Using Custom Tabs
This guide will instruct you on how to create and manage custom tabs.
Creating Custom Tabs
You can create custom tabs to display a subset of your documents in the Document Viewer.
To create a custom tab, select a document or documents in the Navigation list. You can select more than one document by holding control or shift on your keyboard as you click. Then right-click the selection and choose the option to “Open in New Tab.”
You can also open a new tab by right-clicking directly on a document in the Document Viewer and selecting “Open in New Tab.”
Once you have created a custom tab, you will also see the option to add documents to that tab. Mouse over “Add to Tab >” and select the tab to which you would like to add documents.
Navigating With Tabs
Your tabs will display above the Document Viewer in the Tabs List. Pinned to the left of the Tabs List is the “All Documents” tab, which will display all documents in your binder when clicked.
Clicking on any other tab will populate the Document Viewer with only those documents contained within that tab. Documents not contained within a tab will be greyed-out in the Navigation List when the tab is selected.
You can also click the down arrow pinned to the right side of the Tabs List to view all of your tabs in a drop-down list.
Managing Tabs
Right clicking on a custom tab provides you the option to rename, close, or print/export the documents contained within it.
You can also drag and drop your tabs to reorder them.
You can select, reorder, rename, delete, and print/export tabs from the tabs drop-down list as well.
When you save your binder, your tabs will also be saved, allowing you to keep the same tabs across sessions.
