Create and use binders

Binders allow you to combine files and attachments in one location, so you can export the content as a single PDF. This process preserves document and attachment markup upon export, which is especially useful during the digital tie-out process. In this article, you will learn how to create a binder, add and manage files, and export the content. 

 

Create a binder 

To create a new binder: 

1. From Home, select Create.
2. Choose Binder. The new binder opens automatically. 
   
   
3. To update the default binder name, select Rename.
   
   
4. Enter a personalized name and select Rename.
   

Add files  

You can add files from your current workspace to the binder, or you can choose to upload files from your computer. 

Add files from your workspace

To add files from your workspace to the binder: 

1. Click the green Add File button. You can also select Add File under the Edit tab to choose From this workspace.
   
2. Select the check boxes to the left of the files you want to add.
   
   

   Note: You must have Viewer, Editor, or Owner permissions to a file in order to add it to a binder.

3. Click Open.
4. To add additional files, click the green Add File button or select the Add File option located under the Edit tab.
   
   

Add files from your computer

To add files from your computer to the binder: 

1. Click the green Add File button. You can also select Add File under the Edit tab to choose From your computer.
   
2. Choose a file from your computer and select Open.
   
3. To add additional files, click the green Add File button or select the Add File option located under the Edit tab.
   
   

Manage files and attachments

After files are added to the binder, you will have the ability to update the file's display name, include document markup and attachments for workspace files, and reorder the files. 

 

Update display name

After the files are added, you can update the document’s Display name within the Properties panel.

Note: Updating the Display name of a file changes how the name appears within the binder, but it doesn't affect the filename within the overall application.

 

Include document markup

For documents added from your workspace, you can select Include document markup in the Properties panel. Any document markup that was added to the document will be included in the binder export. 

 

Include file attachments

For files added from your workspace, you can use the Properties panel to select additional options for your document, presentation, or spreadsheet attachments: Include attachment labels, Include attachments, and Include attachment markup.

Attachment option	Description
Include attachments labels	All customized labels used for attached files will be included in the binder.
Include attachments	External files that were added to your Workiva files as an attachment will be included in the binder.
Include attachment markup	This attachment option will appear when 'Include attachments' is selected. Any markup added to the attachment within the Markup Viewer will be included in the binder.

 

Reorder files

To reorder your files: 

1. Click on a file within the binder.
2. Navigate to the Edit tab.
3. Select Move Up or Move Down to change the order of your documents.
   
   

   You can also click on a file and drag it to reorder the files.

 

Remove files

To remove files from your binder: 

1. Click the grey 'x' next to the listed file.
   
2. Select Remove to indicate you want to remove this file.
   

Binder properties

To update the binder export properties: 

1. Select Properties under the Edit tab.
   
2. Customize the properties to fit your needs. You have the option to update the Name, General Options, Spreadsheet Options, Size, Orientation, and Scale of the binder.
   
   
3. Click Save Changes to have these options applied to future binder exports.

    

Export a binder

There are two ways to export your binder: 

• Save as PDF
• Print

When you select Save as PDF, the binder will download as a PDF file to your computer. If you choose Print, a preview of the binder will open in a new tab within your current browser; this will allow you to print, download, or preview the binder.

For both export options, you can choose to save the entire binder or the file that is currently selected. 

 

Delete a binder

You can delete a binder by right-clicking on it from Home or using the drop-down menu to select Delete.