(Before you begin, the staple grid must be cleared. Select Display Options/Display Staple Grid/Clear Staple Grid.)

  1. Right-mouse click the primary record. (The record with the S in the Flags column.)
  1. Select Maintain Staple.

The Staple Grid will open with a list of the existing documents in the stapled bundle.

  1. Navigate to the record you want to add to the stapled bundle.
  1. Right-mouse click the record you want to add to the stapled bundle.
  1. Select Add to Staple Grid.

  1. Select Display Options / Display Staple Grid.

  1. 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.

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