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Review Tree

Review Tree - Unreviewed Workpaper(s)

Unreviewed Workpapers
 categories show all of the source documents that have been uploaded for the binder in the order in which they are bookmarked.
These categories let you mark pages as reviewed according to the Sign-Off level.
List of Unreviewed Workpapers sorted by sign-off level
Mark workpaper as reviewed
To expand a category, select the
Expand
 icon Expand icon.
List of documents in the category after selecting the Expand icon
To mark a page as reviewed, you can right-click the page in the
Review Tree
 and then select
Mark Selected Workpaper as reviewed
. 
Select Mark Selected Workpaper as reviewed
The Reviewed workpapers text will transform into a bold green text in the
Review Tree
.
Mark workpaper as unreviewed
To mark a page as unreviewed, right-click the workpaper, and then select
Mark the Workpaper as Unreviewed
.
Select Mark the Workpaper as Unreviewed
Mark all workpapers as reviewed
To simultaneously mark all the unreviewed pages as reviewed, right-click the
Unreviewed Workpapers By L1-Preparer
 category header in the
Review Tree
 and then select
Mark all selected workpaper(s) as Reviewed
 from the shortcut menu.
Select Mark all selected workpaper(s) as Reviewed
Mark selected workpapers as reviewed
To mark selected pages as reviewed, select the workpaper checkboxes.
Select the document's checkboxes
Right-click the
Unreviewed Workpapers By L1-Preparer
 category header in the
Review Tree
 tab, and then select
Mark selected wokpapers as reviewed
.
You can similarly Unreview selected pages when you select
Mark selected Workpaper as Unreviewed
 on the shortcut menu.
Select Mark selected Workpaper as Unreviewed
Marking pages as reviewed under this category automatically marks the checkbox for
L1
 on the
Sign-Off
 on Document Viewer toolbar and vice versa (that is, marking the checkbox for
L1
 on
Document Viewer Toolbar
 will automatically mark that page as reviewed).
The reviewed workpapers text will transform into a bold green text in the
Review Tree
.
List of L1 documents
Other categories of L2-Reviewer, L3-Signer, and L4-Partner can be reviewed in the same manner as explained earlier.
L2, L3, and L4 categories
In the binder, after associating source documents to the Forms, they get re-ordered based on their association to Forms. Thus the documents no longer appear in the order of their original submission in the
Index Tree
.
While reviewing pages from the
Review Tree
 categories, they appear in the order of their association to Input forms in the
Index Tree
. However, if you want to correlate and review documents based on their original submission, you can re-arrange them in the
Review Tree
 categories.
To re-arrange pages in the order of their original submission, right-click the
Review Tree
 category and then select
List Workpapers in Scanning Order
 on the shortcut menu.
Select List Workpapers in Scanning Order
Source documents are arranged in the order in which they were submitted.
Similarly, you can re-order them back in the order in which they are associated in the
Index Tree
 by selecting the option
List Workpapers in Index Tree Order
.

This article applies to:

  • PRODUCT: SurePrep
  • Sub-Product: SPbinder

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