How to Add Folders Manually to a Matter

Customising the document structure within a specific matter allows you to organise correspondence and other files in a way which suits the needs of your current case. This guide details the process for manually creating and managing folders within a matter’s Correspondence tab.

Best Practice Note

While this guide focuses on manual creation, the recommended best practice is to ask your Admin to configure default folders for specific Case Types within the Configuration section of the site. When preset in this way, these folders will automatically appear in the Correspondence tab for all new matters which are assigned that specific Case Type.

Adding a New Folder

1. Navigate to the required Matter summary page.

2. Click the Correspondence tab located beneath the matter's name in the centre of the screen.

3. In the left-hand panel, under the Folders section, click the Add button, which has a plus sign to the left of it.

1. From the menu which appears, select Folder.

2. A pop-up window titled Add New Folder will appear. Enter the desired name for the folder into the text field.

1. Click the Add button within the pop-up window.

   1. The new folder will appear in the list under Folders, and a confirmation message of "Folder created successfully!" will briefly display in the upper-right corner.

Managing an Existing Folder

Once a folder has been created, you can move, rename, or delete it, as well as use it to generate a precedent.

1. Locate the folder you wish to manage in the Folders list on the left-hand side.

2. Hover over the folder name and click the three dots menu (...) which appears on the right of the folder name.

1. Select the required action from the menu, which includes:

• Generate Precedent

• Send Email

• Rename

• Move

1. Follow any subsequent on-screen instructions to complete the action (e.g., entering a new name for Rename or selecting a new location for Move).