How to add sections to binders in Vault PromoMats and Medical?
In a binder, users can add sections as a way to create and organize a hierarchy of binder content. The ability to edit binders requires Edit Document permission.
There are two ways to add a section in Outline/Compact View:
- Open editing mode, click Edit Binder in the binder header area.
- From the binder header area, click the Add dropdown menu and select New Section. A new top-level section row appears in the outline/compact. Enter the section name and click Save.
- From the All Actions menu on any section row, select Sibling Section. A new section row appears in the outline/compact. Enter the section name and click Save.
To add a section in List/Outline View:
- From the binder header area, click Add… and select New Section. In the dialogue, enter the (optional) section Number and section Name. Vault creates the new section as a child of the section being viewed.
Vault Help Documentation: Editing Binders