> For the complete documentation index, see [llms.txt](https://help.filed.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.filed.com/reference/workspace-and-settings/binder-settings.md). # Binder settings The Binder tab controls the firm-wide default order of categories and document types within each binder. These defaults apply when a new binder is created. Existing binders keep their current order and are not affected by changes made here. {% embed url="" %} ## What binder settings control Every client binder in Filed organises its documents into categories (such as "Source Documents" or "Workpapers"), and each category contains document types in a defined order. The Binder settings tab lets you configure the default arrangement of those categories and document types, independently per return type. Changes saved here become the template for all future binder creation or updates; they do not retroactively reorder documents in binders that already exist. ## Selecting a return type A **Return type** dropdown at the top of the page scopes all edits to a specific form type. The available return types are: | Option | Form | | -------------- | ----- | | Personal | 1040 | | Trust & Estate | 1041 | | Partnership | 1065 | | Corporation | 1120 | | S-Corporation | 1120S | | Nonprofit | 990 | Settings are independent per return type. Changing the category order for 1040 has no effect on 1065, and so on. ## Reordering categories The category list is drag-and-drop sortable. Grab the grip handle on the left of any category row and drag it to a new position; the change is saved automatically when you drop the row. Two categories - **Output** and **Excluded / Not Taxable** - are pinned and do not appear in the editable list. They always appear at the end of every binder and cannot be moved. ## Renaming and deleting categories Click the pencil icon on any category row to rename it inline. Press Enter or click away to confirm the rename. Click the trash icon to delete a category. Document types that were assigned to the deleted category are removed from the defaults entirely; they do not move to another category automatically. ## Adding a category Click **Add category** at the bottom of the list to add a new category. Type the name and press Enter or click away to save it. New categories are appended to the end of the editable list (above the pinned Output and Excluded / Not Taxable categories) and start with no document types assigned. ## Reordering document types within a category Click the chevron on a category row to expand it and reveal its document types, each with its own grip handle. Drag types within the category to set their order, or drag a type onto a different category row to move it there. A type can only belong to one category at a time; adding it to a second category removes it from the first. ## Adding a document type to a category With a category expanded, click **Add type** at the bottom of its list. Type the document type name and press Enter or click away to save. A type name must be unique across all categories for the current return type. ## Resetting to defaults A **Reset to defaults** button appears below the category list. Clicking it resets the category order and document type assignments for the currently selected return type to Filed's out-of-the-box arrangement. A brief confirmation shows when the reset completes. **Walkthrough: configure binder defaults** 1. Choose a form type from the **Return type** dropdown. The category list below is scoped to that return type, with each category showing a grip handle for reordering, a rename pencil, a type count, and a delete icon. To reorder, drag a category by its grip handle to a new position (saved automatically). Use **Add category** to append a new one, and **Reset to defaults** to restore Filed's out-of-the-box arrangement for the selected return type. ![The Binder settings page with the return-type selector, sortable categories, and reset control](https://storage.googleapis.com/filed-prod-public-assets/walkthroughs/binder-settings/image1.webp) 2. Click the chevron on a category to expand it and reveal its document types, each with its own grip handle and delete icon. Drag types to reorder them within the category (or onto a different category to move them), and click **Add type** to add a new document type. ![An expanded category showing its document types and the Add type control](https://storage.googleapis.com/filed-prod-public-assets/walkthroughs/binder-settings/image2.webp) 3. Because settings are independent per return type, switching the **Return type** dropdown displays a separate list, leaving the other return types' arrangements untouched. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://help.filed.com/reference/workspace-and-settings/binder-settings.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.