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This article applies to:

  • Product: SurePrep
  • Sub-Product: SPbinder

Opening Binders

Opening a binder allows you to view, edit, delete, index, and review documents within the binder.

Status and Auto-locking

Status
Binder status in the
FileRoom
 helps you keep track of each binder's progress. The binder can only be opened once it completes the initiation process of uploading documents. To view the binder status, go to
Fileroom
 and find the binder status on the
Status
 column.
STATUS column in FoleRoom
When a binder is created, it goes through the following binder status changes:
  • Documents Uploading
     - When the documents are uploaded to the binder.
  • SP Processing
     - When documents have been uploaded successfully.
  • In Verification
     - Binder is ready to be opened from FileRoom.
Documents Uploading
 and
SP Processing
 status indicate that the binder is going through a range of initial processes at SurePrep. You can't open the binder in these statuses.
note
For Custom Binders, there will be no
In Verification
 status after the
SP Processing
 status; instead the status column will be blank. You can open the binder in blank status.
When the binder is ready for verification, FileRoom status will change to
In Verification,
 and an email notification will be sent to you.
Email notification
Auto-Locking
A binder or Review Wizard gets locked when a user (with a different User login) tries to access the binder while it's already open by another user. A notification window allows you to open the binder in read-only mode.
Confirm if you would like to view the binder in read-only
The locked binder can be opened, but only in Read-only mode. Select
Yes
 to open the binder in Read-only mode (All the editable functionality will be disabled. You can't make any changes in the return).
Select Yes
The binder or the Review Wizard gets unlocked only after you (the 1st user) close the binder or Review Wizard, or after it has been unlocked by the user who has the permission to do so. The 2nd user must close and re-open the binder to edit it.
note
If you are going through the Review Wizard steps, no other user can open the Review Wizard of that same binder even in the Read-only mode.

Opening a Binder

You can then open the binder from
FileRoom
. This can be done in 2 ways as listed below:
  • FileRoom
  • PBFX (Portable Binder Format)
Opening a binder from FileRoom
Once your binder is submitted and uploaded, it will appear in
FileRoom
.
In Verification binder in FileRoom
When the submitted binder is ready to be opened, the
Status
 column in
FileRoom
 will display
In Verification
 status.
Binder with In Verification STATUS
Custom Binder ready to be opened, will change the status to blank instead of
In Verification
.
Binder with a blank STATUS
Once the binder is ready to be opened, follow these steps to open a binder:
  1. To open a binder, point to the
    OPTIONS
     column next to the 
    CLIENT ID
     number.
    OPTIONS column in FileRoom
    This will display 2 icons on the
    OPTIONS
     column:
    • Open
       icon Open icon
    • Save as PBFX
       icon Save as PBFX icon
  2. Select the
    Open
     icon Open icon to initiate the file download process.
    note
    The
    Open
     icon Open icon and
    Save as PBFX
     icon Save as PBFX icon in the
    Options
     column will be disabled when the binder is in
    Documents Uploading
     and
    SP Processing
     statuses.
    Select the Open icon
  3. Once the download process is complete, you can open the file from your browser's download window or your default download folder.
    Open the downloaded file
    File Explorer
    If the binder is in verification status, the review wizards will open. Otherwise, the SPbinder will open.
Attention
If a binder gets stuck in a process or is canceled, an
Attention
Attention icon icon appears beside the
Edit
 column. Point to the icon to view the process where it is stuck.
Attention icon appearing in an SP Processing binder
These binders can be rectified by the user and resubmitted.
To rectify the binder, select the
Open
 Open icon icon. Correct the information and resubmit the binder.
Opening a binder from PBFX
When you choose the option to save the binder as PBFX while submitting the binder, it appears on your local machine at the saved location.
Follow these steps to open a Portable Binder Format (PBFX) file from a saved location:
  1. While creating the binder, select 
    Create PBFX file
     in the
    After submission
     option to save a PBFX file when you select
    Submit
    .
    Create PBFX file checkbox
    File Explorer
  2. Alternatively, you can also download the PBFX file from
    FileRoom
    .
    Select the Save PBFX icon
  3. Navigate to the location where you have saved the PBFX file.
  4. Double-click the saved PBFX to open the binder.
    File Explorer
  5. In the window that appears, enter the login credentials and select
    Login
     to open the binder without opening SurePrep FileRoom.
    Sign-in screen

Opening a blank binder

If a binder erroneously opens to a blank screen (for example, missing the Index/Review Tree, Document Viewer, Notes features), users can reset their view to properly load the binder.
Blank binder.
To reset your view, select
View
, then
Reset View
.
Select View, then select Reset View.
If the binder remains blank, contact SurePrep Support at: SurePrep.Support@thomsonreuters.com

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