2.2 Book features

Updated: 20 April 2026

Help Centre - AffiniCore

Book features

AffiniCore books include a range of features for viewing, sharing, and interacting with your contracts, all accessible from the toolbar at the top of the screen.

See it in action:

Watch how to navigate the AffiniCore toolbar — and the viewing, sharing, and interaction features available for every contract in your Platform.

📹 Video Note: This training video uses the legacy term "IDF" which has been renamed to "AffiniCore" in our March 2026 update. The functionality and features shown remain unchanged—only the terminology has been updated throughout this help center.

url: https://vimeo.com/355315271

For step-by-step guidance, continue reading below.

1 Views

Use the view selector on the toolbar to switch between:

• Web view — the standard on-screen reading view, with all navigation links active
• Page view — displays the book in a paginated format, closer to the original document layout

View selector — Web View and Page View options

2  Accessing the original documents

The original source documents used to create the AffiniCore book are accessible via the Documents tab on the toolbar. From here you can browse and download the original files. See Downloading documents from the Platform for full guidance.

Documents tab — browse and download the original source files

3  Share links

You can share a direct link to any page in the book:

• Email Link — creates a pre-populated email containing the page link
• Copy Link — copies the URL to your clipboard

See Creating and sharing Affinitext links.

Email Link and Copy Link options on the toolbar

4  Export as PDF

Use the Export button to download all or part of a book as a PDF. You can export the entire book or a specific chapter. See Downloading documents from the Platform.

Export options — export the entire book or a specific chapter to PDF

5  Zoom

Use the zoom controls on the toolbar to increase or decrease text size within the book.

6  Hiding link colour coding

By default, defined terms and cross-references are colour-coded (blue, green, and red links). If you prefer a cleaner reading view, you can hide the colour coding using the link toggle on the toolbar. The links remain active — they just appear without colour.

Link colour coding hidden — links still active but displayed without colour

7  Show in Folder

Click Show in Folder to navigate to the location of the currently open book within the Platform folder structure.

Show in Folder — navigate to the book's location in the Platform structure

8  Saving your view preferences

After adjusting your view settings, select Layout and then Save View to preserve your preferences for the next time you open the book.

Layout > Save View — preserve your viewing preferences

9  Book information

Click the Information button to view the book's underlying metadata, including project name, parties to the agreement, and date of execution.

Information panel — project name, parties, and date of execution

10  Interactive features

Books support three further features for capturing knowledge and managing obligations directly at clause level:

• Tasks — manage contractual obligations at the relevant clause, with just-in-time notifications and a compliance audit trail. See Task Manager and AffiniTask: how it works.
• Notes — capture and share knowledge at clause level with other users in your group. See Notes.
• Analysis Tracks — capture and annotate clauses for structured legal review, lessons learned, or issue tracking. See Analysis Tracker.