# Reordering Documents, Adding Categories - Binder Screen

The Binder screen allows users to customize document organization by reordering items and managing categories according to their preferences.

## How to Access the Binder Screen

From the home screen, click the arrow adjacent to the client requiring review, then select the **Binder** option to reach the Binder Screen.

## Reordering Documents

To relocate a document within the same category or transfer it to another category, click the six-dot handle (left side of document title) and drag to your preferred position.

![Screenshot 2026-02-03 at 18.32.00.png](https://assets.usepylon.com/7b79f042-f851-4ed8-9ff4-05f028f7aad4%2F1770140894128-Screenshot2026-02-03at18.32.00.png?Expires=253370764800\&Signature=XebwDecU9bFyYQVZBW3mhTpTQ2lQGbHC29Jhv5iPnKHAERzlPqY1tsY~6sR8X2Ryi8uiDADKKKt7jltq2SUrU9cmpCmeym3z7A6EhBSCbZ6RdDG6HJ9OU0sIyOtugE-4ev-4VN0820S3wTkv2DSUROAvSL4dgwz64KIAOJMu-rgkuS-zairiCI3cMhtWmAYnu5AR68iQvBEzJ6AlwWBJWeMso6yDnTnkZ9Xx0Ck~Oz8Jz~oLnTFsUpzf8YpLwlb13gdt11M8bYP7ux1hcLttww7lTE-ziiwRPlrkRPbdD2FmxsX-k3Nlo-pMkF5dd83ZaeOosiULAJtnSlGGaj83SA__\&Key-Pair-Id=K3NV4LZ47N8M46)

![Screenshot 2026-02-03 at 18.33.48.png](https://assets.usepylon.com/7b79f042-f851-4ed8-9ff4-05f028f7aad4%2F1770140911712-Screenshot2026-02-03at18.33.48.png?Expires=253370764800\&Signature=VrwkvxWMhPWpDxcQerUlExMyo8lZoaA83jp58a5klgKh2mfpy-JEDLtfYqWP1lNvOs~guE8ducGxb~v2Dv313o7eq9GgBb7uSiAdZiA6lI9Nco-BUh~Ni~dshJ8TYtHcYnSoUVjYk6prisCCiXnxoGcAAwz3J04KPuUUDR8CwZTQOVruGk-Co4wGMpsoVAJG3zVs-9EPmD1KWnDmHwDQ8tqckBWUEwds5sIKozTglbcPwYDeJw2Z6dS5m6uxjqWplXs1Q8IsW4-WShA~LYh1QecmuI6vOUb-bOUAE5ufHF396r8fszG8PIBRd6eh6EfOr1n5KFvsKUEs1U8uoWJkFw__\&Key-Pair-Id=K3NV4LZ47N8M46)

## Adding Categories

Click the three-dot menu icon to the right of the download button and select the option to add a new category.

![Screenshot 2026-02-03 at 18.35.46.png](https://assets.usepylon.com/7b79f042-f851-4ed8-9ff4-05f028f7aad4%2F1770141092957-Screenshot2026-02-03at18.35.46.png?Expires=253370764800\&Signature=W1vzBvqogqCYcSWpm10GnrB4hRjFZHKfnB6f7NXxQ1NVkwbzh74tTK0J~l7onZVDODYTftSylOB9~kyouTQPqTAQqd~wnDBO7B3-QXBdQVca2L0HoLWj3Ae7cyPWWXSuUkFtBuxAWuqb8pcmOcO9dDMAc2BxzWF07g4penlMcdFz5lHWiaFMTn1I0nzXcLGqvGF6jxF2YMFF5bUzyfNa0QBcB~q7HB7rEALMkGjabHSOJ487-maHdtIZx8aWOPaKkyKKMB2wz~tWPWpZK8bC3idvovzENuXmFyBiFAINaIPYyjnmx65-~L~CsRqd9my1NHKI5IT5zbJfny-5oYjiwg__\&Key-Pair-Id=K3NV4LZ47N8M46)

