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Get started with SPbinder

Save your work

SPbinder saves data automatically as soon as you perform a function in SPbinder (for example, reference an amount or use an annotation). You can also manually save the binder and/or save the binder's PBFX file to access your binder locally without opening FileRoom.
SPbinder provides 2 types of save features: 
Save
 and
Save as PBFX
.
Save
 lets you save directly to FileRoom.
Save as PBFX
  lets you directly access your binder locally without opening FileRoom.

Save

Though there is an auto-save feature, we highly recommend saving your work manually as well.
To save your current progress, select 
Binder
, then
Save
.
Select Save
Alternatively, select the
Save
 icon in the SPbinder toolbar.
Select the Save icon
If you lose your connection to the server while saving the binder, SPbinder will attempt to reconnect and try again.
Suspended connection
If the SPbinder is still unable to connect, a window will appear.
Select
Continue
 to save a backup copy of this binder on the local machine. This can be used to update FileRoom with the changes made before the service was interrupted.
Select
Cancel
 to wait for SPbinder to connect and finish saving.
Wait for the connection to reestablish
When you re-open the binder, a window will appear.
Select
Yes
 to recover unsaved binder information from the locally cached copy.
Select
No
 to open the last saved binder from FileRoom.
note
The copy of the binder that you choose to open will override the other version.
Select Yes or No
If you selected
Yes
, SPbinder will recover unsaved binder information from a locally cached copy.
SPbinder recovering your binder
If this binder has been accessed from another computer and the most recent copy has been saved on the server from that computer, you will see the following options:
Select
Yes
 to recover unsaved binder information from a locally cached copy.
Select
No
 to open the last saved binder from FileRoom.
Select
Review
 to open the binder in read-only mode. Read-only mode lets you review the updated binder information saved on the server without replacing local or server binder.
Select Yes or No

Save as PBFX

PBFX file helps you directly access your binder locally without opening FileRoom.
To save your current binder as a PBFX file, select
Binder
, then
Save as PBFX
.
Select Save as PBFX
You can also select the 
Save as PBFX
 icon Save as PBFX icon on the SPbinder toolbar.
Select the Save as PBFX icon
When the
Save As
 window appears, select the location, then
Save
 to save the PBFX file, or select
Cancel
 to close without saving.
File Explorer

Real Time Save Diagnostics

You can double-click the save status text to see save diagnostics.
Notification that changes have been saved
In the
Real Time Save Diagnostics
 window, you can review if the changes you make are being automatically saved or going in error. 
Real Time Save Diagnostics window
note
The
Real Time Save Diagnostics
 window is for diagnostic purposes only. SPbinder saves the data automatically.

This article applies to:

  • PRODUCT: SurePrep
  • Sub-Product: SPbinder

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