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Print in SPbinder

Print a without leads binder (SPbinder PDF)

For binders without leadsheets (Leads), you use the print feature in SPbinder to print and save the binder as a PDF.
Follow these steps to print without a Leads binder:
  1. Select the 
    Send for Print
     icon on the SPbinder toolbar.
    Alternatively, you can select
    Binder
    , then 
    Send for Print
    .
    You can also print SPbinder PDF from FileRoom without opening the binder. To print the binder from FileRoom, select the binder
    OPTIONS
     menu, then
    SPbinder PDF
    .
  2. When the
    Print Setup
     window appears, select print options based on your preference.
  3. Select your print options, then
    Print
    .
  4. If you selected 
    Print on SurePrep server
    , after the print completes, you will receive an email stating the documents are printed. You can download SPbinder PDF directly from SurePrep FileRoom.
    Go to FileRoom, select the binder's
    OPTIONS
     menu, then
    Download SPbinder PDF(s)
    .
    You can also select
    File
    .
    When the new window appears, select
    2000 Tax Workpapers
    . Select the
    Download
     icon to download
    SPbinder PDF
     for that client.
  5. If you selected 
    Print on my PC
    , SPbinder will begin the process of merging documents to create a SPbinder PDF file locally.
  6. SPbinder PDFs get saved at 
    SurePrep Download Folder
     path.

Removing annotations

When printing a SPbinder PDF, if you selected 
Bookmark with markups
, your PDF may contain annotations or markups. To get a PDF without annotations, you can print a clean PDF from FileRoom or SPbinder without selecting the 
Bookmark with markups
 option. 
To include only page bookmarks without annotations, select
Bookmarks only
.
You can also use the
Print Clean PDF
 feature to print a clean PDF from an existing SPbinder PDF copy. However, the printed PDF copy won’t include page bookmarks.

Troubleshooting

SPBinder needs to be upgraded
You may not be able to use the
Send for Print
 feature if you are currently using an outdated version of SPbinder. Upgrade to the latest version of SPbinder.
Special characters error
You will see the following error message if the client's name has an unsupported special character:
Please print again after closing Acrobat file 'SPbinder PDF - 2020 .....'
Resolution:
Make sure the client's name doesn’t include the following special characters:
/ \ * : ? " < >

This article applies to:

  • Product: SurePrep
  • Sub Product: SPbinder
  • Subject: Print
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