Set up and filter columns

Choose displayed columns

On the SurePrep ribbon, select
Column Setup
.

A list of all columns will show.
SP Client ID
and
Binder ID
will be automatically selected and grayed out so you can't select them. These columns are included by default and can't be removed.

Mark the checkbox next to the columns you want to show in FileRoom. To show all columns, mark the
Select All
checkbox at the top of the list.
Select
Save
to display the selected columns in FileRoom or select
Close
to go back to the screen without saving.

Resize columns

To resize a column's width, point to the middle of 2 columns, when the

Resize

icon appears, select and drag the edge of that column.

Sort columns

Select a column header to sort that column alphanumerically. A sort direction arrow will appear next to the header of the column being sorted.

Select the header a 2nd time to reverse the sort order. The direction of the arrow will change from up to down or vice versa.

Filter columns

Select the
Filter
icon in the column you'd like to filter.
Column filters will only be available for commonly used columns:
SP Client ID
Client Name
Binder ID
Tax Client ID
Status
Additive Status
Service
Leadsheets
Binder Type
Owner
Office Location
Tax Software
If you filter the Owner column, a list of owners will show by family name, followed by first name. In the
Show items that match exactly
field, select an option from the dropdown, then select
Filter
.

Once the column filter is applied, only the binders that match that owner name will show in the Owner column.
note
You can apply filters to multiple columns to further control what binders are visible.
Certain columns will have multiple filter options:
For example, if you filter the SP Client ID column, you can select the
Show items with value that
dropdown and choose either
Is equal to
or
Contains
then enter the filter text.
When you select
Filter
, only the binders that match the chosen filter will show.
If you want to turn off the filter for a specific column, select the filter icon on the column header then select
Clear Filter
in the filter panel.
If you want to remove the filters on all columns, select
Clear Filter
.

SP Client ID
Binder ID
Tax Client ID

Column setup list

7216 Consent
Actual Hours
Binder ID
Binder Linked with
Binder Type
Budgeted Hours
Client Due Date
Client Engagement ID
Client Name
Consolidated Group
Downloaded On
Due Date
E-Access
Estimated Complexity
Expedite
Leadsheets
Live Sync Status
Locked
Members
Modified On
Notes
Office Location
Owner
Pages
Processed By
Ratings
Restrict by Office
Service
SP Client ID
Status
Submission Source
Submitted On
SurePrep Support Access
Tax Client ID
Tax Software
Tax Year

Column filter options