SurePrep - Print Binder from Inside DMS ISSUE: Having issues printing binder from SurePrep Too many steps to print in SurePrep, find the file, import into DMS, etc. SOLUTION: Print binder while inside client site in DMS to have it automatically stored in the site Navigate to client site and specific year Select DMS Tools > Print > Print SurePrep Binders Highlight the specific information to generate Select Print SurePrep binder > Finish The process may take several minutes Once it is completed, 2 things will occur: The binder print jobs will appear in the DMS client site You will have a print job with all notes, comments, etc. - KSM Internal Copy_SPBinder Bookmarks PDF Year-ClntName-ClntNbr You will also have a clean copy with all source documents that could be sent back to the client - Client Copy_SPBinder Bookmarks PDF Year-ClntName-ClntNbr You will receive a Teams message, like the one below, indicating that the print jobs are completeKSM Automations via Workflows The SurePrep Binder Print request has completed for:Client Number:#####.000 Client Name:First LastAxcess Tax ID:2023I:#####.000 Print Type:DreamWorkpaper Link to DMS Site: https://ksmcpa.sharepoint.com/sites/#####/TAXIND