Binders*

If you’ve ever used a 3-ring binder to store and organize paper documents, you’ll love Docket Navigator’s electronic binders. Every search is now stored as a tab in a binder. A new search creates a new binder with one tab. Opening a new tab in an existing binder adds a new search tab to that binder. This allows you to bundle searches involving similar topics (e.g., client presentation, research for a motion, etc.) in a single location. You can also create an alert for all tabs in a binder and share binders with colleagues.

Tip

To modify a binder you don’t own (a curated binder, a profile binder, or a binder that has been shared with you), click the “Copy this Binder” icon. You will be the owner of the new binder, which will appear in your binder wall, and you’ll be able to edit, add new tabs, share and alert the new binder.

Binder Types*

Custom Binders*

Custom binders are binders you own and manage. Custom binders can be created from scratch or by copying a binder you don’t own.

To create a new custom binder from scratch, click the search button on the binder wall or the options menu. That search will appear as a tab in a new custom binder. Click the tab with the plus symbol to open a new tab, representing a new search, within an existing binder. This allows you to bundle searches involving similar topics (e.g., client presentation, research for a motion, etc.) in a single location. You can also create an alert for all tabs in a binder and share binders with colleagues.

To create a new custom binder from a binder you don’t own (a curated binder, a profile binder, or a binder that has been shared with you), click the “Copy Binder” icon. You will be the owner of the new binder, which will appear in your binder wall, and you’ll be able to edit, add new tabs, share and alert the new binder.

Profile Binders*

Profile binders provide pre-configured searches and analytics around a specific case, patent, judge, party or firm.

Tip

Profile binders are a quick and easy way to track the litigation history of a company, firm, patent, or judge. Stay current on new litigation evets by creating an alert on a profile binder.

Curated Binders*

Curated binders are created by Docket Navigator’s team of attorney-editors. They typically provide a collection of data and research around a frequently asked questions.

To access a list of Curated Binders, select a library at the top of the page and click Curated Binders from the sidebar of the Binder Wall or select the ribbon icon on the left side of a binder.

Tip

If you’d like to edit or customize a curated binder, click the “Copy this Binder” icon. You will be the owner of the new copy, which will appear in your binder wall and you’ll be able to edit, add new tabs, share and alert the new binder.

Building Binders*

Add Search Tabs*

To add another search to a binder, click on the plus icon on the right side of the tabs bar. ➞ Select a target and filters. ➞ Click view results.

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Tip

To delete a tab from a binder click the X next to the tab name.

Binder Summary Panel*

Edit the binder name, add a client code and/or description and view status updates about the information in your binder.

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We populate a list of analytics charts that match some or all of the filters for the current search. The related analytics are loaded as new tabs within the binder.

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The related searches panel is a great way to accelerate your work. The panel provides a list of possible alternative search targets that might be helpful considering your current search parameters. Check the box next to any of the listed targets and Docket Navigator will open a new tab for each selected target and copy the search filters from the currently active tab to each of the new tabs. In other words, the related searches panel allows you to quickly apply the same set of search filters to multiple search targets.

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Binder Toolbar*

Sharing Binders*

Sharing a binder makes it viewable by the people you’ve shared it with. That includes any future edits such as new tabs, edits to search filters, etc. In other words, you do not need to re-share the binder every time it is updated. But don’t worry, binders can only be edited by the an owner. If a person you’ve shared a binder with wants to expand on your research or edit the tabs, all they need to do is make a copy for themselves. Owners can revoke sharing anytime, but that does not change copies made before revocation.

Tip

Only an owner of a binder has permission to share it.

Share Window*

Clicking the Share Icon from inside a binder in the top toolbar or on the binder wall will open up the share window.

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Hint

Hover over the circle on the binder wall to see who the binder has been shared with.

Invite People*

Open the share window. ➞ Choose to either (A) share the binder with your whole group or (B) type the names or emails of individuals. An autocomplete dropdows will appear for people within your group.

(C) Type an optional message.

(D) If you deselect send an invitation email the members you have selected will not be notified through our system that a binder has been shared with them. Choose this option if you would prefer to notify them yourself.

(E) To save time, select Create docket alert for new recipients. You can also set up the alert later from the alert window.

(F) Click Share.

invite people

Attention

Only Docket Navigator subscribers can view binders. The email address you type for people outside of your group must match our records exactly.

Manage Sharing*

To edit sharing preferences open the Share Window. ➞ Click or tap Shared With. ➞ Click the close icon next to the person you want to remove from the binder. ➞ Confirm and close the window.

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Send A Message*

Send a message to people who are subscribed to the binder.

We've added a convenient way to send a message to the people who you have shared the binder with. Choose which tab you want the subscriber to land on when opening the binder (A), add a subject line (B), and write a message (C). If you prefer to send the email from your own email client, just click Open Email Client (E). We'll populate the address line with the subscribers you have shared the binder with.

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Creating Alerts*

We’ve made it easy to organize your research and create just one alert on a binder that covers several related search tabs. It’s also now simpler than ever for librarians and other group administrators to manage alerts for their users. Simply create a binder, add as many tabs as necessary, share the binder with other members and create an alert on the search tabs instantly.

Tip

You can create alerts for profile and curated binders too without owning them.

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To create or manage alerts click the alert icon. ➞ Select the subscribers you want to add or remove. ➞ Set the frequency of the alert. ➞ Click Save Changes.

invite people

You must share the binder with someone in order to create an alert for them.

We've made that part easy though. Just check the Create Docket Alert box when you are in the Share Window and you'll share the binder and create an alert simultaneously.

Alerts For Managed Binders*

To create an alert for a binder that another person owns click the alert icon on either the binder wall or from within the binder. ➞ Choose what type of alerts you wish to see. ➞ Select the frequency that you wish to receive the alert.

  • Activate receive alerts when new data is added to the binder to create the alert. (A)

    Select this option to receive alerts when new data is available, for example, a new case or a new filing. You will receive a single alert that includes all new data for every tab in this binder. To create an alert for a specific tab, open that tab in a new binder and create an alert within that new binder.

  • To receive alerts when changes are made to this binder activate the next option. (B)

    Select this option to receive alerts when there is a change to the binder itself, for example a new tab is added or deleted, or a search filter for a tab is modified. This can be important if you are creating an alert for a binder someone else owns.

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Hint

You can also view the binder changelog in the Binder Summary Panel

Viewing Your Alerts*

If you would like to see a list of all of your active alerts navigate to your account page using the menu icon in the top right corner of the page. ➞ Select Manage Alerts

Manage Alerts helps you stay organized by showing you all of the binders you've created an alert for and who is receiving the alterts. You can also now edit the frequency of alerts with just a few clicks.

Go to the Manage Alerts page.

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Bookmark*

Bookmarking a binder makes it easier to keep track of searches that you would like to come back to later.

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Tip

To see only binders that have been bookmarked, select the bookmark filter on the binder wall.

Download Results*

To download results click the blue download icon in the top binder toolbar ➞ Select which tabs you would like a report generated for ➞ Select Create Report.

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We will send you an email when the report is ready. View previously generated reports on the downloads page.

Copy Binder*

To make a copy of the binder, select the copy icon from the binder toolbar or the binder wall. ➞ Name the new binder. ➞ Select Create New Binder

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