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Document Binder

Overview

The Document Binder feature in Wyn Enterprise lets you group multiple dashboards and reports into a single, organized view. This improves navigation, scheduling, and content management. Document Binders appear in the navigation panel for easy access and support all standard document actions such as upload, download, import, export, and permissions.

Common use cases include:

  • Organizing related dashboards and reports

  • Applying shared parameters across multiple documents

  • Scheduling batch exports as a single merged PDF

Create a Document Binder

  1. Go to the Resource Portal or Document Portal.

  2. Click + Create and choose Create Document Binder.

Add Documents

  • Under Document List, open the Add Documents dropdown.

  • Select documents from the Types or Categories.

  • Click OK to confirm your selection.

Set Parameters

  • In the Parameters section, select values to apply across all documents.

  • Click Set default values to reset selections.

  • If using Date Range or DateTime Range editors, you can define:

    • Specific ranges (e.g., Jan 1–Jan 31)

    • Relative ranges (e.g., Last 7 Days)

Example: If you select a relative date range, all documents in the binder will respect that filter when previewed or exported.

Save and Preview

  • Click Save to save your binder.

  • Click Preview to see the layout. The left panel displays the list of documents; the right panel shows the selected document preview.

View a Document Binder

  1. Go to the Documents > Document Binders section in the left navigation panel.

  2. A list of saved document binders appears.

Interface Features:

  • Actions Toolbar: Preview, open in new window, or open the context menu (Edit, Rename, Delete, Copy URL, Download)

  • Search Bar: Quickly find a binder by name

  • Bulk Actions: Delete or edit multiple binders at once

  • Info Panel: Update document binder metadata, manage tasks, view revision history

Tip: You can categorize document binders to organize them further.

Export Document Binder as Merged PDF

You can schedule a task to export a document binder and combine multiple documents into a single PDF.

Steps:

  1. In the Document Binders list, select a binder.

  2. Click the Info icon on the top-right corner.

  3. In the Info Panel, open the Tasks tab and click + Add Task.

Task Setup:

Basic Information

  • Provide a Task Description

  • Choose an Execution Type (e.g., One-time or Recurring)

  • Set the execution schedule

  • Click Next

Export Settings

  • If the binder contains multiple documents, check Export as Merged PDF to merge them.

  • To set parameters for individual documents, select a document and edit them under the Parameters tab.

  • Adjust Misc Properties for the merged output (e.g., page layout, spacing).

Delivery

  • Only email delivery is supported.

  • Set the following:

    • Email To

    • Reply-To

    • Subject and Body

    • Attachment Type

    • Storage duration

    • (Optional) Enable Allow Anonymous to permit unauthenticated delivery

  • Click OK to finalize the task.

Your scheduled task will now appear in the Tasks tab.

Summary

Document Binders offer a streamlined way to view, manage, and export groups of related dashboards and reports. With parameter sharing and export scheduling, they’re especially useful for distributing curated insights to stakeholders in a single, consolidated format.