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This article applies to:

  • Product: SurePrep
  • Sub-Product: SPbinder

Review Tree - Unreviewed Sticky Notes

Sticky Notes are used to display calculations and other important information in the form of a note.
Unreviewed Sticky Note(s)
 category lets you go through the pages marked by Sticky Notes.
Follow these steps to mark unreviewed
Sticky Notes
 as reviewed:
  1. Select the
    Expand
     icon Expand icon to expand the
    Unreviewed Sticky Note(s)
     category.
    note
    The number in the parenthesis next to the
    Unreviewed Sticky Note(s)
     category shows the total number of
    Unreviewed Sticky Note(s)
    .
    Unreviewed Sticky Note(s) category
  2. Select the
    Expand
     icon Expand icon to expand the sub-category.
    Select the Expand icon
  3. All the Sticky Notes that have been added to the binder will appear in the
    Review Tree
     along with their page number.
    Select a
    Sticky Note
     to open the source document where the
    Sticky Note
     is added.
    Count of documents in the Sticky Note category
  4. The Unreviewed Sticky Note category lets the preparer/reviewer do a recheck of every Sticky Note by marking that Sticky Note as Reviewed.
    After review, right-click the Sticky Note in the
    Review Tree
     and then select
    Mark Sticky Note as Reviewed
     on the shortcut menu.
    note
    Alternatively, you can hold down the
    CTRL
     key on the keyboard and select the Sticky Note on the
    Document Viewer window
    .
    Select Mark Sticky Note as Reviewed
  5. The
    Sticky Note
     in the
    Review Tree
     will change into a Bold font in green color. The Sticky Note on the source document will be highlighted in green outline.
    Green text for the reviewed sticky note
Follow these steps to mark reviewed
Sticky Notes
 as unreviewed:
  1. To mark a reviewed Sticky Note as unreviewed, right-click the reviewed Sticky Note in the Review tree, and then select
    Mark Sticky Note as Unreviewed
     on the shortcut menu.
    Select Mark Sticky Note as Unreviewed
  2. To delete a Sticky Note, right-click on the Sticky Note in the
    Review Tree
    , then select
    Delete Sticky Note
     on the shortcut menu.
    Select Delete Sticky Note
    Alternatively, right-click the Sticky Note in the
    Document Viewer Window
    , then select
    Delete
     on the shortcut menu.
    Select Delete
  3. When the
    Delete Confirmation
     window appears, select
    Yes
     to Delete or select
    No
     to cancel.
    Confirm the sticky note deletion
    note
    Making modifications to a
    Sticky Note
     after it is reviewed will change the Sticky Note to unreviewed (that is, the text color of the Sticky Note in the review tree will turn to Black and simultaneously the border of the Sticky Note will also turn to Black color).

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