Legatics

Learn what binders are, and how they work in Legatics

Binders explained

Discover how to navigate binders efficiently to get what you need

Navigating a binder

Compile documents and share them with participants

Binders

Setup a new binder to compile and share documents

Creating a binder

Learn how to effectively manage sections and documents in binders, including adding, reordering, and deleting them

Working with sections and documents

Combine files from multiple lists into one binder

Importing list files into a binder

Understand how to apply permissions in binders

Applying permissions in a binder

Create your binder and set it up for generation and export

Setting up a binder

Learn how to customise your binder index, including styles available, Word templates, and formatting options

Customizing your binder index

Double-check your layout, style, and formatting settings before generating the binder

Previewing a binder index

Learn how to customise the binder file that gets generated

Controlling the binder file

Manage your binder's index and format settings

Configuring a binder

Generate a binder file based on your settings, ready for you or others to export and share

Generating a binder

Export a generated binder file to your computer, iManage, or NetDocuments

Exporting a binder

Generate a binder file that can be shared and exported

Generating and exporting a binder

Learn how to rename a binder to keep your matter organized and up-to-date

Renaming a binder

Learn how to efficiently create new binders in Legatics by reusing existing ones from your matter

Duplicating a binder

Learn how to permanently remove a binder from your matter, including important considerations before deletion

Deleting a binder

Learn how to take other core binder actions

Other binder actions

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