Prerequisites
Audience
Users seeking to organize binders, assignments, and searches for improved project management and collaboration.
Knowledge Level
Beginner
Lessons in this Workflow
- Create a binder
- Add documents to a binder
- Create a folder
- Add objects to a folder
Create a binder
Binders are a way to collect documents together as you see fit.
- To create a new binder, navigate to the Binders column and press the “+” icon.
- Decide who can access your binder using the “Share binder” option. Binders may be automatically shared based on project settings.
- Check out this resource to learn more about binders and different permission options:
Add documents to a binder
From the Review Window
- While working with an individual document, navigate to the Codes tab and select “Binders”.
- Click on a binder you’d like to add your document to. You can add the document to as many binders as you’d like.
From the Results Table
- Select the documents you want to add to the binder. Select “Batch” and “Modify”.
- Scroll down to Binders and select the binder(s) to add the documents to it. To create a new binder, select “Add a new binder” and “Apply”.
- Watch to learn how to batch add documents to a binder:
Create a folder
Folders help you organize your work by grouping related materials such as binders, searches, and assignments.
- From the homepage, click the “+” icon to create a new folder.
- You can nest a new folder under an existing one by selecting the checkbox and choosing the parent folder.
Add objects to a folder
Any binders, assignments, searches, or other objects can be added to a folder.
- To add an individual object such as a single binder, click the three-dot menu on the object card and select “Add to Folder”.
- Multiple cards can be added to a folder by pressing X on the keyboard or clicking the multi-select icon in the top right corner.
Manage and share folders
- To share a folder, click “Share” in the folder toolbar.
- In the Share folder dialog, choose the recipients and set their folder and object permissions.
- For more information on permissions and collaboration, watch this video:
