Creating a folder structure for a specific practice area allows you to create an organized repository for storing documents. The created folders will be available within any case created in that practice area.
Creating a folder structure
- Enter the ADMINISTRATION section of the main menu.
- Select PRACTICE AREAS.
- Create a new practice area or select the existing one.
- Click the Folders tab.
- Click on the Add Folder button.
- Enter the name of the folder and press the Enter button on the computer keyboard.
- Click on the folder name.
- Click on the Add Folder button.
- Enter the name of the folder and press the Enter button on the computer keyboard.
- Click on the Save button in the lower right corner of the screen.
- Now when you create a file on the Documents tab, this folder structure will be displayed.
Renaming a folder
- Enter the ADMINISTRATION section of the main menu.
- Select PRACTICE AREAS.
- From the list, select a practice area.
- Click the Folders tab.
- Click on the ⋮ icon next to the name of the desired folder.
- Select Rename folder.
- Enter a new name and press the Enter button on the computer keyboard.
- Click on the Save button in the lower right corner of the screen.
Deleting a folder
- Enter the ADMINISTRATION section of the main menu.
- Select PRACTICE AREAS.
- From the list, select a practice area.
- Click the Folders tab.
- Click on the ⋮ icon next to the name of the desired folder.
- Select Delete.
- Confirm the action by clicking the Delete button.
- Click the Save button in the lower right corner of the screen.