Filter tabs
When your FileRoom has multiple binders, you need an optimized method of checking which binders are being processed, ready for verification, or have an issue. FileRoom has a tab-based filtering system designed to help you quickly find, review, and resolve issues in your binders. FileRoom tab provides enhanced navigation, dynamic error displays, and real-time updates. The tab-based error filtering system organizes your binders into 6 clear categories using tabs at the top of your FileRoom screen. Each tab helps you focus on specific binder statuses, such as those needing your attention or those in processing.
Each FileRoom tab is there to help you filter your view and focus on reviewing what you need. Select the tab name to view the filtered list.
Tabs | Description |
|---|---|
All Binders | Shows all FileRoom binders in 1 view, irrespective of verification status, errors, or pending actions. |
SP Processing | Shows binders that are successfully processing (in SP Processing status) |
User Action Required | Shows binders that require you to take an action. Binder processing can be interrupted for several reasons, like the tax file or locator being open in the tax software or the tax return being password-protected, which would require you to take action. |
SP Action Required | Shows binders with SurePrep system issues; no action is required from your firm. On this tab, you will see which of your binders failed quality checks by our system and are currently being investigated and proactively resolved. Letting you focus your efforts on the binders that need your attention in the ' User Action Required ' tab.However, if the issue is not addressed in time, contact SurePrep Support for inquiry. |
Verification | Shows binders that are ready to be verified by your firm ( In Verification status) |
Preparation/Review/Finalization | Shows completed and custom status binders. These binders are ready for preparation, review, and finalization by your firm. |
To help you understand and resolve errors efficiently, 3 new columns are introduced in the
All Binders
, User Action Required
, and SP Action Required
tabs:- ERROR CATEGORY: Shows the type of error (like authentication issue, file upload issue).
- RESOLUTION STEPS: Shows instructions on how to resolve the issue.
- REQUIRED ACTIONS: Describes what you need to do (likeRetry Process,Resubmit Binder). Some actions appear with an outline. You can select these actionable buttons to trigger the next step in the process.
Some binders may require manual intervention to resolve, some need to be resolved by you, and others may need SurePrep to resolve. You will see the following
REQUIRED ACTIONS
:Required Action | When It Occurs | User Action | Appears In |
Resubmit | When a binder is submitted for the first time, and an error occurs during processing before it reaches In Verification status. | Open the binder to download the PBFX file, then resubmit the binder. | All binders and User Action Required |
Retry | When an error occurs after the binder has completed the first workflow (for example, during the export process) | Fix the underlying error and select Retry to restart the process that encountered the error. | All binders and User Action Required |
Fix in Progress | When an error occurs that requires technical or support team intervention and can't be resolved by the user. | No action is required. Wait for technical support to resolve the issue. | All binders and SP Action Required |
For instance, when you select the
User Action Required
tab, you will see binders that you can resolve based on the description in the RESOLUTION STEPS
column. Take the REQUIRED ACTION
after you've resolved the issue.Hide Error Columns
In FileRoom, the '
All Binders
' tab shows users three columns that highlight if a binder is in error and what actions are required to resolve the error (as in ERROR CATEGORY
, REQUIRED ACTION
, RESOLUTION STEPS
). However, these three columns may not always be needed. You can now select the Hide Error Columns
button to hide the error columns, or select Show Error Columns
to display the columns.
After you sign into FileRoom, you may see a pop-up notification indicating that one or more binders may require your attention. When this happens, you must close this pop-up and review the
User Action Required
tab to resolve any items that may be blocking your workflow.
note
You can select '
Do not show this again
' to permanently dismiss this notification from appearing in the future. To enable this feature again, please contact Support.Related Content
-
Access FileRoom
Format:
Article
