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Manage binders from FileRoom

Delete binders

Follow these steps to delete a binder.
  1. Locate the binder that you want to delete.
  2. Go to the 
    OPTIONS
     column, then select the
    Picklist
     icon Picklist icon for that binder.
    Select the Picklist icon
  3. Select
    Delete
     from the dropdown menu. The 
    Delete
     option is not available if the binder is in 
    Documents Uploading
     or
    SP Processing
     status.
    note
    You can delete outsource binders if a
    Caution
     icon appears indicating that it's in error.
    Select Delete
  4. When the
    Delete
     window appears, select
    Yes
     to delete the binder. Select
    No
     to cancel.
    Select Yes
  5. Select
    OK
    .
    Select OK

Delete Without Leadsheets binders

For binders without leadsheets (as in binders listed as
None
), the additional documents submitted to the binder will appear as a sub-job. Follow these steps to delete None Leadsheet binders: 
  1. Locate the binder that you want to delete.
  2. Binders with sub-jobs will have the
    Expand
     icon Expand icon
    Select the Expand icon
    Select the
    Expand
     icon Expand icon to view the list of sub-jobs. Select the
    Collapse
     icon Collapse icon to return back to the default view.
    Select Collapse icon
  3. Go to the 
    OPTIONS
     column, then select the 
    Picklist
     icon Picklist icon for that binder.
    Select the Picklist icon
  4. If the selected binder contains sub-jobs, select
    Delete
     from the
    OPTIONS
     menu as previously explained. Select
    Delete
     from the dropdown menu. The
    Delete
     option is not available if the binder is in
    Documents Uploading
     or
    SP Processing
     status.
    note
    You can delete outsource binders if a
    Caution
     Caution icon icon appears indicating that it's in error.
    Select Delete
  5. An additional window appears with a list of sub-jobs. Select the sub-job to delete by marking the checkbox next to the
    Job ID
    , then select
    Delete
    .
    note
    The binder is deleted once all sub-jobs are deleted.
    Select the documents, then Delete
  6. In the confirmation window, select
    Yes
    .
    Select Yes
  7. Once your job has been deleted successfully, select
    OK
    .
    Select OK

This article applies to:

  • PRODUCT: SurePrep

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