You can learn about binder use in-platform by clicking "Walk Me Through" in the bottom right of your screen. You can then choose between several binder-related walkthroughs, including "Create a Binder," "Add Documents to a Binder," "Share a Binder," or "Delete a Binder." All are located under the Binders section.
Table of Contents
- What are binders?
- How can I add documents to binders?
- How can I remove documents from binders?
- How can I share and delete binders?
- What are the differences between a binder and a search?
- When should I use assignments instead of binders to allocate documents for review?
What are binders?
Binders are an arbitrary collection of documents. A document can exist in multiple binders. They are akin to folders in other platforms. You can create a binder from the homepage by clicking on the "+" sign icon by the Binders column header.
How can I add documents to binders?
How can I remove documents from binders?
Note: If you have access to a binder, but cannot add or remove documents from it, you do not have the proper permissions to do so. Contact the binder creator to ask for the proper permission.
To remove individual documents from binders, select the “x” on the right side of the binder name in the review window coding panel. The binder’s label should become gray instead of white to indicate that the document is no longer part of the binder. When you navigate away from the document or close the review window, your change will be saved and the document will be removed from that binder.
To batch remove documents from binders, retrieve the documents in the binder by opening the binder, or by running a search for the documents in the binder. Select the documents you want to remove from the list (all documents are selected by default). Then, click twice on the appropriate binder label in the batch coding panel (accessed by clicking the “batch” icon in the toolbar, or space on your keyboard). The binder label will have a red dotted outline and will also be added next to “Remove:” at the top left of the batch coding panel. After you hit “Apply,” the documents will be removed from that binder.
How can I share or delete binders?
There are two ways to share a binder. The first is directly from the homepage. By clicking the three-dot menu icon, then selecting "share," you can share that binder with other users in your project. You can also delete binders from the three-dot menu icon. See screenshot below.
You can also share the binder directly from the results table. Click the binder card on the homepage. Then, select "Share" in the results table toolbar. Sharing a binder from the results table is the same as running a search for the binder and then sharing that search. However, when sharing binders this way, the recipients will only be given view permissions. Therefore, we recommend sharing binders directly from the homepage for a greater variety of permissions.
What are the differences between a binder and a search?
Binders are a static collection of documents that you must affirmatively add or remove documents from. In addition, unlike with searches, you can control what actions people take on your binder through the permissions system.
- The view permission only lets the specified recipients view the documents in the binder
- The edit permission lets the recipients add and remove documents from the binder
- The share and delete permission lets the recipients share and/or delete the binder itself, in addition to viewing and editing
When should I use assignments instead of binders to allocate documents for review?
Binders are good if you intend to allocate a defined set of documents to a reviewer. Assignments offer an advantage over binders if you are interested in any one of the following:
- Tracking progress across individual assignment batches and entire assignment groups
- Automating assignment workflows and creating linked assignments
- Assigning out a set of documents to multiple reviewers
- Changing the criteria by which documents are considered reviewed in order to set review rules
- Allowing reviewers to self-assign documents from a pool of unassigned documents