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Index Tree

Add, edit, and manage indexes

Add Index

Add Index Section
 allows you to add index and sub-indexes.
To add indexes from the
Index/Review Tree
 toolbar. Select the
Add Index
 icon , and then select
Add Index Section
 on the dropdown menu.
You may also right-click the index folder and then select
Add Index Section
 on the shortcut menu.
When an
Add Index Section
 window appears, type the
Section Name
, and then select
Save
.
Required fields are marked with a red line . You can point to the fields to view the tool-tip. The Save button will be disabled unless the mandatory fields are filled in.
If you try to add indexes to a binder created from a binder template with index numbers,
Add Index Sections
 window will ask you to type
Section #
 and
Section
Name
.
The
Index Tree
 will display icons next to each index according to the index file type (PDF, Word Doc, Excel file, email messages).
If multiple file types (PDF, Excel, Word and/or Email) are indexed to a single placeholder file, a Multi-page icon appears before the Index name.

Edit Index

Edit Index Section
 allows you to edit the existing index names.
You can edit indexes from the
Index/Review Tree
 toolbar. Select the index name you want to edit and select the
Add Index
 icon , and then select
Edit Index Section
 on the dropdown menu.
You can also right-click the index name and select
End Index Section
 on the shortcut menu.
When the
Edit Index Section
 window appears, type in the
Section Name
 field.
If you try to add indexes to a binder created from a binder template with index numbers,
Add Index Sections
 window will ask you to type
Section #
 and
Section
Name
.
Select
Save
 to save the changes or select
Cancel
 to exit without saving the changes.

Active Index

Active Index allows you to only view index folders and indexes with workpapers in them.
To show Active Indexes, select the
Active Index
 icon on the
Index Tree
 toolbar.
To go back to the default view, select the
Active Index
 icon.

Move Up or Move Down

Move Up
 and
Move Down
 icons on the
Index/Review Tree
 toolbar allow you to move workpapers up or down on the
Index Tree
.
To move a workpaper, select the checkbox for the appropriate workpaper, and then select the
Move Up
 or
Move Down
 icon.
The
Move Up
 icon will be unresponsive if the selected workpaper is at the top of a category.
Move Down
 icon will be unresponsive if the selected workpaper is at the bottom of a category.
To move multiple workpapers inside a category, select the checkbox for the appropriate workpapers, and then select the
Move Up
 or
Move Down
 icon.
To move workpapers to another category, select the selected workpapers and drag the workpaper to a new location on the
Index Tree
.

Expand

The
Expand
 icon allows you to expand folders and the workpapers so that the documents associated with them can be viewed.
The
Expand
 feature has 2 options:
  • Expand Folders
  • Expand Workpapers and Folders
Select the picklist icon to view the dropdown option.
Expand Folders
Select
Expand Folders
 to view folders and subfolders.
Expand Workpapers and Folders
Select
Expand Workpapers and Folders
 to view workpapers, folders, and subfolders.

Collapse All

Select the
Collapse All
 icon to collapse and view the
Index Tree
 structure.

Proforma Index

SPbinder will mark any workpaper rolled forward from the previous year in
blue
 color. If a proforma document is missing, SPbinder will place an empty placeholder proforma icon to indicate the current document is missing.
You can't edit the Proforma name, but it can be deleted from the
INDEX TREE
.
To associate workpapers with a Proforma, drag the workpapers into the proforma’d index.
Once workpapers are associated to proforma’d index, all features of
Index tree
 available for new indexes will be applicable to proforma’d indexes as well.

This article applies to:

  • Product: SurePrep
  • Sub Product: SPbinder
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