Adding to or removing documents from a binder

Modified on Mon, 15 Sep at 9:56 AM

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From the conditional coding pane, select the binder option from the drop down 

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In the binder section it will show you which binders the document you are currently on is coded to.  A check mark indicates the binder it is in. 

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To add a document to a binder, select the document you wish to add in the list pane, and simply check the box beside the desired binder. 

To add/remove multiple documents, ensure you are in bulk coding mode in the conditional coding pane.

To remove documents from a binder, select the documents you wish to remove in the list pane, and simply remove the check mark beside the binder.   

 

You can see the full list of the binders that the documents are in in the lower right hand section of the Binder pane.  

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**As a disclaimer, there is no warning or popup regarding your action and therefore make sure you have only the documents you wish to edit checked.   

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