Methods for attaching dynamic regulatory references and managing your pin queue.
"Pinning" allows you to create a dynamic link between your Dossier and the official regulatory library. There are several ways to capture content, ranging from pinning entire documents to selecting specific clauses.
Collecting Your Pins
Pin an Entire Post
Use this method when you want to reference a full regulation or article.
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Locate the document in the Search Results or open the Post Detail view.
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Click the Paperclip Icon (Pin) located in the toolbar.
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From the dropdown list, select your target dossier from the "Recently Updated" list.
Pin a Specific Paragraph
Use this method to reference a specific requirement or clause within a larger text.
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Highlight the specific text you wish to pin.
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A context menu will appear automatically.
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Click on "Pin text to..." and select your dossier.
Place your pins
Once you select the dossier, new window/tab is opened with the dossier and you will see the created pins in the list of available pins on the left side of the page:
You can place your pin inside the dossier simply by clicking on "Insert at cursor":
Quick-Pin via URL (Copy/Paste)
You can pin content simply by copying the URL.
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Open the regulatory post you want to reference.
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Copy the URL from your browser's address bar (CTRL+C / CMD+C).
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Go to your Dossier and paste it (CTRL+V / CMD+V). The system will automatically convert the link into a Pin.
Using the Copy Buttons
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For Posts: Click the Copy icon (two squares) in the search results list.
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For Text Excerpts: Highlight the text and select "Copy link to text" from the context menu.
Pro Tip: You do not need to switch back and forth between the Library and your Dossier for every single pin. All pins you collect are stored in a temporary list in your browser's memory. You can browse the library, collect multiple pins from different sources, and then go to your Dossier to insert them all at once.
Once you collect all your pins, you can go to your dossier and once you are in the edit mode you can find all your pins in the list on the left-side of the screen and place them in the document the same way as demonstrated in point 2, section Place your pins.