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. Open the Cases section.
  2. In the sidebar on the left, place the cursor in the New folder line.
  3. Specify the name of the folder.
  4. Click on the Add button.


Create subfolders

  1. Open the Cases section.
  2. Click on the  icon next to the folder to which you want to add levels.
  3. Click Add subfolder.
  4. Enter a name.
  5. Click on the Add button.


Renaming a case folder or sunfolder

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