Question:

How to add sections to binders in Vault PromoMats and Medical?

Answer:

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.
  

Related Documentation:

Vault Help Documentation: Editing Binders