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Creating a binder

Setup a new binder to compile and share documents

Updated over 6 months ago

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


How to create a binder

  1. Click the blue Create button in the top-right corner of your matter

  2. Choose Binder from the dropdown menu

  3. Give your binder a name (up to 100 characters)

  4. Select the style for your index (you can change this later)

  5. Click Continue.

  6. Select a Word template created by your organization to control the design of the index (you can change this later)

  7. 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.


Next steps

Start building your binder by adding files and sections. You can do this manually or import files from an existing list.

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