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Print in SPbinder

Print a without leads binder (SPbinder PDF)

For binders without leadsheets (Leads), you use the print feature in SPbinder to print and save the binder as a PDF.
Follow these steps to print without a Leads binder:
  1. Select the 
    Send for Print
     Send for Print icon icon on the SPbinder toolbar.
    Select the Send for Print icon
    Alternatively, you can select
    Binder
    , then 
    Send for Print
    .
    Select Send for Print
    You can also print SPbinder PDF from FileRoom without opening the binder. To print the binder from FileRoom, select the binder
    OPTIONS
     menu, then
    SPbinder PDF
    .
    Select SPbinder PDF
  2. When the
    Print Setup
     window appears, select print options based on your preference.
    Select Print settings from the Print Setup window
  3. Select your print options, then
    Print
    .
    Select the Notes checkbox and select a Note Type
  4. If you selected 
    Print on SurePrep server
    , after the print completes, you will receive an email stating the documents are printed. You can download SPbinder PDF directly from SurePrep FileRoom.
    Email notification of printed documents
    Go to FileRoom, select the binder's
    OPTIONS
     menu, then
    Download SPbinder PDF(s)
    .
    Select Download SPbinder PDF(s)
    You can also select
    File
    .
    Select File
    When the new window appears, select
    2000 Tax Workpapers
    . Select the
    Download
     icon to download
    SPbinder PDF
     for that client.
    Select the download icon from the 2000 Tax Workpapers folder
  5. If you selected 
    Print on my PC
    , SPbinder will begin the process of merging documents to create a SPbinder PDF file locally.
    Print progress bar
  6. SPbinder PDFs get saved at 
    SurePrep Download Folder
     path.
    note
    The file path is set from 
    Admin
    Account Setup
    Download Files Setup
    . You can view both PDFs (bookmarks with and without markups) here. .
    Adobe Acrobat
note
Firms can print binders (DreamWorkpapers and SPbinder PDF) with customized file names according to their personal preference.

Removing annotations

When printing a SPbinder PDF, if you selected 
Bookmark with markups
, your PDF may contain annotations or markups. To get a PDF without annotations, you can print a clean PDF from FileRoom or SPbinder without selecting the 
Bookmark with markups
 option. 
Bookmark with markups checkbox
To include only page bookmarks without annotations, select
Bookmarks only
.
You can also use the
Print Clean PDF
 feature to print a clean PDF from an existing SPbinder PDF copy. However, the printed PDF copy won’t include page bookmarks.
Print Clean PDF checkbox on the document

Troubleshooting

SPBinder needs to be upgraded
You may not be able to use the
Send for Print
 feature if you are currently using an outdated version of SPbinder. Upgrade to the latest version of SPbinder.
Notification that SPbinder must be updated
Run as administrator
Special characters error
You will see the following error message if the client's name has an unsupported special character:
Please print again after closing Acrobat file 'SPbinder PDF - 2020 .....'
Select OK
Resolution:
Make sure the client's name doesn’t include the following special characters:
/ \ * : ? " < >

This article applies to:

  • PRODUCT: SurePrep
  • Sub-Product: SPbinder
  • Subject: Print

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