Question:

How to Create Binders in PromoMats?

Answer:

Binders allow users to organize and group documents in a flexible structure. Binders are comprised of sections, which can nest to build a hierarchical structure, and links to documents in Vault.

To create a binder, a user must have the Create Binder Permission. This permission is granted by document type, so a user will see the option to create a binder if he or she has the permission for at least one document type. 

1. From the menu bar, select Create --> Document. 
   
    
   
   
2. Select Binder from the Create Document menu and click Continue.
   
   
   
   
3. On the Create Binder page, select a document type using the document type selector. 
4. Optional: Select a binder template. This option is only available if the selected document type has associated binder templates.
   
   
   
   
5. Click Next.
6. Complete binder fields associated with the document type. An asterisk * indicates required fields.
7. Click Save to create the binder and return to the My Documents view.

Related Documentation:

Vault Help Documentation:   Vault Help

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