How to create a new outline
Outlines will let you bring together a list of pinned or highlighted documents that you can step through or export. Creating a new outline is easy and there are several ways to do it.

Creating a New Outline from the Folder View

Open your workspace and go to the 'Documents' tab.



You can find the Outline Menu in the grey panel on the left. Click 'Create a New Outline'.



Enter the Outline name and click 'Save'.



Creating a New Outline from the Document Viewer

Open your workspace and go to the 'Documents' tab.



Open a document. You can find the Outline Menu in the document sidebar.



Click 'Create a New Outline'.



Enter the Outline name and click 'Save'.



Creating a New Outline from the Outlines Page

Open your workspace and go to the 'Outlines' tab.



Click 'Create an Outline' from the Actions Menu.



The Outline Properties page will open. Enter an 'Outline Name'.



You can customise the other Outline Properties for your PDF Export in this page.

Click 'Create' to create your Outline.



Please ask your workspace admin to enable the 'Outlines' app if the Outline Menu and Tab is missing.

You might also find these articles helpful:
How to View an Outline
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