Creating a folder structure

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

  1. Enter the ADMINISTRATION section of the main menu.
  2. Select PRACTICE AREAS.
  3. Create a new practice area or select the existing one.
  4. Click the Folders tab.
  5. Click on the Add Folder button.
  6. Enter the name of the folder and press the Enter button on the computer keyboard.
  7. Click on the folder name.
  8. Click on the Add Folder button.
  9. Enter the name of the folder and press the Enter button on the computer keyboard.
  10. Click on the Save button in the lower right corner of the screen.
  11. Now when you create a file on the Documents tab, this folder structure will be displayed.

    Creating_a_folder_structure.gif

Renaming a folder

  1. Enter the ADMINISTRATION section of the main menu.
  2. Select PRACTICE AREAS.
  3. From the list, select a practice area.
  4. Click the Folders tab.
  5. Click on the icon next to the name of the desired folder.
  6. Select Rename folder.
  7. Enter a new name and press the Enter button on the computer keyboard.
  8. Click on the Save button in the lower right corner of the screen.

    Creating_a_folder_structure_2.gif

Deleting a folder

  1. Enter the ADMINISTRATION section of the main menu.
  2. Select PRACTICE AREAS.
  3. From the list, select a practice area.
  4. Click the Folders tab.
  5. Click on the icon next to the name of the desired folder.
  6. Select Delete.
  7. Confirm the action by clicking the Delete button.
  8. Click the Save button in the lower right corner of the screen.

    Creating_a_folder_structure_3.gif