you specified.

What's next?

Install SPbinder
Verify access permissions - Ensure SurePrep Download is accessible to all users