Binders are a powerful way to compile files and produce a clean, professional output. Once created, the binder becomes a central workspace where you can add sections, import files, preview how the index will look, and generate a final document for export.
Prerequisites: You're a Matter Admin of the matter
Create from scratch
Click the blue Create button in the top-right corner of your matter
Choose Binder from the dropdown menu
Give your binder a name (up to 100 characters)
Select the style for your index (you can change this later)
Click Continue.
Select a Word template created by your organization to control the design of the index (you can change this later)
Click Create binder
Your binder will be created. Once created, your binder will open in a new, empty screen where you can start adding content.
Good to know: Only matter admins can see the binder when it's created. To make it visible to others, change the binder permissions.
Create from list
If you've already got your documents in a list module, it's easy to turn that list into a binder. From your list, simply:
Click the more button in the top-right corner of your list
Choose Create binder from the dropdown menu
From here, the process is the same as set out above. Except, you can decide:
what file columns to include
if the section structure of your list is carried over into your binder
Good to know: When you create a binder from a list, there are some behaviors that apply
Next steps
Start building your binder by adding files and sections. You can do this manually or import files from an existing list.