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How to Use Binder Management

Use Binder Management to view all SDS for any location in your account, add new binders to your hierarchy, and manage your binder structure.

Written by Jason Ries
Updated over 3 weeks ago

This article assumes you are already familiar with How to Add a Binder and How to Add an SDS to a binder.

Full access required — Binder Management is a full-access feature of SDS Mobile™.

How binders are organised: Think of the [Master Binder] as the file cabinet that contains all SDS in your account. Each binder is a folder within that cabinet, representing a physical location — a facility, job site, storage room, or specific cabinet. Binders can contain sub-binders (folders within folders), allowing you to represent your full location hierarchy.

Term

What it means

[Master Binder]

The top-level binder for your company. Contains all SDS across all locations.

Parent binder

The binder one level above a sub-binder. When adding a new binder, you select its parent binder to place it in the correct location. (e.g., Machine Shop, Assembly Plant, Manufacturing Plant)

Sub-binder

A binder nested inside another binder (e.g., Flammable Cabinet #4 inside Machine Shop).


How to View all SDS for any binder

Step 1

Open Binder Management

Tap the Menu tab in the bottom-left corner and select Binder Management.

Step 2

Find your binder

The Binder Management page shows all binder locations you are authorized to access. Your account administrator controls which binders you can see.

To view all SDS in your account, tap View SDS next to the [Master Binder]. To view SDS for a specific location, tap any binder in the list.

Step 3

Navigate into sub-binders if needed

Tapping a binder shows its contents — the SDS it contains and any sub-binder locations nested within it. Tap any sub-binder to navigate deeper into your hierarchy.

Step 4

Tap View SDS

Once you have navigated to the binder you want, tap the View SDS button to see all SDS for that location.

Tap on any SDS record in the list to View the SDS.

Important: Binder Management requires an active internet connection. If you are heading to a site with limited or no connectivity, use Offline Mode to download your SDS before you go.


Adding a New Binder via Binder Management

Binder Management is the recommended method for setting up your initial binder hierarchy or adding binders when you don’t have a specific SDS in hand.

Be mindful of where you are adding new binders. A binder’s position in the hierarchy determines which SDS are associated with it and how it appears in search results and Offline Mode. Before adding a new binder, navigate to the correct parent binder first.

Example: To add “Flammable Cabinet #4” inside “Machine Shop” at “Northeast Assembly Plant,” you would first navigate into Northeast Assembly Plant → Machine Shop, then add the new binder there.

Click image to enlarge


Step 1

Navigate to the parent binder

In Binder Management, tap through your hierarchy until you reach the binder that should contain the new binder.

Step 2

Tap Add New Binder

Tap the Add New Binder button. You will be taken to a screen where you can name the new binder and confirm its location.

Step 3

Enter the binder name and confirm the parent binder

Type a name for the new binder. Confirm the parent binder is correct — this is the location the new binder will sit inside. Adjust if needed.

Step 4

Tap Save

Tap Save to create the binder. It will appear immediately in your hierarchy in the correct location.

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