Binder Templates

With binders you can merge files into a single PDF for printing and sharing. Your System Administrator can create a binder template to guide you through the steps to create a document.

You can create templates for your binders on the Binder Templates tab and add the specific document content types for a template on the Binder Documents tab.

These file types are supported in binders:

• .bmp

• .doc

• .docx

• .dwf

• .dwg

• .dxf

• .gif

• .htm

• .html

• .jpeg

• .jpg

• .pdf

• .png

• .tif

• .tiff

• .txt

• .vsd

• .vsdx

If no document content types are specified on the Binder Documents tab, the template is an 'Ad Hoc template' that allows the user to add any number of the supported file types to their binder.

To view Binder Templates:

1. Click Admin in the toolbar in the upper-right corner of the window.

   The System Administrator Dashboard page opens.

2. Click Manage Binder Templates in the Company Administration column.

   The Manage Binder Templates page opens.

Add a Binder Template

1. Click Add Binder Template.

2. Enter the Template Name.

   We recommend you enter:

   • 'Ad Hoc Template' if your template is to allow any number of files belonging to supported file types.

   • A name that represents the type of document you expect to produce when combining source documents together.

3. Click Add.

   The binder template is listed in the Binder Templates table. If you are creating an 'Ad Hoc Template', the task is now complete and you do not need to follow any further steps.

4. If required, add binder document types to your template.

Edit a Binder Template

1. Click Edit in the Actions column of the record.

   The Edit Binder Template window opens.

2. Make your changes.

3. Click Update.

   The window closes.Your changes are saved.

Delete a Binder Template

1. Click Delete in the Actions column of the record.

   A dialog opens, asking you to confirm your choice.

2. Click Yes.

   The dialog box closes. The binder is deleted.