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Work with documents in SPbinder

Sign off documents

Sign-Off lets each tax preparer mark a document as reviewed at various stages of preparation.

Enable sign-off level

Sign-off levels that were not selected in
Admin
,
SPbinder
, then
Sign Off Management
 will be grayed out and unavailable for selection in SPbinder.
Each check mark can be assigned to a different role defined in the
Admin
 section. For example, if your role is preparer, then only L-1 (Preparer) check mark will be enabled for signing.
L1 Preparer with the Firm Staff Role.

Sign-off option

To open the
Sign-Off Option
 window, select
Sign-Off Option
 on the corner of the
Document viewer
 window.
Sign-Off Option
 window will appear.
Sign-Off Option
Description
Don’t move to the next page when signed-Off
Go to the next page manually after each sign-off.
Move to next page when Signed-Off
Navigate to the next page automatically after each sign-off. When a page is signed-off on the
Index Tree
 or
Thumbnail
, it will automatically go to the next page in their respective sections.
Sign off all references and linked TR stamps on page
Enables you to sign off all the references and linked TR stamps on the page with a single click. You can select this check box alongside the other two options.
Select here to learn more about signing off all references and linked TR stamps on a page (leadsheet binders only)
Binders without leadsheets will see the following window:
Select
Ok
 to save these settings, select
Cancel
 to close without saving.
To revert changes, select
Sign-off Option
 to open the
Sign-Off Option
 window and make the changes.

Sign-off documents

To sign-off a document, select the sign-off level check mark (L1, L2, L3 & L4) on the
Document Viewer
 window toolbar.
Select the picklist icon on the side of the sign-off level check mark to display the
Sign-Off
 window.
You can also select
Sign-off
 to sign-off a page. After the page is signed-off, your name, sign-off date, and sign-off time are displayed in this window.
Clear Sign
 is enabled when the document is signed-off.
If multiple users
Sign-off
, each name, date, and time of sign-off are displayed in the
Sign-off
 window.
Clear Sign
 is enabled for the user with the most recent sign-off at that level. If the
Clear Sign
 is enabled, you can only clear the most recent sign-off made by you.
If you sign-off a second time at the same level and if no one else has signed-off since your original sign-off, only the date and time of your sign-off gets updated.
If another user also signs-off at the same level, you are no longer let to clear your sign-off.
If you sign off again at the same level, then a new entry will be added with date and time.
E.g.
 First Pam signs-off a page at Level1, then Paul signs-off the same page at the same level. Pam can't clear the first sign-off. If Pam signs-off again on a page at the same level, a new entry will be added to the history with name, date, and time. 3 rows get displayed in the history.
Index Tree
Workpaper on
Index Tree
 have check marks indicating the sign-off levels. Each check mark colors match the Sign-Off level indicated on the
Sign-Off
toolbar.
To sign-off from the
Index Tree
, right-click a workpaper on the
Index Tree
, point to
Review Workpaper
 on the shortcut menu, then select the sign-off level you want to sign-off.
Review Tree
The
Review Tree
 shows unreviewed workpapers nodes for each sign-off level. For example, if only L1 and L2 are supported, then the
Review Tree
 will only show Unreviewed Workpapers nodes for L1 and L2.
You can also sign-off a document on the
Review Tree
 when you right-click the document then select
Mark the Workpaper as reviewed
.
The unreviewed workpaper nodes (L1, L2, L3, L4) in
Review Tree
 are updated when a page is signed off. When a workpaper is signed-off, the unreviewed workpaper in the
Review Tree
 will become green and bold. The
Unreviewed Wokpapers By (L1, L2, L3, L4)
 page count goes down by one.
When a workpaper is signed off at L1, it is marked as reviewed in Unreviewed Workpapers By L1-Preparer and it turns green. The workpaper remains unreviewed at
Unreviewed Workpapers By L2-Reviewer
 until L2-Reviewer signs off.
Thumbnail
The
Thumbnail
 section shows check marks indicating that the workpaper has been signed off. Each check select colors match the Sign-Off level indicated on the
Sign-Off
toolbar.
You can select the
Filter
 icon on the
Thumbnail
 section to filter pages that are not sign-off based on individual levels. From the dropdown, select the
Not Signed-off
 checkbox, then select
OK
.
The sign-off level checkmarks can also be viewed in the DreamWorkpapers generated from SPbinder.
Whenever you sign-off the document at any of the defined levels (that is, Preparer, Reviewer, Signer, or Partner) in SPbinder, the sign off Colors, Role, User Names, Date, and Time of Sign-Off will be displayed in the same manner in the tooltip.
Changes made after sign off
A
Caution
 icon appears next to the workpaper if the current workpaper has been modified after being signed off. This applies to all users at any level (that is, Preparer, Reviewer, Partner, or Signer).

Sign off on all references and linked TR stamps on page (leadsheet binders only)

The
Sign Off all references and linked TR stamps on pages
 option in the
Sign Off Option
 window enables you to sign off all the references and linked TR stamps on the page with a single select.
The
Sign-Off Option
 will be saved for the current user and will remain saved when the binder is opened again.
Sign Off all references and linked TR stamps on pages
 option can be used with either of the previous selection (
Do not move to next page when signed-Off
 or
Move to next page when signed-Off
).
When the
Sign Off all references and linked TR stamps on page
 checkbox is selected and you sign off on a page, all references and linked TR stamps on that page will get marked as reviewed and the following area are affected:
  • On the source document, the border of all references/linked TR stamps will turn green.
  • In the
    FORMS
     tab, the particular reference column will have a green border.
  • In the
    REVIEW TREE
    of a classic binder, the reviewed fields will be removed from the
    Unreviewed Fields created by
     category.
  • In the
    REVIEW TREE
    of a simplified binder, the reviewed fields will turn bold green in the
    LS Linked TR stamp
     category.
  • In
    Leadsheets
    , all linked references from that page will change to the
    Reviewed
     status. A tickmark will appear beside the cells if the leadsheet is already calculated. Otherwise, the cell will appear with a green tickmark when calculating the leadsheet.
Classic leadsheets
:
Simplified leadsheets
:

This article applies to:

  • Product: SurePrep
  • Sub Product: SPbinder
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