Binder document types

On the Binder Templates tab you can create, edit and delete binder templates. On the Binder Documents tab you can specify the supported document types you want for each template and their display order.

If you want users to upload any number of documents belonging to supported file types, ensure that there are no document types specified for that template. This is known as an 'Ad Hoc Binder Template'.

To view the document types on a binder template:

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.

3. Click Binder Documents tab.

4. Select the Binder Template you want to view.

   Document types for the selected binder template are listed. If no document types are shown the template is an 'Ad Hoc Binder Template' that allows users to add any number of supported documents to their binder.

Add a Binder Document

1. Select the Binder Template at the top of the page.

2. Click Add Binder Document.

3. For each document type you want to add:

   1. Select the Document Content Type you want to add.

      When users add this binder to an entity, the document content types are descriptive placeholders for the documents the user needs to add to the binder. If a supported document type is not listed, you can add it on the Document Content Code page.

   2. Click Add.

      The document content type is listed in the Binder Documents table.

4. To change the display order, click and buttons in the Re-Order column.

Edit Binder Documents

1. Select the Binder Template you want to edit at the top of the page.

2. For each document type you want to edit:

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

      The Edit Binder Document window opens.

   2. Select the Document Content Type you want.

      If a supported document type is not listed, you can add it on the Document Content Code page.

   3. Click Update.

3. To change the display order, click and buttons in the Re-Order column.

Delete a Binder Document

1. Select the Binder Template you want to delete content types from.

2. Click Delete in the Actions column.

3. Click Yes.

4. To change the display order of remaining documents, click and buttons in the Re-Order column.