Creating and editing a case folder

Folders are used in to keep data organized.  Folders can be created for clients, attorneys, Practice Areas, etc.  In the CASES section you can view the list of folders you've created as well as the folders to which you have been granted access.

Creating a case folder

  1. In the left navigation menu on the Home Page click on CASES.
  2. Then click on the text New folder in the top left next to the + icon.
  3. Type the name of the folder you want to create.
  4. Press the enter key to create the folder.


Renaming a case folder

  1. Click the  icon near the folder you want to rename.
  2. Select Rename.
  3. Erase the text and enter a new name.
  4. Click the Save buttin or Enter on your keyboard.