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Download Files Setup
Download Files Setup lets you select destination paths where SurePrep can download software and client binder files.
Follow these steps to specify where SurePrep should download files.
- SelectFileRoom,Admin,Account Setup, thenDownload Files Setup.
You will see the following folder path options:
PathsDescriptionProgram FileSelect 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 FolderSelect 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). - UnderProgram File, selectEdit
.
- InBROWSE PATH, enter a directory/folder path where SurePrep program files should download, then selectSave
.noteThis 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.
- UnderSurePrep Download Folder, selectEdit.
- InSurePrep Download Folder, enter a directory path where you want to store the SurePrep output files (for example, data, PDF, PBFX, Leadsheets, DWP), then selectSave.noteThis 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
This article applies to:
- Product: SurePrep