This module is designed to store and manage documents within a facility. Once binders are set up, RFX uses date tracking to create a notification when documents need attention.
Creating a New Binder:
- Add a Binder:
- Click the Add Binder button
on the right. - Enter a name for the binder (this can be edited later).
- The new binder will appear on the list for management.
- Click the Add Binder button
Helpful Hint: When setting up your binders and tabs, remember—they’re coded to appear in alphabetical order. If you want a different order, try one of these options:
- Start with A, B, C… and once you hit Z, go with AA, BB, CC, and so on.
- Or go numerical! Use 01, 02, 03, etc., to make sure 10 comes after 09.
Editing a Binder Name:
- Click on the Actions dropdown next to the binder’s name.
- Select Edit.
- Enter the new name for the binder.
- Cancel the action or click Save to apply changes.
Deleting a Binder:
- Click on the Actions dropdown next to the binder’s name.
- Select Delete.
- Confirm the deletion in the Confirm Delete dialog box.
Must Know! Deleting a binder is permanent and its contents may not be recoverable.
