(Before you begin, the staple grid must be cleared. Select Display Options/Display Staple Grid/Clear Staple Grid.)
- Right-mouse click the primary record. (The record with the S in the Flags column.)
- Select Maintain Staple.
The Staple Grid will open with a list of the existing documents in the stapled bundle.
- Navigate to the record you want to add to the stapled bundle.
- Right-mouse click the record you want to add to the stapled bundle.
- Select Add to Staple Grid.
- Select Display Options / Display Staple Grid.
- Select Finalize Staple to add the new document to the existing bundle.
To view the updated bundle, display the primary document then select Stapling.
Double-click an entry in the Staple Grid to view that document.The document will open in a new window.