Binders

A binder is a folder that contains a specific collection of shared documents. Users can access the shared documents in the binder, without having access to the original folder.

Add documents to a binder

You can add one or more documents to a binder:
  1. Click Files in the toolbar.
  2. Select the binder you want to add the document(s) to.
  3. Click Add to binder.

    The Add items window appears.

  4. Select the document(s) you want to add to the binder.
  5. Click Add documents.

A pop up window informs you that the items are added to the binder.

If applicable, click Send notification in the pop up window to inform users by email.

Remove a document from a binder

You can remove one or more documents from a binder:
  1. Click Files in the toolbar.
  2. Select the binder you want to remove the document(s) from.
  3. Select the document(s) you want to remove from the binder.
  4. Click Remove from binder.

A pop up window informs you that the items are removed from the binder.

Different ways to use a binder

Group different types of objects
You can use a binder to group different kinds of objects that are spread all over the project, for example, to prepare a meeting.
Give a group of users access rights to a few objects
You can use a binder to give a group of users access to a few documents. If you give these users (via a roll) access to the binder, they do not need to have access to the original object in the containing folder itself.
Access to documents with a certain status
Administrators can edit the binder settings and define that only certain document statuses are shown in the binder.