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

Custom Note Type

When adding a note in SPbinder, you can define notes into specific categories. You can either select SurePrep's predefined categories or create custom notes for your firm.
Example: If your firm frequently adds notes in a binder about information pending from clients, then you can add a new custom note category called "Pending" specifically to specify these notes in their own category. Reviewers and Preparers can quickly scan notes based on categories that are relevant to them.
To configure a custom note Type, go to 
Admin
SPbinder 
Custom Note Type
.

Add a Custom Note

You can add a custom note type in addition to the predefined note types available in SPbinder. These note types will be displayed in the SPbinder
Notes
 tab.
Follow these steps to add a custom note type:
  1. Select the
    New Note Type
     button to add a new custom note.
  2. A blank row will be created. Enter the name of the new
    Note Type
    .
    You can't leave the
    Note Type
     input field blank, or the following message will be displayed:
    You can't use SurePrep predefined note types, or the following message will be displayed:
  3. Select the 
    Save
     icon , to save a new note type. Select the
    Cancel
     icon  to close the field without saving any changes.
  4. The
    Created By
     and
    Created On
     columns will be auto-populated with user sign in details and the system date and time.
  5. The new note added in the
    Custom Note Type
     window will be displayed in the notes
    Type
     dropdown menu of the SPbinder.

Edit a Custom Note

Follow these steps to edit a custom note type:
  1. Select the
    Edit
     icon and make the required changes.
  2. After editing the note type, select the
    Save
     icon to save the changes.
  3. The
    Modified By
     and
    Modified On
     columns will be auto-populated with the user sign in details and the system date and time.

Delete a Custom Note

To delete a particular custom note type, select the
Delete
 icon.

Clear Filter

The  button removes all filters that have been either applied on individual columns or when the search option has been used.

Search

Use the  box to search for data. The search functionality only applies to the
Note Type
 column under the 
Custom Note Type
 tab.

Export Custom Note Type to Excel

Export to Excel
button enables you to export the data from the
Custom Note Type
 tab to an Excel file.
If you want specific data to be exported, use the search and/or filter functionality on individual columns , then select
Export to Excel
.
Select the
Help
 icon to view the help page.

This article applies to:

  • Product: SurePrep
  • Sub Product: SPbinder

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