Organising Precedents

Learn how to change the location and organisation of precedents in the Precedents Library.

You can move individual precedents from one folder to another, create copies or shortcuts of any precedent in another folder, and create new folders and sub folders.

Creating a new folder

1. Expand the view to see the folder structure
2. Select the master folder to place the new folder into
3. Click "Add a folder"
4. Name the new folder (this can be renamed at any later stage)
5. Advance option: you can associate the folder with different matter types so that it is shown as a relevant folder in those matters

Reorganising Precedents within the same Precedent Profile

A Precedent Profile is the top level of folders e.g. Conveyancing, Litigation, or Court and Authority Forms

To move the precedent simply left-click and drag the precedent into any other folder within the same Precedent Profile. This will also remove it from the original folder.

Right-clicking and dragging the precedent to another folder will produce the following sub-menu:

• Copy here - will clone the document and copy it to the new folder. The original will remain where it is. The two documents are now separate and can be amended separately.
• Move here - will remove the document from the original folder and place it into the new folder
• Create shortcut here - will create a shortcut to the document in the new folder. This will be a link to the original document only

Reorganising Precedents between different Precedent Profiles

You cannot move documents out of their Precedent Profile.

However right-clicking and dragging to another profile will give you the option to Copy or Create shortcut 

Manage Form Shortcuts

A quick and easy method to create shortcuts in other folders is to use the Manage Form Shortcuts button

1. Click the Manage Form Shortcuts button

2. Navigate to the folder in which you wish to create the new shortcut

3. Use the right-hand side menu to locate the original document

4. Click Add Shortcut

Video guide

Learn more about the precedent library in our video guide below: