You can change the order of files, group files together, add sections, and change the order of sections in Binder Edit View.


To access Binder Edit View:


1) From the Dashboard, click on the binder you want to work in.


Or click on the binder from inside Case View. 


2) Click on the three-dot menu at the top right of the Binder View. 


3) Click "Edit."



To change the order of files within a binder:


1) Click and hold the three lines to the far right of the file name.


2) Drag the file to where you want it in the section.



To group files within a section:

 

1) Click the tab button to create parent/child relationships between files.


2) Moving parent files also moves the child file. 


3) Click the reverse tab button to break the parent/child relationship.



To copy files to another binder or section:


1) Check the box next to the files you want to copy and click on the copy files icon.


2) Choose the case, binder, and section that you want the files copied to, and then click "Add." 


Note: Copying a parent file does not automatically copy the child. You must specifically select the child file. 



To add sections to a binder:


1) Click "+Section."


2) Name the section and then click "Add."



To change the order of a section in a binder:


1) Click and hold the three lines next to the section name.


2) Drag the section to where you want it in the binder.