SetBuilder Interface Overview and Navigation

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The Sets Tab

Any internal user with access to the workspace can select the Sets tab.

Note: The Sets tab is not accessible by external users.

When you access the Sets tab, you may be asked to authorize SetBuilder to connect to your NetDocuments account. Select Allow:
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The Sets tab will display a table that lists all the Sets in that workspace. The list will appear for every internal user that has access to the workspace. Initially, the Sets tab will be empty, because no Sets will have been created for that workspace.

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The table in the Sets tab contains sortable columns of information about every Set, ordered by default in descending chronological order by last modified date:

  • Name – A Set’s name is a link. Select the link to view a Set
  • Status – The status of a Set, either: In Progress (default), Final or Inactive
  • Binder icon (mceclip14.png) – Icon indicating whether any binders have been generated for a Set. Select the icon to display a dialog box that lists all Set’s binders (see Generate, Access and Manage Binders)
  • Created by – The user who created a Set
  • Last modified by – The user who last modified a Set
  • Last modified date – The date and time a Set was last modified

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Key Elements of a Set’s Index

A Set’s index is composed of three types of elements, which can be arranged in the index in hierarchical order:

  • Headers – Used to organize the index
  • Placeholders – Temporarily take the place of documents that are not yet available or ready
  • Documents - The documents in your Set

In addition, a unique numbering scheme can be applied to the levels of the index.

Here is an example of a Set index:

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This includes:

  1. A header
  2. A placeholder
  3. A document

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Headers

Headers are used to organize the documents in the index. They are analogous to a folder in a file system.  You can add as many headers as you need, as many levels deep as you like.

Note: The headers are virtual and only exist in the index. No subfolder is created in the Set folder that corresponds to a header.

Placeholders

Typically, most of the documents that will be included in the final Set are known at the time the Set is created, but not all the documents will be ready at that time. Therefore, you can add a placeholder to represent a known but not yet ready document that will be added in the future.

Note: The placeholders are virtual and only exist in the index. No document is added to the Set folder that corresponds to a placeholder.

Documents

The last type of element are the documents that will be included in the Set. All documents in a Set are stored in the Set folder. (If you add any documents directly to the Set folder but not by adding those documents through the Set index, those documents will not be included in the Set and will not appear in the index.)

Every Set document will inherit the profile of the Set folder at the time it is added to the Set, but you can change its profile later if you have at least edit rights to the document. To make changes, select the document’s name to open the document in a separate browser tab, and then edit its profile.

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Available Actions

When accessing a Set in edit mode, the Set interface looks as follows:

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To add new elements to the index, select the Add buttons:

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  • mceclip0.png - Add a header
  • mceclip1.png - Add a placeholder
  • mceclip2.png - Add a document or documents

Other Set actions available in edit mode:

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  1. Set-level actions:
  • Clone the Set
  • Delete the Set and all its contents
  • Open the Set Folder
  • Rename the Set
  1. Generate a new binder
  2. Change the Set’s status

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Undo/Redo

You can undo the last actions you have taken, but only in reverse order. For example, it is not possible to jump to and undo the 5th to last action but not the 4 actions before that. Similarly, you can redo an action that was previously undone.

Autonumbering

You can automatically number a Set's elements (and SetBuilder will support hierarchical numbering), format numbering schemes or turn off autonumbering for any individual element. The following elements of this Set are numbered automatically:

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To manage autonumbering for the entire Set (a default numbering scheme will be applied to every new Set created from scratch), select the # button, and the Numbering dialog box appears:

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Up to 5 levels of the index’s hierarchy can have autonumbering applied. For each level, the following options are available:

  • The prefix and postfix characters to be added if any. For example, surround numbers in parentheses.

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  • The numbering scheme to be used, with a choice of Roman capital numerals, Roman lowercase numerals, Arabic numerals, Arabic numerals with a leading zero, Latin capital letters, and Latin lowercase letters.

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  • Whether or not continuous numbering will apply. The first level applies continuous numbering always, so it does not have this setting.
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For example, if the second level of the hierarchy has capital letters and continuous numbering is NOT applied, the capital letters will restart with the next first level:

1.
  A)
  B)
2.
  A)
  B)

With continuous numbering applied, the capital letters will not restart with the next first level:

1.
  A)
  B)

2.
  C)
  D)

You can disable autonumbering for the entire Set by turning it off:

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To disable autonumbering for any individual element, hover over the element, select the ellipses button, and toggle off Numbering:

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In that case, the next element at the same level in the index will be given the next number to ensure there are no gaps in the numbering series. For example, if there are three documents under a header numbered:  a, bc, and the document numbered b has autonumbering disabled, the document previously numbered as c will automatically be renumbered as b.

Disabling autonumbering for a specific element is used most commonly for the Cover Page included in a binder, see Generating Binders for more information.

The numbering applied to each element is impacted by actions like adding and inserting new elements, moving elements, indenting elements, deleting elements, and turning off autonumbering for specific elements. Changes applied to the numbering affect not only newly-added or moved content, but the content around it. All numbering changes are applied automatically by SetBuilder.

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Multi-Select Actions

If the multi-select feature is used or at least one existing element in a Set has been selected, then additional actions that apply to each of the selected elements in the index appear above the index:

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The multi-element actions include:

  • Delete
  • Other actions (ellipses)
    • Turn autonumbering on or off
    • Indent
    • Outdent
    • Convert to Placeholder
    • Convert to Headers

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Hierarchy of Elements

Any type of element can be a “parent” to other elements, not only headers, although typically a header is used to provide structure and act as a parent. For example, an agreement may have schedules and the agreement, a document, can be the parent of the schedule documents. This means that any type of element can be moved under or indented inside any other type of element.

Any parent element can be “closed” so that its child elements are hidden, providing more room on the page to view more elements vertically by selecting the arrow:

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This only affects how you view the index at that time. This action does not change the contents of the Set or the view of the index for any other user.

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