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  • Product: SurePrep

Select indexing options

When creating a binder, you can choose how to index pages under 
Indexing Options
.
Follow these steps to select indexing options:
  1. Initiate creating a new binder.
  2. On the
    Create New Binder
    window, select the
    Processing Options
    tab.
    PROCESSING OPTIONS section
  3. On the
    Processing Options
    tab, locate the
    Indexing Options
    section.
    Indexing Options section
  4. If you want to re-order the pages to follow the workpaper index, select the
    Re-order pages to follow the workpaper index
     checkbox. Conversely, you can clear this checkbox to maintain the order of pages in which they were submitted/scanned. Pages will appear in the same order when a binder is printed (that is, scanned order or reorganized order).
    Select the "Re-order pages to follow the workpaper index" checkbox
  5. Under
    Organizer Pages
    , you can choose whether to index all organizer pages under the client organizer index section or to index each organizer page under its respective index tree section.
    note
    These options aren't available for 1041 binders.
    Organizer Pages section
By default, these settings will match those chosen in
Admin
Review Wizard
Indexing Options
. You can make changes here for this particular return. These settings will override the ones made in
Admin
.

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