Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Manage binders from FileRoom

Transfer ownership

Follow these steps to transfer the ownership of a binder to another user.
  1. To transfer the ownership of a binder to another user, locate the binder.
  2. Go to the
    OPTIONS
     column, then select the
    Picklist
     icon Picklist icon for that binder.
    Select the Picklist icon
  3. Select
    Transfer
     from the dropdown menu.
    Select Transfer
  4. In the
    Transfer
     window, select the 
    Owner
     menu, then select the person to whom you want to transfer the binder.
    Select an Owner
  5. Select
    Custom Status
    , then the status you want to set.
    Select a Custom Status
  6. If you want to send an email notification to the new owner, mark
    Send E-mail Notification to the New Owner
    .
    Select the "Send E-mail Notification to the New Owner" checkbox
  7. Select
    Save
    .
    Select Save
  8. The binder will now transfer, and you'll see the selections you chose in the 
    Status
     and
    Owner
     columns.
    STATUS and OWNER column
note
You can change the ownership of the binder only if the binder is not in the export process and if the review wizard for that binder isn't open.
You can also transfer ownership of a binder from SPbinder. Select
Edit
, then 
Transfer Ownership / Update Status
. You can also select the icon on the SPbinder toolbar.
View details on Transfer Ownership from SPbinder.
Select Transfer Ownership/Update Status
note
Changing owner or assigning members will sync with TaxCaddy Client Profile and FileRoom binder.

This article applies to:

  • PRODUCT: SurePrep

Related Content

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close