Binders

Binders are arbitrary collections of documents. You can use them to group documents together and to share particular sets of documents with other users. A given document can belong to multiple binders.

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Creating binders

To create a binder from the homepage, click the "+" sign icon by the Binders column header. Then, enter a binder name and check the optional box to share it upon creation, and then click Create. If you choose to share the binder, you will be given the option to edit the recipients and binder permissions if desired, and to share without notifying the recipient.

A card for your newly created binder will appear on your homepage and the homepage of any recipients if you shared the binder. It will not yet have any documents in it. You can click the three-dot menu on the card to rename your binder, share it, update its permissions, or delete it.

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You can also create a binder in the batch coding panel. From a search results table, select Batch and then Modify to open the batch coding panel. In the batch coding panel, scroll down to Binders and select Add a new binder. Then, enter a binder name, check the optional box to share it upon creation, edit the recipients and permissions, opt to notify recipients if desired, and click Create. A card for your newly created binder will appear on your homepage and the homepage of any recipients. When you click Apply in the batch coding panel, all selected documents will be added to the binder.

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You can also create a new binder in the review window coding panel. Type the binder name into the coding filter and select the checkbox under binders. Optionally check the option to share, edit the recipients, permissions and notifications if desired, and click Create.

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Adding documents to binders

To add documents to binders in the batch coding panel: From a search results table, select Batch and then Modify to open the batch coding panel. In the batch coding panel, scroll down to Binders. Then, select the binder you want to add documents to and click Apply. If you would like to add documents to a new binder, select "Add a new binder", enter a binder name, and click Apply. This will create the new binder and add your selected documents. You can add documents to multiple binders at once if desired.

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To add a document to a binder in the review window coding panel: From a full screen review window, select the Codes tab. In the Everything Else section of the Codes tab, click Binders and select the binder(s) to which you want to add the document.

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To add a document to a binder using the review window coding filter: From a full screen review window, select the Codes tab. Type an existing or new binder name into the input box at the top of the tab. If you have an existing binder that matches this search, you can select it from the list of filtered results. If you have typed a unique string of text, it will be listed in the binder section of the filtered results with the "[new]" tag appended to it. You can select it to simultaneously create the binder and add this document to it.

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.

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Removing documents from binders

To remove one document from a binder, open the document in the review window. In the Codes tab, click the binder name in the review window coding panel. The binder’s label will 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.

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To remove many documents from a binders, retrieve the documents in the binder by clicking the binder from the homepage, or by running a search for the documents in the binder. From the results table, select the documents you want to remove from the list (all documents are selected by default). Next, select Batch and then Modify to bring up the batch coding panel. Then, click twice on the appropriate binder label in the batch coding panel. 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. When you select Apply, the documents will be removed from that binder. You can remove documents from multiple binders at once if desired.

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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.

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Sharing binders, binder permissions, and project-wide default binder sharing option

You can share a binder when you create it or afterwards. You can share binders with individual users or with groups. When you share a binder, you can control what actions other users take on your binder through the permissions system:

  • The View permission permits only the specified recipients view the documents in the binder
  • The Edit permission permits both the recipients add and remove documents from the binder
  • The "Full access" permission lets the recipients share and/or delete the binder itself, in addition to viewing and editing

If your project has the default binder sharing option configured in Project Settings, you

will see the default recipient and permission auto-populated when you create a binder. You may edit the default options, unselect the option to notify recipients, or choose not to share a given binder.

When the project-wide binder sharing setting is toggled off, you can share a binder during creation by checking the “Share binder” checkbox. This expands the dialog and allows you to select a recipient and permission.

To share an existing binder from the homepage, click the three-dot menu in the upper right corner of the binder and then select Share. This generates a message notification for the recipient; when you select Share, you can choose the recipient, optionally edit the subject or add a body to the message, and edit permissions and notify the recipient.

You can also share a binder from the results table by selecting Share in the results table toolbar. However, when sharing binders this way, the recipients will only be granted View permissions. We recommend sharing binders directly from the homepage if you want to grant additional permissions.

To learn more about sharing, see the Sharing and Object Permissions article.

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Deleting binders

To delete a binder from the homepage, click the three-dot menu from the binder card. Then, select Delete.

Deleting a binder also removes all documents from that binder. However, the documents themselves are not deleted.

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Differences between binders and searches

Binders are a static collection of documents that you must affirmatively add or remove documents from. Searches have a static inclusion criteria, but the set of documents returned by a search will change as the documents change (as you refresh the search). For example, if you code 100 documents with the code "Responsive" and then add them to a binder, the binder will contain all 100 documents even if you later remove the "Responsive" code from a few of them. In contrast, a new or refreshed search for documents coded "Responsive" will return only the documents coded "Responsive".

Searches are only visible to you, their creator, by default. Binders are only shared upon creation if the option to share is selected. To collaborate with others, you need to share these objects and configure the desired permissions.

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Differences between binders and assignments

It's possible to use binders to allocate a defined set of documents to a reviewer: you can share the binder with the reviewer and ask them to review each document.

However, assignments offer an advantage over binders if you are interested in any 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
  • Designating specific criteria by which documents are considered reviewed
  • 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

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More information

You can learn more about binder use in-platform by clicking "Walk Me Through" in the bottom right of your screen. (If you have disabled the Walk Me Through panel, you can enable it by clicking the help icon in the navigation bar. In the help overlay, toggle Display Walkthrough Menu.)

With the Everlaw Walkthroughs panel open, 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.

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