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Work with documents in SPbinder

Submission of additional documents notifications

SPbinder displays an alert notification to inform you about the current status of your documents and if an action is required to proceed. In some instances, you will only see additional documents appear after a pending action item has been completed. Submission notification appears in SPbinder and the
Add Documents
 window to help you with your next step if necessary.
You can select the icon to expand/dismiss the notification. Dismissing an alert notification minimizes it.  

Additional documents

You will see notifications after adding additional documents under the following conditions:
SP Processing
In Verification
Add Documents
Export to Tax
SP Processing
Notification
: 
Documents submitted on (Submission date) are still in
SP Processing
. Any additional submissions will begin processing after the documents currently in processing have been completed.
Description
:
For Classic Leadsheet binders, additional documents will be placed on hold if they were added after the verification process has been initiated. Additional documents will be processed and added automatically after the previous submission has been completed.
SPbinder
Add Documents (Submission Wizard)
Action
:
No action is required. Once additional documents are processed, the banner notification will update automatically.
Additional Information
In Verification
Notification
: 
Documents submitted on (Submission date) are still
In Verification
. Complete the verification of these documents so that additional submissions can begin processing.
Description
:
This notification appears for In-House binders (for example, 1040SCAN PRO) that are still
In Verification
. Any documents you add will be processed and added automatically after the verification has been completed for the previous submission.
Add Documents
Notification
: 
You have documents that are done processing. Select
Add
 to add these documents in the binder.
Description
:
This notification appears when (additional) documents are done SP Processing while the binder is open. Select
Add
 to close the binder and move to the next step in processing. Additional documents will be loaded into the binder or send for verification.
Action
:
Select
Add
 to close the binder, allowing additional documents to be added to the binder or sent for verification. If you used OCR processing, select 
Add
 to close SPbinder and open the Review Wizard. If you didn't send the documents for OCR processing, select
Add
 to add the additional documents in the thumbnail section.

Export to Tax

Notification
: 
Documents submitted on (Submission Date) are still awaiting Export. Select
Export to Tax
 in the binder so that additional submissions on hold can begin processing.
Description
:
For Simplified and Without Leads binders, if the verification process has already been initiated then adding additional documents will require the original documents to be exported before any additional documents can be processed. 
When adding documents through FileRoom:
Action
:
To process additional documents, select the
Binder
 menu,
Export
, then
Export to Tax Software
.

This article applies to:

  • PRODUCT: SurePrep
  • Sub Product: SPbinder
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