Article Objective: To assist admin users in navigating the Admin Centre within Active Workpapers to edit the behaviour options for a binder. This ensures a tailored and standardised solution is developed for the specific firm.
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​Context: A binder is all the information relating to a specific job for a given period. Typically, a binder can include the Trial Balance (the Index) along with supporting records, worksheets and documents. Admin users are able to tailor binder behaviour options to suit their firm.
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Please refer to the Glossary for definitions of key terms used in this article.