![Screenshot 2026-02-03 at 18.36.45.png](https://assets.usepylon.com/7b79f042-f851-4ed8-9ff4-05f028f7aad4%2F1770141115705-Screenshot2026-02-03at18.36.45.png?Expires=253370764800\&Signature=EwFGqhRhqHmtWia0UaPdi-0-uCBHlNZ1B9C4WApwt1UcazZwBkcNgAWRx6e6LwbW6sPV270k69wZeeniXKEAU89mv5SMdQ7i0Ewf4wYxzm5EG2JMLtjm155-T~ljKcLwfoG5L6QqTXZZJofmgOU8tYkLSPpU-ndTTmrzWuHYGQ73WkE1GBc1LbMkcuiQB~~uPQqzK2LYQPB6e0k~TP5jxJKStut2fCj6JpArYREl2NlSNvR1SqN8dPr5z0vLVSUibwteo2s471UBh7Mdi3Qi8kzwFNZiUMF33yRYOdHOYkKUAnp3yubIRUrOAAod7X4kv3f1SduAlGHx4JVgFJ0MHQ__\&Key-Pair-Id=K3NV4LZ47N8M46)

## Deleting Categories

Click the three-dot menu icon beside the category title to delete the category when needed.

![Screenshot 2026-02-03 at 18.43.00.png](https://assets.usepylon.com/7b79f042-f851-4ed8-9ff4-05f028f7aad4%2F1770141150100-Screenshot2026-02-03at18.43.00.png?Expires=253370764800\&Signature=lvVkFdyprK6xy4cvj5vs5uERV5~JSjK6cDT9c9GnhO~JZfHtpQ0rFIgee3zvgfRrz1kXbYGX7pTpiNF7RV6MQilULxx9BMz9EC22GuSewogb40LZlk28cE9oAuyPzcqY5sfhZB2dcERljrCPeWW8nP6dzKR9bLh0sqz~LVYv40FXfUafODddi2CuqUgvDESHOGvbIdnVWa3~kJFegAIg4DIZO-InYiJL3JjO1rXBYSif7cPKXDArY76nqFKJddWCFsZegxJxA1JR3IbJCNVt-1KFOlg-iCy2ucClbKuN8LgDMG1czuN8MbRMIoe9-Rkk1ZC0sJKh-a0XV48qYGkjaw__\&Key-Pair-Id=K3NV4LZ47N8M46)

![Screenshot 2026-02-03 at 18.43.49.png](https://assets.usepylon.com/7b79f042-f851-4ed8-9ff4-05f028f7aad4%2F1770141165627-Screenshot2026-02-03at18.43.49.png?Expires=253370764800\&Signature=C2wvWtup2~PseviRNlrIb8Gw2gmd2AoNDuEOKthEE9PQ4Fh7caNexvV7qmlp43MMjzHHAsWz1euH9QkW7wJAGXGMt0yyjzZwrUZxlnfBxzMSIPi-fBBRjorWoadTkdMLnGjkLj~9SGz-ZZtl-AmDyzsHFxxqDS0276EWgws5eFBYN1Y2TR8dCa8Cx4xGy6rysYXkExkttQpryMYWoImZup~OsznT0nV6h6wk6emocxPLwmZO6aUcis0x7Jd9dhP1smWQINAQBKWJ8zwJ8nB2xyp2KMnjLDdgSLAI5TnaghOGqUHVQCYTvWwB5y6-Tn2wRZnoPMsL7jYgWU9VGZDMdA__\&Key-Pair-Id=K3NV4LZ47N8M46)

## Tip

Have your tax software open and this as well on two screens if possible for optimal workflow efficiency.

***

Legacy URL: <https://support.filed.com/articles/5715932014-reordering-documents-adding-categories-binder-screen>


---

# Agent Instructions: 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:

```
GET https://help.filed.com/reordering-documents-adding-categories-binder-screen.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
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.