Organizing the book structure

After creating a book, you can organize tabs and add content according to your meeting structure.

How do I organize a book?

Begin building and organizing your book using tabs. Tabs are the basic building block of the book. Organized tabs help ensure that all board materials are presented at the right time in the right order. You can then add files, reports, and other content into the tabs that correspond to the meeting topic or discussion point.

Can I reorder book content?

The book structure can be modified by moving tabs, sub tabs, and files.

Move tabs, sub tabs, and files

There are two options for moving tabs, sub tabs, and files:

Option

Useful if you want to:

Select the move icon

Quickly reorganize a single page or section in the book

Open the Move panel

Reorganize a long book with multiple tabs, sub tabs, and files

Select the move icon

This section explains how to move book content using the move icon .

  1. Move the mouse over a tab, sub tab, or files' row.

    The move icon appears.

  2. Select and hold the move icon , and then drag the tab, sub tab, or file to a new location.

  3. Release the tab, sub tab, or file.

    The tab numbering automatically updates.

Note

You can move a file to a new position within its current tab or sub tab. However, you cannot move files to a new tab.

Open the Move panel

This section explains how to move book content using the Move panel.

  1. Select the More options icon on the right side of a tab, sub tab, or file's row.

    A list of options appears.

  2. Select Move to.

    The Move panel appears.

    A broken outline indicates the possible destinations for your tab, sub tab, or file.

  3. Move the mouse over a broken outline, and then select it.

    The broken outline turns blue, indicating the new location for the tab, sub tab, or file.

  4. Select Move here.

How do I make the book visible to other users?

To share the book with board members, directors, and other users, publish it. We recommend organizing the book structure and Uploading files before publishing. You can continue to update the book after publishing it, including Adding tabs and sub tabs. To ensure other users see the most recent version, re-publish the book as needed. For more information, see Publishing a book .