Your available closing binder documents
When you first click the Build Binders page, you'll see all the transaction documents listed under Available Documents. As you start moving documents from Available Documents to the index, you'll see them disappear from Available Documents. Available Documents is just the repository of documents you haven't yet added to the index.
If there are some documents you don't need in the index, but you don't want to delete them, you can just leave them under available documents and they won't be built into the binder.
Sort your available documents
You can sort your available documents alphabetically or reverse alphabetically.
- Click the Sort Documents button
- Choose the preferred option
Search your available documents
If you're looking for a specific document to add to your index, you can search for it by name!
- Click into the search bar just under Available Documents
- Start typing in the document name