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Annotations overview

Workpaper Tools (sticky notes, cross-references, notes)

Workpaper Tools
 section is only visible in the
Annotate
 panel if the selected document is a PDF, Word, and Excel file type.
Workpaper Tools
 help you indicate important and necessary information related to a particular value or field, which aids in return preparation.
The following options are available under Workpaper Tools:

Sticky Notes

Sticky Notes
are used to:
Communicate with references:
 Add references for amounts proforma'd in the tax application but not provided on the source documents.
Display Calculation:
 The user name, date, and time of the note created appears on the Sticky Note title bar.
To add a Sticky Note, choose
Sticky Notes
 from
Workpaper Tools
 and select the document where you want the Sticky Note to be added.
A Sticky Note indicating the user name along with the date and time of creation will appear on the document. You can begin typing your note.
If you need to make changes to an existing note then double-click the Sticky Note to edit the text.
You can also move, edit, and resize the Sticky Note by selecting it and dragging one of the handles.
Point to the Sticky Note to display details of the user who created it.
Delete Sticky Note
Select the Sticky Note, right-click it, and select
Delete
 to delete the Sticky Note. 
You can also delete the Sticky Note by using the delete button on the keyboard.
When the
Delete Confirmation
 window appears, select
Yes
 to delete the Sticky Note, select
No
 to cancel.
Editing Text
Right-click the Sticky Note and select 
Edit Text
 to edit the Sticky Note.
Sticky Note Properties
Right-click the Sticky Note and select
Properties
 to view the 
Sticky Note properties
 window.
Changing Appearance
On the
Sticky Note properties
 window, if the 
Appearance
 tab is not selected, then select the 
Appearance
 tab to change the
Sticky Note
 appearance.
Select the
Fill
 color to change the background color.
Select
Opacity
 to change the transparency for the Sticky Note.
Changing Font
Select the 
Font
 tab to change the font settings. You can change the Font Size, Text Alignment, and Text Color of the Sticky Note here.
If you want to set your changes as default, you can select the checkbox for
Make Current Properties Default
.
Select
OK
 to save the changes made.
Copying and pasting a Sticky Note
You can copy and paste a Sticky Note from 1 page to another.
Right-click the Sticky Note and select
Copy StickyNote/Textbox
.
Go to the page on which you want to paste the Sticky Note. Right-click the document and select 
Paste StickyNote/Textbox
.
You can also copy multiple Sticky Notes from a page. Drag across multiple Sticky Notes to select them. Right-click and select 
Copy Sticky Note/Textbox
. Go to the page, right-click, and select 
Paste StickyNote/Textbox
.

Cross-reference

This functionality enables you to reference an amount from 1 page on another page.
First, select 
Cross Reference
 under 
Workpaper Tools
. 
Next, go to the document then select once to place the 1st cross-reference. On the same page or a different page, select again to place a 2nd cross-reference at the location you'd like to link. 
Once the 2 cross-references are created, a cross-reference will display the page number on which the other cross-reference exists.
When you select a cross-reference, you'll be taken to the corresponding cross-reference. If you point to the cross-reference, you'll see a tooltip that shows who the cross-reference was created by.
You can choose to open cross-references in the same window or a new window. The 
Open Cross Reference in
 menu is located in the 
Document Viewer
 between the breadcrumbs and the 
Sign-off Option
 feature.
Within that menu, you can choose to open cross-references in 
This Window
 or a 
New Window
.
Open Cross Reference in
This Window
: Opens the cross-reference in the existing window. This option is set by default.
New Window
: Opens the cross-reference in a new window.
Each window will have a unique number displayed after the 
Document Viewer
 label.
The
Open Cross Reference in
 option will be displayed in all windows except the 4th window (main monitor plus 2 new windows), because you can't exceed 4 windows. If you select a cross-reference on the 4th window, it will take you to the subsequent cross-reference in the existing window.
Your selection is remembered per window and per user. For example, if you select the option
New Window
, in window 3, your selection will be saved.
Delete Cross Reference
To delete a cross-reference, right-click a cross-reference then select
Delete
 on the shortcut menu. You can also select to select the cross-reference then press Delete on your keyboard.

Note

To add a
Linked Note
, select the
Note
 option and select the document where you want the note to be placed.
You can add text within this note from the
Forms/Leads/Notes
 section. The Linked Note will have a reference number on it, letting you link directly to the workpaper.
Right-click the note to delete the link and delete the note, with the options
Delete Link
 and
Delete Note
 on the shortcut menu.

This article applies to:

  • Product: SurePrep
  • Sub Product: SPbinder

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