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Review Tree

Review Tree - Fields Marked as Estimates

Field(s) Marked as Estimates
 category lets you view all estimated fields from the
Review Tree
 tab.
Follow these steps to view the estimated fields:
  1. Select the
    Review Tree
     tab.
    REVIEW TREE tab
  2. Select the
    Expand
     icon Expand icon next to the
    Field(s) Marked as Estimates
     to expand it and view the fields marked as estimated.
    Field(s) Marked as Estimates section
  3. Select the
    Expand
     icon Expand icon to expand the category, then select the
    Expand
     Expand icon icon on the document.
    Select the Expand icon
  4. Select the field on the
    Review Tree
    , to open the document and highlight the field in the
    Forms
     tab. This lets you edit the field or clear estimate.
    Select the field on the Review Tree
  5. Right-click the estimated field, and then select
    Clear as Estimate
    .
    Select Clear as Estimate

This article applies to:

  • PRODUCT: SurePrep
  • Sub-Product: SPbinder

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