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Software update options
You can opt to download and install SurePrep application updates automatically or stay on a previous version of SurePrep software. Follow these steps to set update options.
- SelectFileRoom, thenAdmin.
- SelectAccount Setup, thenInstallation & Updates.
- UnderSelect how SurePrep updates will download, select one of the following options:
- Automatic Updates (Recommended): Automatically downloads the latest version when it becomes available. This is selected by default.
- Use selected version: Select the version to use. This applies to application files only. PBFX and data files will download as updated. Binders for Outsource and 1040SCANverify returns always open in the latest version at SurePrep Service Center.
Email notifications for software update
You can select whether to notify the Firm System Administrators when a new software version is available or disable the email notification. Follow these steps to enable or disable email notifications:
- To enable email notifications, select the checkbox options "Please notify the Firm System Administrator(s) and the email address listed below when a new version is available"If you select this option, enter the email address of the System Administrator. The firm administrator will receive an email notification when a new version is released.
- To disable email notifications, clear the notify checkbox and/or remove email addresses if multiple emails are listed
note
- If you're no longer an active user and can't access theAdminpage, contact SurePrep Support for help.
- If your email address is connected to multiple environments, remove it from each environment to stop notifications completely.
This article applies to:
- Product: SurePrep
- Sub-Product: SPbinder
- Subject: Install
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