Document Folders per Matter Category - Admin

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. 1. Select the settings tab Picture, Picture, Picture, Picture on the bottom left of your menu. 


  1. 2. Select General and then Document Folder. 


Picture 


  1. 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.  

Picture 

  1. 4. To add a new Folder, click +Add in the top right corner. 

Picture 

  1. 5. In the pop-up window that appears, add a Folder Name.


  2. Picture 


  3. 6. To create a sub-folder, select a parent folder from the Parent Folder box, enter a sub-folder name and click Save.

  4.  

  1. Picture 
     

These folders will now be available in the Documents tab for all matters within that category. 

Notes
To select a Parent Folder, you must have this folder created already.


    • Related Articles

    • Document Folders

      If you are used to organizing documents into folders, you can continue this practice easily with Thread. The Folder feature allows users to create folders for all matter documents. Users can then choose to view matter documents based on their ...
    • Matter Category - Admin

      All matters created on Thread must have a category assigned to them. Matter categories dictate which matter stages, key dates, contact types, and custom fields, can be used with the matter. You can also add default templates to a matter category, ...
    • Email Folders

      If you are used to organising emails into folders, you can continue this practice easily within the matter in Thread. The Email Folder feature allows you to create folders for emails within a matter. You can then choose to view matter emails based on ...
    • Import documents from OneDrive folder

      If you have documents within your OneDrive that you wish to add to a matter, you can easily do this by clicking the drop-down arrow beside + Document then select Upload from OneDrive. Once you click this, a pop-up window will open with your OneDrive ...
    • Matter Stages - Admin

      The Matter Stages setting on Thread allows you to add particular stages that can be used across matters, documents, and in templates. By creating and using matter stages, you can easily manage and view the progress of a case. Creating Matter Stages ...