Effectively organizing your binder involves the strategic use of sections and documents.
This guide provides a comprehensive overview of how to manage sections and documents to keep your binders structured, clear, and ready for generation.
Where you manage sections and documents
To manage sections and documents, you'll be using the more menu located at the far right of each section or document. Clicking on the three dot icon opens the menu.
Tips:
You can also right-click on a section or document to open the menu
Clicking and holding anywhere on the section or document allows you to reorder them to a new position.
Sections
Sections act as folders that group sub-sections and documents. They help organize your data into a clear, hierarchical structure, making it easier to index your documents.
Note: You can have 3 levels of sections
Prerequisites: You have the edit permission on the binder
Adding sections
At the bottom of the binder
Simply click on Add section in the top navigation bar of the binder. This will create a new section at the bottom of the binder.
At the same level
Locate the section where you want to add a section above/below
Click the three-dot menu on the right of the section
Select Add section above or Add section below
The new section will appear either directly above the selected section or below its nested sub-sections.
At the next level down
Nesting sections inside sections can be helpful to build a deeper structure.
Locate the section you want to add a subsection to
Click the three-dot menu on the right of the section
Select Add subsection
The new section will be created inside the selected section, and beneath any existing sub-sections at that level. You can start typing to set the section name.
Note: You can't add a subsection into a level 3 section
Renaming sections
Locate the section you want to rename
Click anywhere in the section or click the pen icon at the far right of the section
Make your changes
Press outside the section or press enter on your keyboard to save your changes
Good to know: There are no character limits for sections
Collapsing/expanding sections
Locate the section you want to collapse or expand
Click on the arrow at far right of the section
Your section will expand/collapse.
Good to know: Sections are expanded by default when you open a binder. Your collapse/expand preferences aren’t saved, so everything will reset to expanded next time you open the binder.
Deleting sections
Locate the section you want to delete
Click the three-dot menu on the right of the section
Select Delete section from the menu
Confirm the deletion by checking all boxes, then pressing Delete section
Warning: This will permanently delete everything nested inside the section (including documents and subsections). This action is irreversible. Proceed with caution.
Documents
Documents represent the files in your binder. Documents are the building blocks of your binders.
Adding documents to sections
Prerequisites: You have the edit permission on the binder
Locate the section you want to add documents to
Click the three-dot menu on the right of the section
Select Add documents from the menu (if you have DMS integrations enabled, you'll be prompted to choose your upload source)
Select the documents you want to add to the section
The selected files will begin uploading to the binder and will be placed at the bottom of the section where the upload was initiated.
Heads-up: If you leave the page while files are still uploading, they won’t be saved. Don’t worry - we’ll warn you if that’s about to happen.
Renaming a document
Locate the document you want to rename
Click anywhere in the document row or click the pen icon at the far right of the document
Make your changes
Press outside the document or press enter on your keyboard to save your changes
Note: Document names can't exceed 250 characters
Downloading a document
Prerequisites: You have the edit or view permission on the binder
Locate the document you want to download
Click the three-dot menu on the right of the document
Select Download document from the menu
Your native file explorer will open, allowing you to choose the download location. Once selected, the download will begin in your browser.
Viewing a document
Prerequisites:
You have the edit or view permission on the binder
The file is saved in your DMS
When a document has been uploaded to the binder from a document management system (DMS), an icon will appear next to the file name. To view the document in your DMS, either click on that icon or:
Locate the document you want to view
Click the three-dot menu on the right of the document
Select Open in from the menu
Deleting a document
Prerequisites: You have the edit permission on the binder
Locate the document you want to view
Click the three-dot menu on the right of the document
Select Delete from the menu
Confirm the deletion in the pop-up that appears
Warning: This will permanently delete the file from the binder. This action is irreversible. Proceed with caution.
Moving sections and documents
Drag and drop
By using drag and drop, you can quickly and efficiently reorganize your binder, keeping everything in the right place with minimal effort. Here's how to use it:
Starting the interaction
Click and hold anywhere on the section or document (except for the “More actions” button or the “Rename” icon) to start dragging, or click and hold on the 6 dot menu at the far right
While dragging
Collapsed sections: If you're dragging a section that’s not fully expanded, it will automatically collapse, making it easier for you to see what you're dragging
Opacity: As you drag, the selected section or document will appear slightly transparent, indicating it’s being moved.
Truncated view: While moving, you’ll see a shortened version of what you're dragging, together with a count of all sections and documents you're dragging
Hovering over sections: The section where you want to drop your item will highlight in blue as you hover over it, making it clear where the item will go.
Hovering over collapsed sections: If you hover over a collapsed section, it will automatically expand after a brief moment, allowing you to drop the item in the right place.
Auto scroll: The page will automatically scroll down when you reach the bottom, so you can keep moving sections or documents without needing to scroll manually.
Note: Your mouse wheel won't scroll the screen while you're dragging and dropping
Valid drop targets
Sections: You can drop sections into other sections, provided that the 3 level limit isn't breached. If you try to drop a section too deeply nested, you'll see a red outline on the section, and on releasing the sections won't move and you'll get an error toaster.
Documents: Documents can be dropped into any section, but not onto other documents.