WEBVTT

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Welcome to Vault Help.

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In this video,
we'll discuss how to Create a Binder

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and Add documents to that Binder.

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Binders allow you to organize and group
documents in a flexible structure.

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They are different from a typical folder
because a document can belong

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to multiple binders at the same time.

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Let's say a client asks
how their team can access

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grouped Raxxipen marketing information
in an organized

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and flexible structure. We’re asked
to include the following groups:

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Component items,
Print Templates, and TV commercials.

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In this demo, we're going to create
a binder with the binder type of Campaign

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Toolkit, to effectively organize
our Raxxipen marketing information.

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To create a binder: From the menu
bar on the Home

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tab, select Create > Document.

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Select Binder from the Create Document

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menu and click Continue.

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On the Create Binder page, select

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a binder type using the binder type
selector.

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In this demo, we'll select the Campaign
Toolkit binder type.

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In some cases,
you can select a Binder Template.

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This option is only available
if the selected binder

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type has an associated Binder Template.

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This can always be configured
by your Admin,

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and you can see more information
on how to create a binder template

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on Vault Help. Click Next.

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Complete the binder fields
associated with the binder type.

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An asterisk indicates required fields.

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We're going to select
Raxxipen as our product,

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and we are going to name our binder
Raxxipen Campaign Toolkit.

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Click Save.

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Binders can display in Compact View
or Outline view.

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Use the toolbar to switch
between these options.

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When switching, Vault remembers
which section you are viewing.

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Users with Edit Document access

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can see the Edit Binder button enabled

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when they're viewing the binder.
Click Edit Binder to enter edit mode.

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Now that we're in Edit
mode, we're going to want to Create our

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three subsections that are client asked us
to create for our binder.

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There are three (3) ways
to add a section to your binder.

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Using the Outline view,
from the binder header area,

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click the Add menu and select Section.

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In the dialog, enter the section name.

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We'll name this section Component Items.

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Click Save. From the Actions menu
on any section,

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select Sibling Section.

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In the dialog, enter the section name.

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We'll name this section Print Templates.

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Click Save. Vault creates the new section
as a Sibling of the section you're viewing.

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From the Actions menu
on any section, select Child Section.

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In this dialog, enter the section name.

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A Child Section is essentially a
subsection of a Sibling or Parent Section.

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We don't need that for this particular
binder request though.

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From the Outline view,

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you can move components
by dragging them to another location,

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including into a different section.
To put a component inside the section,

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when the section is not expanded,
simply drag the component

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over the section so that the section
is highlighted, and drop it in.

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An orange line will appear

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when you're moving components
to indicate the new location.

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There are several ways to remove documents
or delete sections in a Binder.

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From the Outline view, simply select
Delete from the Actions menu.

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Now there

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are two ways to add a section in Compact
view.

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Head to the layout selector
and switch to Compact View.

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From the binder header area,

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click the Add menu and select Section.

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In the dialog, enter the section name.

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From Compact view,

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you can reorder components
within their current section

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by dragging the items
to their new location.

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You can also move components
to a different section

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by selecting Move from the Actions menu
for the component,

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selecting the new location
within the dialog, and clicking Save.

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When moving a section, Vault also moves

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all subsections and linked documents
within that section.

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There are several ways to remove documents
or delete

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sections in the binder
using the Compact view.

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Similar to the Outline
view, select Delete from the Actions menu.

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To add

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documents that are already in Vault
to a binder,

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from the binder header area, click
the Add menu

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and select Existing Documents.

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The Add Documents window opens.

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This window can display all documents
for which you have View Document

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permission,
and may have some default filters.

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You can modify these filters,
add new filters, select

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a different standard view,
and even search using this window.

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From the palette,

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add documents

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by clicking in the items upper left corner
and dragging it into the binder view.

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An orange line
appears in the binder to indicate

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where Vault will add the document.
And of course, you can just click

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the plus (+) icon to also add the document.

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When you create new content
from within a binder, object

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type document fields are automatically
populated on the document.

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You have several options
for creating new documents.

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Use the Add menu
and select an option under Create.

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Also from Binder Edit mode,

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use the Actions menu on a specific section

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and select an option under Create.

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From Binder View or Edit mode,

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drag and drop one or more files

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from your computer
directly into the binder structure.

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Setting Version Binding Rules

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Any user with Edit access to a Binder
can also

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set the Version
Binding for the binder components.

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This allows users to continue updating
component documents while preserving

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a snapshot of the binder contents
at a specific point in time.

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Select Set Version Binding
from the Actions menu in the section row.

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In the Set Version Binding dialog, select
a binding option.

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Vault resets the binding for all documents
below the level selected.

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Let's briefly discuss Version
Binding options available to

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you in Vault. With the Always
show the Latest Version option,

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existing bindings are undone and documents
return to the unbound state.

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This option also shows documents

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according to the binder type’s
unbound display option.

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We'll select that for this demo.

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The Bind document

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to the Latest sSteady State Version
explicitly binds

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all documents in the binder,
to the current Steady State Version.

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The Bind to their Latest Version
option, allows the User to set the binding

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to the Latest Version for each document,
regardless of the state.

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You can also overwrite existing bindings
if a newer version is available.

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We're going to select that checkbox
for this demo and click Ok.

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Now we'll quickly cover some more
advanced features available for binders.

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In the Multi-Document Viewer,
you can view all documents in a binder

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or section simultaneously,
To view every document in the binder.,

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select All Documents
from the binder’s Actions menu.

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To view all documents in one specific
section, head to the section’s

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Actions menu and select In this section
only under the view subsection.

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Select In this section and subsections

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to view all documents
in the section and subsections.

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From the Actions menu, select Export
Binder.

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This allows you to save a .zip file
of your binder to your computer.

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Refer to the Exporting Binders video
tutorial on Vault

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Help for more information
on how to export binders.

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Thank you for watching this video.

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If you have any additional questions,
select Help in the application.