Default Document Folders

Document folders can be used in the document section of a matter to sort and save specific documents.

Default Folders can be set for different matter types so that new matters opened will already have the default folders in them.

  • In the settings select Matter Configuration (1), then Add New (2)

      Note: If you already have Matter Configuration set up for this matter type, double click on the matter type diplayed (3) instead of Add New

  • Select Default Document Folders (1)Select a matter (2), select the Matter Type  (3) and OK (4)

  • Select Add a folder (1),  enter Folder Name (2) CREATE (3) and SAVE (4)

  • You can create sub folders by creating a new folder then drag and drop in the main folder 

  • When you then create a New Matter within this matter type the Default Folder will already be in the matter

Did you know...

  • You can create matter-specific folders by right-clicking in the white space (1) and selecting Create New Folder (2)

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