Work with binders

Binders are collections of documents similar to folders. Use binders to perform the following tasks:

Group related documents under a single label.

Search and locate documents and then store them as a set.

Add and delete documents from a collection.

Display binders for easy review and coding.

Override content access for levels.

Set mobile binders that users can download to their Apple iPad. For information about creating mobile binders, see Work with mobile binders.

Depending on your permissions, you can create or edit the types of binders that are shown in the following table. You can administer binders only if they are appropriate to your user category, group access, or content access.

Binder type	Administrators	Group leaders
Shared binders	View, create, rename and delete binders. Convert a shared binder to a private binder. Set the security override option.	View, create, rename, or delete any shared binder. Unable to convert a shared binder to a private binder.
Private binders	Create, rename, reassign, or convert private binders to shared binders. Unable to view the contents of private binders of group members. View the contents of a private binder only if they own it.	Unable to view the contents of private binders of group members. View the contents of a private binder only if they own it.
Security override binder	View, create, rename, delete, or convert security override binders appropriate to their content access. Determine if a shared binder is a security override binder.	Unable to work with security override binders.
Mobile binders	View, create, rename, delete, or convert mobile binders. Set the mobile binder as private, shared, or security override.	Unable to work with mobile binders.

Add a new shared or private binder

You can add a binder and set security for the binder on the Case Setup > Binders page.

Add a new shared binder

To add a new binder:

On the Case Home page, under Case Setup, click Binders.

On the toolbar, click Add.

In the Add binder window, on the Properties page, do the following:

In the Name box, provide a name.

Optionally, in the Description box, provide a description.

Under Type, leave the Shared binder type option selected.

Note: For information about how to add a private binder, see Add a new private binder.

Optionally, under Use as, select one or both of the following options:

Security override: Security overrides enable users to override existing permission settings for binders. When you select this check box, a key icon appears on the left of the binder Name on the Case Setup >  Binders page.

Mobile: For information about creating mobile binders, see Work with mobile binders.

Click Next.

The Security page appears.

On the Security page, to change the security for a user group, select one or more of the options described in the following table.

Permission	Description
Deny	Denies the group access to the binder.
Allow	Allows read access to the binder.
Add	Allows the group to add documents to the binder.
Delete	Allows the group to delete documents from the binder.

Click Save.

The new binder appears on the Case Setup > Binders page.

Note: If you need to edit an existing binder or a newly created binder, you must do that on the Case Setup > Binders > Properties page for a binder.

Add a new private binder 

To add a new private binder:

On the Case Home page, under Case Setup, click Binders.

On the toolbar, click Add.

In the Add binder window, on the Properties page, do the following:

In the Name box, provide a name.

Optionally, in the Description box, provide a description.

Under Type, select Private.

The Owner list appears.

In the Owner list, select an owner.

The owner can be you or someone else. The contents of the binder are available only to its owner. The owner can view, edit, delete, or convert a private binder back into a shared binder.

Click Save.

Note: If you need to edit an existing binder or a newly created binder, you must do that on the Case Setup > Binders > Properties page for a binder. For more information, see Edit binder properties.

Set security for multiple binders

For information about how to set security for multiple binders at the same time, see Work with security for objects.

For binder security, administrators:

Have access to all binders and all groups.

Can administer all shared binders and have security override options.

Can assign access to a binder's administration to group leaders.

Can set binder security.

Can set mobile binders that users can download to their iPad device.

For binder security, group leaders:

Can set binder security if they have administrative access to binders. See Grant group leaders administrative access to binders.

Can administer only those binders that are readable for their groups and that are not security override binders.

Are unable to change security override binders.

Are unable to change mobile binders.

Grant group leaders administrative access to binders

To allow group leaders to manage the properties or security for binders, administrators must grant administrative access to binders. For information about how to grant group leaders administrative access to binders, see Administrative access.

View documents coded to a binder

To view the documents that are coded to a binder:

On the Case Home page, under Case Setup, click Binders.

On the Binders page, the number of documents that are coded to the binder appears in the Documents column.

Note: The document counts do not respect document security, so if your group does not have access to all documents, you may see fewer documents on the Documents page than indicated by the number in the column.

Click a number in the Documents column.

Note: If your group does not have permissions to access the binder, the number is not a link.

The documents open on the Documents page.

Edit binder properties

To edit binder properties:

On the Case Home page, under Case Setup, click Binders.

Click the name of a binder.

On the Properties page for the binder, edit the Name, Description or Type. 

Click Save.

Delete a binder

To delete a binder:

On the Case Home page, under Case Setup, click Binders.

Select the check box next to the binder.

Click Delete.

If the binder contains documents, you can click View document count in the Delete binders dialog box to view the number of documents that are coded to the binder. Large numbers of documents can delay the response.

Click OK.