To get started, navigate to your Library using the navigation bar on the left-hand side of your screen. In your Library, your Lists, or Reports, are saved. You can also create Folders in your Library to organize your Bill Lists.

To create a Bill List, click the "Create New" button, click Bill List, and name your list. Then, click Create.

You will be redirected to your new Bill List. From here you can edit the title, add a description, upload yours or a client's logo, and attach a file (up to 1MB).

Click "Add Section" to start adding bills to your Bill List; sections operate as saved searches. Once you’ve created our section, you can rename it to represent the bills that will be shown.

Next, click “Edit Settings” to add bills to your section. In the Edit Settings panel, you can choose bills to display based on keywords, filters, hearings, and more.

Let's create a section for bills introduced in the past two weeks. Click on the date filter, and from this dropdown, select Introduced. Select "Past Two Weeks". Then, click Save. Now, bills that have been introduced in the past two weeks will be shown in this List.

To learn how to create a Bill List for a client, check out this article.

Once a List is ready to be shared, there are four ways to share it. First, you can click on the Export button to download your List as a PDF or CSV file.

To export a Bill List as a CSV file, simply click "Export", then click "Export CSV" from the top right corner of this popup. From here, you can upload to Excel, Google Sheets, and more.

Before you export your Bill List as a PDF, be sure to create a template (or edit the default template) to suit your needs. Use the six dots to the left of each piece of bill information to drag into "Include" or "Don't Include." From the template settings, you can also upload a personalized header and adjust the appearance of your report. When you're finished, click Save and Export.

Additionally, you can share your list through a LiveLink, a safer, view-only version of your Bill List that gets updated in real time.

By default, your Bill Lists are private to your workspace. To share your Bill List, click Share in the top right corner of your screen, click the dropdown menu, and select Shared. A LiveLink for your Bill List will be generated, which you can copy by clicking on the "Copy Link" button. You can then paste and share this link with anyone. This link will show your List in View-only mode. This link is both mobile and tablet friendly.

Similar to a Shared Bill List, Public Comment allows non-Abstract users to view your Bill Lists (including Bill Text & Status) and leave comments.

To open your Bill List to Public Comment, first click "Share" in the top right corner of your list, then toggle from "Private" to "Public Comments." Set a password of your choice, then share this link with anyone. Only people with the link and password can view your list.

Public Comment access level is password-protected: viewers must input their name, email, and the password you set.

Viewers of your Bill List cannot make any edits to your Tags or workspace, they can only leave comments and view bill information.

Bill Lists open for Public Comment have a dashboard (View Analytics) where you can track metrics, including visitor data, comments, and time spent viewing bill info. Analytics are available for CSV export.