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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   A blue text in a rectangle Description automatically generated  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   A blue text in a rectangle Description automatically generated . 

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

Option 1:   Click the Archive icon in the document row.

Option 2: 

  1. Click the pencil icon in the document row.
  2. Check the Archive Document checkbox. The document will move to the Archive panel.
  3. To unarchive a document, go back in and uncheck the Archive Document checkbox

Deleting a Document:

  • Click on the trash icon to delete the document from the Archive panel.