Overview: With a few simple steps, you can export completed binders and all associated supporting documentation into a PDF file.
Please refer to the Glossary for definitions of key terms used in this article.
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Completing a binder
Once the preparer has completed the rework and the binder is ready to be finalised and exported, change the status of the binder to 'Completed'.
This will change the binder to read-only mode.
Note: If your firm has set up a rule in the Admin Centre, the status may automatically update for you. For more information, see the support article: How to edit binder behaviour preferences (this can only be changed by admin users within your firm).
Exporting a binder
In the Workpaper binder index, click on Settings & Tools, and a drop-down menu will appear.
Select Export Binder.
A default pop-up screen will appear, as below.
Specify the parameters to suit the information you would like to export. By default, this feature will select items to export all worksheets and documents in the Workpaper into a single PDF.
If you wish to change the information being exported, select or deselect the options under 'The following are to be included in the PDF file' accordingly.
You are also able to export the binder into Excel by selecting the checkbox for 'Binder workbook in Excel format'.
If you wish to also export the supporting documents as individual files (in addition to being included in the general PDF), select the checkbox for 'Supporting documents as individual files'.
Note: Even if you have not selected the checkbox to export 'Supporting documents as individual files', there are specific scenarios where the documents are automatically rearranged.
If all the documents within the single binder PDF are larger than 25mb total, supporting documents are removed from the PDF (starting at the largest documents), until which point the entire document is under 25mb total. These extracted supporting documents are then added to an appendix, which is a separate document in the zip file
If any of the supporting documents are larger than 4 pages, these are put into an appendix within the single binder PDF file itself.
Click Export.
Note: You would only select the checkbox to Save export to FYI or Save export to HowNow X if your firm has integrated FYI Docs or HowNow X with Active and you wanted to export the binder directly to the system.
Once the export has processed, select Download.
