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Add documents in SPbinder
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This article applies to:

  • Product: SurePrep
  • Sub-Product: SPbinder

Add documents in the SPbinder by dragging and dropping

note
Documents added through drag and drop don’t go through OCR processing.
Drag documents into the
Document Viewer
 or
Index/Review Tree
 to add them into the binder. Documents added in this way don’t go through OCR processing. If you want the additional documents to go through OCR processing, you can use
Add Document
 in the binder menu or press
CTRL+L
.
You can also add documents using FileRoom.
Follow these steps to add a document to SPbinder by dragging it into the binder:
  1. You can add PDF, TIFF, Excel, Word, and Outlook emails by dragging them into SPbinder. If you drag the document into SPbinder anywhere other than the
    Index Tree
    , the document will be added under
    Thumbnail
     in the
    Not Indexed
     filter.
    note
    Excel files with hidden sheets are not supported. Please delete the hidden sheets from the Excel files before uploading the files, make the hidden sheets visible before uploading the files, or don’t upload those files.
    Thumbnail panel
    If you drag a document to a particular folder in the
    Index Tree
    , the document will be inserted in that folder.
    note
    You can drag a file to a proforma'd placeholder in the Index Tree to use that proforma.
    Drag a document
  2. The
    Jobs in Queue
     window will open.
    Jobs in Queue window
  3. If there is an error during processing the additional documents, the documents will appear under
    In Queue
    . You can select the additional documents and select
    Edit
     to edit the details and resubmit the additional documents.
    Select Edit from the Jobs in Queue window
  4. If you try to close the binder immediately after the
    Jobs in Queue
     window closes, you'll be notified that you need to wait until the upload completes.
    Uploading Workpaper(s) window
  5. Wait for the documents to finish processing before you can upload more documents. If you try to add additional documents while some are still processing, you'll see a message notification. This message will appear except for GoSystem and CCH Axcess binders.
    Print Setup window
  6. If the documents were added to the
    Index Tree
     without using proforma, the
    Add Workpaper
     window opens. Type a name in
    Workpaper Name
     and select
    Save
    .
    Select Save
    The document will be associated in that folder.
    Newly associated document

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