How to edit binder behaviour options

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.   

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.    

Please refer to the Glossary for definitions of key terms used in this article.  

How to edit binder behaviour options 

Accessing the firm details Admin Centre 

Navigate to the Active Platform home page.    

Click on your name icon and press Admin Centre.


Click on Workpapers Admin under the Workpapers banner.

Click on Firm Details.

The Active Platform ships with the below screen.

Editing behaviour options 

To edit the binder behaviour options, scroll to the 'Options' sections of the page. Here you can tick or untick any of the options to specifically suit your firm. 

Once you have made your selection, click Save and Close.     

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