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

Edit, clear, and delete notes

SPbinder allows you to add, edit, delete, or clear notes.
All users can modify the notes that they create.
note
Only users that belong to a user group with permissions enabled have the right to edit, delete, or clear notes created by others.

Edit notes

To edit a note, click the note's input field, then change the text in the space provided.
You can also change the note type from the
Type
 dropdown and choose from the following:
  • General
  • Missing item
  • Permanent
  • Review
Select from the Type dropdown menu

Clear notes

If you want to mark a note as completed or cleared, mark the
Clear Note
 checkbox.
This turns the text box gray and the note can't be modified unless you clear the
Clear Note
 checkbox.
Only the
Select Note
 checkbox and the
Delete Note
 icon Delete Note icon are active for the cleared note.
Select Note checkbox
In the DreamWorkpapers, a cleared note appears with a single strike-off. The text is readable, but it has a line through it to indicate it has been cleared.
note
If a missing document is added through add documents and the document is associated to its proforma in the Review Wizard, then the
Missing Item
 note linked to that form will be automatically marked as cleared. (When the binder opens, the
Clear Note
 option will be marked for that Missing Item note).

Delete note

To delete a note, select the note that you want to delete, then select
Delete
 Delete Note icon  on the Notes toolbar.
Alternatively, you can also select
Delete
 Delete Note icon on the note itself.
note
If a note is deleted, it can no longer be restored.
When the confirmation window appears with the text "Are you sure you want to delete this note?", select
Yes
 to delete or
No
 to cancel.
Confirm the deletion
To delete an individual response, select the note then select
Delete
 Delete Note icon on the Notes toolbar. You can also select it on the response note.
Alternatively, you can delete a parent note and all of its responses by selecting the parent note and then select
Delete
 Delete Note icon on the Notes toolbar. You can also select the
Delete
icon Delete Note icon present on the parent note.
When the confirmation window appears with the text "Are you sure you want to delete this note?", select
Yes
 to delete or
No
 to cancel.
Confirm the deletion
A 2nd confirmation window appears with the text "This note contains response(s). If you delete this note, all responses to this note will also be deleted. Are you sure you want to delete this note."  Select
Yes
 to delete a note and all responses linked to that note or
No
 to cancel.
Warning that the note contains responses
To simultaneously delete all notes added to SPbinder, mark the
Select All
 checkbox Select All checkbox then select
Delete
 Delete Note icon.
When the confirmation window appears with the text "Are you sure you want to delete this note?", select
Yes
 to delete or
No
 to cancel.
Confirm the deletion

This article applies to:

  • PRODUCT: SurePrep
  • Sub-Product: SPbinder

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