Tutorial #4 - Create a Binder for a topic of interest

You have probably already noticed the My Binders screen.

Binders are your domain. You can create a binder for any topic you wish. There are no restrictions. Binders are great for saving all your research materials into under one topic.

Let’s create a Binder. It is very simple.

Step 1.

On the left-hand side of the App, you will see the little binder symbol and the words “My Binders” with a plus sign next to it. If you don’t see the words “My Binders” click on the three-hamburger symbol at the top and this will add and remove the words down the left side of the page.

To create a Binder, just click on the plus sign, (the same as with a Matter) and the dialogue box will come up and you can add your Binder name and then press Done, and you have created your first Binder.

Step 2. 

You can then go to the My Binders screen, and you will see the Binder that you have created. Click on the Binder you have just created, and the Binder will open

Step 3

You will see that the Binder is empty because you have not inserted any Content into the Binder. Let’s insert some of the content which you have created into the Binder which you have created.

Press Insert Content and up will come a drop-down menu with all the different types of content – Case Extracts, WorkDocs, Saved Searches, Case Links and WorkPads.

You can select the type of content that you would like to insert – say WorkPads.

The list of all the WorkPads you have created will come up.

To make it easier – you can filter the list by New Content.

Then click on the content you would like to insert into your Binder.

And the content is now linked to your Binder.

Remember, Casenoter does not copy or move the content itself, it merely links it to the Binder. This means that you can then link or insert the same content into multiple Binders, and multiple Matters, all at the same time.