Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

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.

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

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  are active for the cleared note.
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.

Delete note

To delete a note, select the note that you want to delete, then select
Delete
   on the Notes toolbar.
Alternatively, you can also select
Delete
  on the note itself.
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.
To delete an individual response, select the note then select
Delete
  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
  on the Notes toolbar. You can also select the
Delete
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.
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.
To simultaneously delete all notes added to SPbinder, mark the
Select All
 checkbox then select
Delete
 .
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.

This article applies to:

  • Product: SurePrep
  • Sub Product: SPbinder

Related content

Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close