Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Index Tree

Managing predefined workpapers

Follow these steps to add, edit, or delete predefined workpapers:
  1. Select the 
    Manage Predefined Workpaper
     icon.
  2. Manage Predefined Workpaper Names
     window will appear. To add a predefined workpaper, select
    Add Predefined Workpaper Names
    .
  3. A blank field will be added. Required fields are indicated with a red line .
  4. Enter
    Workpaper Name
     and
    Description
    .
  5. On index
    Sections,
     select the dropdown to display the current
    INDEX TREE
     structure.Drag and pull the
    Stretch
     icon on the lower right corner of the window to resize the window. Select the
    Expand
     icon to further expand and view the folders from the
    INDEX TREE
    .
  6. Select the checkbox on the folders you want the workpaper to be available in. The selected workpaper names will be displayed in the
    Sections
     field.
  7. The added workpaper status will be
    Enabled
     by default.
    Select the
    Save
     icon to save the entered details.
    Select the
    Close
     icon to close without saving any changes.
  8. Saved workpaper details will be added as a new row.
  9. To edit predefined workpapers, select the
    Edit
     icon to enable the field and make the necessary changes.
  10. Select the
    Delete
     icon to permanently delete a field from the
    Manage Predefined Workpapers Names
     window. A confirmation window will be displayed for the same.
  11. When the dialog box appears, select
    Yes
     to permanently delete the predefined workpaper. Select
    No
     to close the window without saving any changes.
  12. The changes made to 
    Manage Predefined Workpaper Name
     window will be reflected in the 
    Add Workpaper
     window when any document is moved to those sections in the
    INDEX TREE
    .
    For example, in the screenshot below, when you try to index a workpaper into the sections, 'Client list' workpaper will be available as an option in the
    Available Predefined Workpapers
     panel in the
    Add Workpaper
     window. 'Client list' was a predefined workpaper name that we added.
  13. To filter the information in the
    Workpaper Name
     and
    Description
     columns, select the
    Filter
     icon.
  14. Select the
    Close
     icon to close the
    Manage Predefined Workpapers Names
     window.

This article applies to:

  • Product: SurePrep
  • Sub Product: SPbinder
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close