To create a new binder, click on the Add Binder button and enter the binder name in the Add Binder dialog. After the binder is created you will see it in the binders dashboard. Click the details icon to open your new binder.

Add Binder Tabs

Before you can add a document to your binder you will need to create a new tab for the document to be placed inside of.

Click the Add Tab button in the left sidebar, then enter a tab name in the dialog that pops up and click save. You can now see the newly created tab under the Add Tab button.

Rename/Delete a Binder Tab

You can rename or delete tabs by clicking on the edit or delete icons that appear when you hover over the tab.

Add a Document to a Binder

Click the Add Document link in the Documents panel. In the Add Document dialog you can drag or select a file to upload. You can also set the document name, description, and add a date to your document. Dates can be tracked and will have an indicator next to them if a tracked date is nearing.

Archive a Document

To archive a document in a binder, click the edit icon in the document row and check the Archive Document checkbox. The document will then be moved to the Archive panel. Documents can also be added to the Archive panel by clicking the Add Document link at the top of the panel.

Action Needed

Items in a binder that have tracked dates that are either upcoming or are past due will show up in the binders dashboard. Clicking on the binder row will expand to show you what items need attention.