Home → Premium Customer Guide → Binder Management → Create, View and Edit Binders

3.1. Create, View and Edit Binders

NOTE: The following workflows assume that you are logged in to your Online-SDS account with Administrator privileges.

How to Create Binders in your account

As you begin the setup process for your account, you will use the following workflow to create binders in which SDS will be filed for your facility. You also should keep in mind the binder structure of your company or facility and create binders according to that organizational structure.

1. 1. From the Binder Management menu, select View Binders.
      
      
      
   2. On the next page, you will see this section at the top of the page where you can add a new binder to your account.
      
      
      
   3. Enter the name of the binder (location, department, product category, etc.).
      
   4. Choose the binder in which this new binder will be nested.
      
   5. Enter a Department ID (optional).
      
   6. Include a description of the binder’s contents (optional).
      
   7. Click the Add Binder button.

How to View Binders that are in your account

If you ever need to view a list of all the binders within your account, you can do so by following these instructions.

1. 1. From the Binder Management menu, select View Binders.
      
      
      
   2. On the next page you will see a complete list of binders that are active in your Online-SDS account.
      

How to Edit Binders that are in your account

If you ever need to edit any of the binders within your account, you can do so by following these instructions.

1. 1. From the Binder Management menu, select View Binders.
      
      
      
   2. Looking at the list of binders, click on the Edit button for the binder you want to edit.
      
      
      
   3. On the Edit Binder page, you can update information related to the binder.
      
      
      
   4. Once you have updated the information, click on the Submit Binder Edit button at the bottom of the page.