With a document binder you bundle several files into one package – ideal for providing a client with several documents at once.
Open the document binders via the heart icon in the top right.
Assemble the binder
Collect the files you want in a document binder and order them. Use Merge PDFs to combine the contents into a single PDF.
Download & send
Use Download Document Binder to get the package as a merged PDF or ZIP. With Send document binder you send it to recipients – who automatically receive customer-portal access to the respective projects.
Own & received binders
Your binders are under Own document binders, those sent to you under Received document binders.
Adding files from the file picker
You no longer have to build a binder file by file: select several documents in the files view and choose Add to document binder. The dialog shows how many files you picked and takes them over in one go. Files already in the binder are reported rather than inserted twice.
The file picker also offers a Cases tab – so you reach a case's documents directly, without going through the folder structure.
Position and preview
While inserting, you decide the position within the binder: clicking one of the arrows between the entries sets where the new files land. Pick a file on the left to check it in the preview on the right – that is how you settle the order before sending the binder out.