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Index Tree

Index pages

Documents/Pages matched in Review Wizard (New From Review) steps will automatically appear indexed in their respective folders in the
INDEX TREE
. For pages that are not matched to a folder, SPbinder lets you organize documents by moving
Not Index
 pages from the
Thumbnail
 section to
INDEX TREE
.
To index the pages on
INDEX TREE
, you can drag the required pages from the
Thumbnail
 section to the
INDEX TREE
 folder.
On the
Thumbnail
 section, Indexed pages will have the
Indexed
 icon .
When the
Add Workpaper
 window appears, you can edit the
Workpaper Name
 field.
You can also select from
Available Predefined Workpapers
 displayed in the lower panel.
Select the
Proforma’d
 checkbox to indicate that this workpaper item is from the previous year. The workpaper will appear as a Proforma item in blue color.
Sometimes, you may have two documents for the same entity: an organizer document and a letter for Charitable Contribution. You may only have one proforma placeholder where you can match one document, such as an organizer form. However, you would also like to index the Charitable contribution letter into a different workpaper folder, still indicating that it's a Proforma from last year. You can select the
Proforma'd
 checkbox to help differentiate the proforma item (in blue color) from other newly indexed documents.
Select
Save
 to save the workpaper to
INDEX TREE
. Select
Cancel
 to close the window without saving any changes.
Once the page is indexed in
INDEX TREE
, the
THUMBNAIL
 section will have the
Indexed
 icon.
Index workpaper for binder templates
When creating a binder, if you have selected a Binder Template with index numbers, then the
Add Workpaper
 window will also give you an option to enter index numbers to the workpaper names.
If an index has defined the Automated Workpaper Number Generation, then the
Add Workpaper
 window will auto-populate the workpaper number.

Index multiple pages

You can follow these steps to Index multiple pages at a time:
  • To select individual pages:
    • Ctrl
      , then
      Mouse-click
  • To select a series of page selections:
    • Mouse-click
       the first page.
    • Shift
      , then
      Mouse-click
       directly on the last page to select all the pages in between.

This article applies to:

  • Product: SurePrep
  • Sub Product: spbinder
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