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This article applies to:

  • Product: SurePrep
  • Sub-Product: SPbinder
  • Subject: Install

Install SPbinder

Download and Install SPbinder

Follow these steps to install SPbinder.
  1. Select
    FileRoom
    , then
    Admin
    .
  2. Select
    Account Setup
    , then
    Installation & Updates
    .
    Select ACCOUNT SETUP then Installation & Updates
  3. Select
    SPbinder Installer
    .
    See the recommended system requirements for optimal performance.
    Select SPbinder Installer
    note
    SurePrep recommends enabling automatic updates.
  4. Skip to the next step if you are not familiar with the command prompt. However, if you are familiar with the command prompt, you have the option to automate the rest of the installation process by running the installer in silent mode.
  5. Locate the downloaded file in your downloads folder. Right-click the downloaded file then select
    Run as Administrator
    . Contact your IT department for assistance if you don’t have admin rights on your PC or shared environment.
    note
    on the browser and operating system version.
    Select Run as administrator
  6. If you had SPbinder installed previously, then the installer will automatically uninstall the previous version of SPbinder and SurePrep Apps before installing a new version. The command prompt window disappears after you successfully uninstall SPbinder. No action required, skip to the next step to continue the installation process.
    Command line
  7. When the
    SPbinder - InstallShield Wizard
     opens, select
    Next
    .
    Select Next
  8. Review the License Agreement, select
    I accept the terms in the license agreement
    , then
    Next
    .
    Accept the terms, then select Next
  9. Verify the install location, then select
    Next
    .
    note
    By default, the installation path goes to
    C:\Program Files\SurePrepLLC\PBFX\
    . If your firm administrator has instructed you to use a different location, select
    Change
     and select a path.
    Verify an installation location
  10. Select
    Install
    .
    Select Install
  11. When the installation is complete, select
    Finish
    . SPbinder is now installed.
    Select Finish
  12. You can confirm if
    SPbinder
     was installed successfully by looking at the list of installed programs in your computer's
    Control Panel
    .
    Select the SPbinder application
    You should also have novaPDF SDK (version 10 or higher) installed in your computer's
    Control Panel
    .
    novaPDF SDK installed on your device
    If you don’t have the latest version of novaPDF SDK (version 10 or higher) installed, then you'll need to manually uninstall novaPDF SDK and re-run the installation again.
note
If you are on a shared environment (that is, Xcentric, Cloud9, Abacus) then refer to our article titled "Shared Envrionment" in the related content below to learn more about installing SPbinder on a Shared Environment.

Automate installation in silent mode

Automating the installation process through command prompt is only recommended for advanced users with Admin rights. Contact your IT professional to follow this guide or install SPbinder through the UI. Silent Installation will automatically uninstall and reinstall SPbinder and NovaPDF.
note
SurePrep Apps install has been merged with SPbinder and won’t appear as a separate install.
  1. Download a new copy of
    SPbinder Installer
     from
    Account Admin
     (Read the previous instructions on how to download SPbinder Installer).
  2. Open the command prompt window as an Administrator.
    Open the command prompt
  3. Go to the folder path where the installer is downloaded (
    cd
     [SPbinder.exe download path]).
    note
    Your file download path may vary based on the browser and operating system version.
    Enter the command into the Command Prompt
  4. Run the following command to run the SPbinder installer in silent mode.
    
         
    SPbinder /S /v” /qn”
    Run the SPbinder command in the Command Prompt
  5. If necessary, the command prompt window will automatically uninstall any previous versions of SPbinder and automatically install a new version of SPbinder. The command prompt window will close automatically after SPbinder has been installed.
    To confirm if SPbinder installed successfully, go to the
    Control Panel
     then locate SPbinder.
    Select the SPbinder application
    You should also have novaPDF SDK (version 10 or higher) installed in your computer's
    Control Panel
    .
    novaPDF files
    If you don’t have the latest version of novaPDF SDK (version 10 or higher) installed, then you'll need to manually uninstall novaPDF SDK and re-run the installation again.

Post-installation checks

For the best user experience, we recommend going through the following checklist after installation is complete:
  1. Check permissions:
    • Check if the
      Program File
       and
      SurePrep Download Folder
       paths are setup in
      Account Admin
      .
  2. Enable access to download folder path (i.e.,
    SurePrep Download Folder
    ).
    • This is useful if your firm has users accessing client binders from multiple workstations on a shared network drive (for example, x:/SurePrepLocalFiles).
    • To check if your firm's download folder path is on a shared network drive, go to
      FileRoom
      Admin
      Account Setup
      Download Files Setup
      SurePrep Download Folder
      .
  3. Run SPbinder Diagnostic tool.
  4. If you can open binders by opening PBFX files from FileRoom, no further action is needed. However, if the PBFX file doesn't open SPbinder, you may need to set PBFX to open SPbinder.

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