Building the book structure

This topic explains how to begin building and organizing your book using a tab structure. Organized tabs help ensure that all board materials are presented at the right time, in the right order.

  1. To add the first tab to the book, select Add Tab. Tabs are the basic building block of the book, and are used to organize documents.

  2. Enter a Tab Title in the window that appears.

  3. You have the option to add information about the Presenter, Duration, and a Description of the agenda item in the respective fields. This information will be visible in the agenda, once you generate an agenda using the Agenda Builder.

  4. To remove numbering from a specific tab (such as the Agenda tab), select the Non-Numbered Tab option.

  5. Select Add.

  6. The empty tab appears in the Book Editor. Repeat steps 1 through5 to continue adding tabs to the end of the outline, or see the Adding documents to a book page to start adding documents. The next steps in this section explain additional functions for building your book's structure.

  7. To view additional options for adding tabs, select the Tab menu on any tab.

    1. To add a new tab directly above the current one, select Add Tab Above.

    2. To add a new tab directly below the current one, select Add Tab Below.

    3. To add a sub-tab within the current tab, select Add Subtab.

  8. To view only top-level tab names, select Collapse All. Sub-tabs and documents are hidden in the editor view.

  9. To view all tabs and sub-tabs, as well as the documents they contain, select Expand All.