# Binder Administration

This article describes the administrative and configuration options associated with binders.

## Binder Export

The binder export feature allows users to [export all documents within a binder](/en/lr/29681/).

### How to Enable Binder Export {#enable-binder-export}

To enable this feature:

  1. From **Admin > Settings > General Settings**, click **Edit**.
  2. Select the **Enable binder export** checkbox under **Binder Options**.
  3. If users should be able to set the folder (section) and file (document) names within the binder export, select the **Apply user-defined values** checkbox. See [below][2].
  4. Optional: Adjust the settings for **Maximum characters for exported file name (including extension)**, **Maximum characters for exported folder name**, and **Maximum characters for exported document path**. Vault will automatically truncate any characters beyond these limits on export.
  5. Click **Save**.

### Exporting Renditions with Overlays & Signature Pages

Your Vault's settings control whether viewable renditions in the binder export include their overlays and signature pages. If this setting is not enabled on your Vault, contact Veeva Support to request it. In eTMF, Study Startup, QualityDocs, and RIM Vaults, this is automatically enabled.

## Allowing User-Defined Values in Binder Export {#userDefinedValues}

If you allow users to define folder and file names by enabling the **Apply user-defined value as folder and file names in export** option, users can enter **Export Folder Name** and **Export File Name** values for documents and binders. To edit a folder name, users with the **Edit Document** permission for the binder can access this field from the **New Section**/**Edit Section** dialog. To edit file names, you must first associate the shared document field **Export File Name** with individual document types/subtypes/classifications or with Base Document. Once the document field is configured, users with the **Edit Fields** permission for a document can access the **Export File Name** field from the Doc Info page.

## How to Hide Binder Section Numbers

If your organization does not use numbers to identify sections within a binder, you can hide them by clearing the **Use binder section numbers** checkbox in **Admin > Settings > General Settings**, under **Binder Options**.

When binder section numbers are hidden:

  * The **Number** field does not appear when creating a new section in a binder or binder template.
  * The **Number** value does not appear before the **Name** value in **Outline View** or **Compact View** for a binder or binder template.

## About Binders and Document Type Security {#permissions}

Admins can restrict who can create binders by editing the settings for a document type. Users with this access for at least one document type will see the **Binder** option on the **New** menu. When selecting a document type for the new binder, users will only see the types for which they have the permission.

## How to Set Permissions for Creating Binders

To change the users with this permission:

  1. From [**Admin > Configuration > Document Types**](/en/lr/618/), select a document type and choose **Edit Details** from the Actions menu.
  2. Click on the **Security** tab.
  3. In the **Create Binder Permission** field, enter users or groups who have this permission for the selected document type. All children of the selected document type, subtype, or classification inherit these settings.

## How to Enable Binder Thumbnails {#binder_thumbnails}

[Enabling binder thumbnails](/en/lr/4390/#binderthumbview) provides users with a quick, visual way to identify binders in the Library by using a document from within the binder as the binder thumbnail instead of the standard Vault binder icon.

To enable binder thumbnails:

  1. From [**Admin > Configuration > Document Types**](/en/lr/618/), select a document type and choose **Edit Details** from the **Actions** menu.
  2. Click on the **General** tab.
  3. Under **Binder Options**, select **Display Binder Thumbnails**.

## Binder Display Options for Unbound Documents {#binder_display_options}

Documents in binders are initially unbound and display the _Latest Version_ available by default. The **Binder Display Options for Unbound Documents** setting allows you to configure how unbound documents display when viewing and exporting documents from binders.

To configure these settings:
  1. Navigate to **Admin > Settings > General Settings** and enable **Binder Unbound Document Display Options** under _Binder Options_.
  2. Navigate to **Admin > Configuration > Document Types** and click **Edit Details** on a document type.
  3. Select an option under **Binder Display Options: Unbound Documents**.

<div class="note-border alert-info">
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    <div class="alert-text">
      <p><strong>Note</strong>: Selecting a binder display option other than <em>Latest Version</em> will hide the search bar in the binder’s outline view. Additionally, when running reports on binders, unbound documents will always display the <em>Latest Version</em>.</p>
    </div>
  </div>
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## About Binder Templates

[Binder templates](/en/lr/7625/) provide a predefined structure of sections. When you create a binder from a template, Vault copies the template structure to create the new binder. Users can continue to modify the new binder without affecting the template.


 [2]: #userDefinedValues