Document Folders per Matter Category - Admin
Setting up Document Folders in Admin Settings
If you use the same set of folders for documents on matters within a specific matter category, you can set those up in your firm Settings, so that they are available on each matter within that category to easily add matter documents to.
1. Select the settings tab
on the bottom left of your menu.
2. Select General and then Document Folder.
3. From the list of categories select the matter category in which you wish to add a Document Folder. You can use the search bar to quickly find the category you need.
4. To add a new Folder, click +Add in the top right corner.
5. In the pop-up window that appears, add a Folder Name.
6. To create a sub-folder, select a parent folder from the Parent Folder box, enter a sub-folder name and click Save.
These folders will now be available in the Documents tab for all matters within that category.
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