Assigning folders / Adding documents to folders

You are able to assign documents to one or more folders in the document screen.

You can add documents to folders in three ways :

1. To existing documents in the Document Screen
   
2. When creating a new document from the Document Screen
   
3. When importing/ drag and dropping documents into RPM
   

Adding documents to a folder/ Assigning folders to Existing Documents

You  can add documents to a folder by highlighting the document (using the ctrl function on your keyboard to highlight multiple documents) and right clicking on it/any o fthe highlighted documents if there are mulitiples selected. Go to Folders and then select Add Folders.

In the New Folder window use the drop down to select the relevant folder you want to assign and click OK.

The Selected Documents will then be assigned to the relevant folder.

Repeat the same process if you want to add the documents to another folder.

Assigning Folders when creating a New Document

When generating a new document, you can assign it to a folder directly from the New Document window. This ensures that once saved, the document is automatically stored in the correct folder.

This will then bring up the folder window. Click on the green +Add button  and use the tag textbox drop down to select the folder you want the document to be assigned to and click OK.

The folder the document has been assigned to will then appear in the folder list. 

You can add the document to additional folders by clicking on the green + button and repeating the above process.  When you have selected the folder(s), close the folder window and continue to generate the document or email in the usual way.  They will then save within the selected folder(s) in the document screen of the matter.

Assigning folders to imported / drag and dropped emails

You can assign folders to documents and emails that have been imported or dragged and dropped into Redbrick (please speak to your Redbrick administrator if the below steps do not appear for you)

When you import emails / documents, whether by using the Import button on the Document screen, the Outlook Add-in, or by dragging and dropping directly into RPM, you will be prompted to assign the files to a folder.

If you have selected two or more files you will get a prompt asking whether you would like to add the files to a folder.

Selecting No will add the files to the Document screen with no folders assigned.  

  

Selecting 'Yes. add all of these files to the same folder' will bring up the window to select which folders to assign – this will assign all the documents to the same folder(s).  

  

Selecting 'Yes, add to a folder but specify the folder for each file' will open the Folder window with the title of the filename you will be assigning folders to – This option will allow you to drag in multiple files and assign them individually to different folders on a file by file basis:  

  

  

If you found this article useful, please "Like" it using the thumb below, it really helps us to know which articles are the most useful to you!

• Related Articles

• Drag and Drop Options

  In the MyAccount menu in Redbrick PM you can select what happens when you drag and drop files in. The options are; Drop to Current Active Matter - this will just drop into the file you have open at the time. Always drop to a new tab and search. When ...

• Drag and Drop files out of of the Document Screen

  You can easily drag and drop files from the Document screen into email as attachments or to other locations such as your desktop or a folder. Simply highlight one or more documents and drag to another location outside of RPM including dragging them ...

• Creating Folders - Administrators

  Within the Document screen, you can assign documents to one or more folders. This allows you to group related files together, making them easier to find. For example, you might use a Compliance folder for AML and source of funds checks, a ...

• Assigning Tasks

  You can either set up task assignments individually on a matter by matter basis, or to the whole task template, so every time a matter is created that task will already be assigned. Assigning Tasks on a Matter To assign a task to an individual or ...

• No Documents Visible in Documents Screen

  Occasionally you may find that you cannot see documents in the document screen in Redbrick PM. This is usually for one of two reasons. Filters If on another case you were looking for a particular file type, or documents created by a user - Redbrick ...