What are Binders in PromoMats?
Binders are a way to group related documents in a Vault. When a Binder is created, a Document Type is selected. Documents that are classified as other Document Types can be added to the Binder.
Once the Binder is created, use the Edit Binder option to create sections within the Binder. In addition, it is possible to add documents to the Binder contents at that time.
There are two different types of Binders:
Static Binder - When changes are made to a document outside of a Binder, these changes do not reflect within the document stored in the binder. When a document is added to the Binder, the Steady Status of the document is set in the Binder.
Dynamic Binder - Any change to a document outside of a Binder reflect within the document contained in the Binder.
Vault Help Documentation:
Send us your feedback: We're always looking for feedback to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.