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 Correspondence  folder for communications, and a Title Documents folder for official copies, deeds, and leases.

Creating/Setting Up Folders

Administrators can set up folders for each matter type by clicking the Options button and selecting Matter Types.

Select the Matter Type, click the + button to expand it, and then choose Folder Options.

Click the green + Add button to create a new folder type for the selected matter type. This will open the New Folder window.

In the Tag box, type the name you want to give the folder, then click OK. The new folder will then appear in the folder list.

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