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Workflow
The SPbinder is split into 3 main components:
- Index/Review Tree
- Document Viewer
- Forms/Leads/Notes
Index/Review Tree
The
INDEX TREE
tab allows you to place documents into their designated categories. Documents scanned through OCR will automatically be associated in the INDEX TREE
unless the document is unrecognized or unmatched.
The
REVIEW TREE
tab allows you to review binder documents based on various stages of the review process.
Document viewer
Document Viewer
allows you to view a document with Annotations and Sign-off levels. The Thumbnail
panel allows you to view documents specified by the filter.
Breadcrumb path on top of the
Document Viewer
window allows you to see the current document location on the INDEX TREE
.
Forms/Leads/Notes
The
Forms/Leads/Notes
window is divided into 3 tabs:Tab
| Leadsheet type
| Description
|
|---|---|---|
FORMS
|
| Allows you to add, edit, and delete information captured by OCR or the preparer. By updating the FORMS tab, you also update Leadsheets and the information exported to the tax software. |
LEADS
|
| Allows you to review tax document data. Shows you a holistic view of the binder amounts and their totals. |
NOTES
|
| Allows you to add notes to the binder that can help reviewers and preparers. You can also add notes to specific workpapers. |
This article applies to:
- Product: SurePrep
- Sub Product: SPbinder