Creating a Folder System

Folders allow you to organize your work by attorney, by case, by project or by client.   You can also set permissions to folders as an added layer of privacy.  You can view all folders you’ve created and, also the ones that your co-workers may have given you access to.

Creating a Folder

  1. From the Main Menu click on CASES.
  2. In the left-hand panel click on + New folder.
  3. Type the new name for the folder and press <Enter>.
  4. To rename a folder, double click its name to select text.
  5. Erase the text and enter the new name.


Adding Share Permission to a Folder

  1. From the Main Menu click on CASES.
  2. Select the folder you want to apply permissions to.
  3. Click on the ellipse '•••' in the top right panel.

    Note:  In the program an ellipse'•••' (either vertical or horizontal) is used inidcate that there are more options available.

  4. Select “Shared access to the folder.”
  5. Then, add the new user by entering name or email address.
  6. Set the access level appropriately.

    Partial View

  7. Press SAVE.
  8. To deny access to the folder click on the ellipse '•••' next to name of the user and select Delete.


Deleting a Folder

Note:  A folder must be empty to be deleted and after deleting it cannot be recovered.

  1. From the Main Menu click on CASES.
  2. Click on the folder to delete.
  3. Click on ellipse '•••' on top right hand panel and select Delete. When prompted confirm you want the folder deleted.


Articles in this section