Creating Binders, Tabs and Sections

Create custom binders, tabs and sections when a case's document organization requirements diverge from standard Case and binder templates.

INDEX

• About case binders
• Create a new case binder
• Create a new tab
• Create a new section

About case binders

The binder is a key unit of document organization in Primafact, allowing documents to be flexibly positioned relative to one another in the order desired for standardized review and export assembly.

Binders are a team resource, meaning that the positioning of documents, tabs and sections is the same for every user viewing documents in the Binder View.  If a user moves a document, the document will be located in that position for every user the next time they open a binder. (Individual users can customize their binder views to select how their tabs, sections and documents are numbered, and which icons are displayed alongside the document names.)

Documents are organized within tabs, sections and subsections:

Each binder requires at least one Tab.  

Create a new case binder

1. Right-click on the Case's top-level black Binder*
   
2. Select New > Binder**
3. Rename your binder.  Your binder will be positioned in alphabetical order within its parent folder.
4. Add at least one Tab to complete your Binder.

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NOTES:

  * You can also place binders within case sub-folders.

** You can create a Bundle Binder if you prefer.

Create a new Tab

A tab is a grouping of documents within the binder.  A tab can be subdivided into sections and subsections if desired.

1. Each binder needs at least one tab.
2. To create a tab, right-click anywhere in the main panel in the binder view and select New > Tab.
   
3. Rename your new tab.

Positioning a section

1. Drag your section to the desired position, above or below other sections in the tab.
2. Dragging a section between tabs will convert the dragged section into a tab.

Create a new Section

A a section is a grouping of documents within a tab.  Sections be further divided into additional subsections.

1. To create a section, right-click on the associated tab or section and select New > Section.

1. 1. Drag your Tab to the desired position, above or below other tabs in the binder.
   2. Dragging a tab into another tab will convert the dragged tab into a section within the other tab.