Add headers to your Overview page

You can organize your documents on the Overview page using headers and subheaders! Match your checklist order, or start on your binder organization before the documents are finalized.

You can nest up to three layers of headers on the Overview page.

Add a header:

  1. Hover your mouse on the documents section on the Overview page, either above or below an added document.
  2. Click the purple + droplet.
  3. Select 'header' and enter the header name.

Add a subheader:

  1. Hover your mouse below the current header and click the purple + droplet again.
  2. Select 'subheader' and enter the subheader name.

Move documents into the headers:

  1. You can either drag and drop documents into headers
  2. Or you can select the document card and click the list icon on the right side of the document card. Select the header you'd like to send the document to

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