My Binders User Guide

Overview

My Binders is your personal content organization system within Casenoter. Think of binders as digital folders that help you organize and manage your legal content in a structured way.

Getting Started

Accessing My Binders

Navigate to My Binders by clicking the binders icon in the left sidebar. The My Binders screen displays all your available binders but does not show the content within them.

Creating a New Binder

1. Click the + button next to "My Binders" in the sidebar

2. Give your binder a meaningful name that reflects its contents

3. Your new binder will appear in the My Binders list

Understanding the My Binders Screen

The My Binders screen shows your list of binders with key information:

• Name - The binder's title

• Date - When the binder was created

• Updated - When the binder was last modified

Previewing Binder Contents

To see a quick preview of what's inside a binder without opening it:

1. Click the expand/collapse arrow (caret icon) next to the binder name

2. A list of content items within the binder will appear below

3. Click the arrow again to collapse the preview

Click on the content to open the content.

Opening a Binder

To open a binder and work with its contents:

1. Double-click on the binder name

2. The detailed binder view will open,

3. The Binder shows the three main sections for the content you can link to the Binder:

   • Extracts - screenshots of Case law extracts

   • Links - Web links and external references to websites

   • Documents - PDF files

Working Within the My Binders Screen

Sorting Your Binders

Sort your binders by clicking the column headers:

• Name - Alphabetical order (A-Z or Z-A)

• Date - When the binder was originally created

• Updated - Most recently modified binders

Click the column header once to sort ascending, click again to sort descending (indicated by the arrow direction).

Binder Updates

The "Updated" timestamp for a binder changes whenever you make modifications to the binder. Understanding when this timestamp updates helps you track your recent work and find binders you've been actively working on.

Actions That Update the Timestamp

The following actions will update a binder's "Updated" date:

Editing the Binder Name

• When you change the name of a binder, the Updated timestamp reflects the current date and time

Editing the Binder Description

• Modifying the description field in a binder updates the timestamp

Linking Content to the Binder

• Adding an Extract, Link, or Document to a binder updates the timestamp

Searching for Binders

Use the search bar at the top to quickly find specific binders:

• Search by binder name

• Type your search term in the "Search My Binders" field

• Results filter automatically as you type

Deleting a Binder

Important: Deleting a binder does NOT delete your content.

In Casenoter, content is linked to Binders rather than stored within them. This means:

• The same content can be linked to multiple Binders

• No need to create duplicate copies of content

• When you delete a Binder, you only remove the organizational structure

• All content that was linked to the deleted binder remains accessible on the Home screen

To permanently delete content:

You must open the specific content item and delete it from the Detailed Content screen. Deleting a binder will never remove your actual content.

Organizing Your Binders

Creating Binders for Your Needs

You can create a binder for whatever you want. Some suggestions are:

• Individual case files

• Research projects

• Client matters

• Practice area collections

Best Practices

Naming Conventions

• Use clear, descriptive names for binders

• Include case numbers, client names, or project identifiers where relevant

• Keep names concise but informative (e.g., "Smith v Jones 2025" rather than "Case 1")

Organizing Your Binders

• Create separate binders for each distinct matter or project

• Use consistent naming conventions across similar types of binders

• Regularly review and archive completed matters

Quick Preview vs. Full Access

• Use the expand/collapse arrow for a quick look at binder contents

• Double-click the binder name when you need to add, edit, or work with content

• Keep binder descriptions up to date so you can identify them easily