Adding Documents to a Binder
Reminder: Before a document can be added to the binder, a tab must be created (See Managing Binder Tabs for more info).
Step 1: Open the Binder
Method 1: Expand the Binder
- Click the down caret icon
next to the binder’s name in the binder list.
- Click Add a Document to this binder (this will be available if there are no documents in the binder).
Method 2: Click the View Button
- Click the view button
next to the binder’s name.
Step 2: Choose a Tab
- Click the Tab where you want to add the document.
Step 3: Add the Document
- Click the Add Document button
.
Within the Add Document area:
- A document can be dragged in or uploaded.
- The document name and description can be added.
- Any dates associated with the document can be set and tracked.
- The document can be archived.
Helpful Hint: When a document is Tracked, the facility can determine when to be notified of the upcoming date and an indicator will appear during that time and when the date has passed.
Archiving a Document
- Edit the Document:
- Click the pencil icon
in the document row.
- Click the pencil icon
- Archive the Document:
- Check the Archive Document checkbox. The document will move to the Archive panel.