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• How to view an outline

  How to view an outline Open your workspace and go to the 'Outlines' tab. Click the outline name or the 'Open' button to view your outline. The Outline Contents will open. Here you can open to review the included entries or remove them from your outline. ![](https://storage.crisp.chat/users/Popular

• How to create a new outline

  Outlines helps you bring together a list of pinned or highlighted documents. 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'. ![](https://storage.crisp.chat/users/helpdesk/Popular

• How to export an outline

  You can export your Outline into a PDF file. To begin, click the 'Outlines' tab. Next, click the 'Export' button. Safelink will build your report. Click 'Download Report' to export your Outline.Popular

• Adding new entries to an existing outline

  You can add new entries to an existing outline. Open your workspace and go to the 'Documents' tab. Open the document that you would like to include in your outline. Select your 'Outline' from the Outlines Menu in the sidebar. ![](https://storage.crisp.chat/users/helpdesk/websPopular

• How to edit outline properties

  How to edit the outline properties Open your workspace and go to the 'Outlines' tab. Click the 'Properties' button to open the outline properties page. Here you can edit your outline name and the PDF export settings. Click 'Update' to save your changes. ![](https://storage.crisp.chat/users/hPopular