Organizing your automation into folders can greatly enhance coordination and structure within your processes. You have the flexibility to group workflows by practice areas, frequency of use, or any other criteria that suit your needs.
You can also organize intake forms, document templates, email templates, and e-sign templates into folders based on your usage.
Steps to Create Automation Folders
Go to
Automationon the left.Under
Workflows, click on+ Create Folder.
Enter a name for the folder under
Type a folder nameand click onCreate.Repeat the process to create multiple folders.
Note: You can create multiple folders, as well as sub-folders within existing folders. Always review the folder path to ensure clarity and proper organization. This system works much like the folder structure on your personal computer.
Tip: You can manage your folders at any time from this section. Simply click the Ellipsis (⋯) button next to a folder to access the following options:
Rename – Change the folder name.
Move – Change the folder’s location within the folder structure.
Remove – Delete the folder.
Important: Deleting a folder will also automatically delete all files contained within it, so proceed with caution.
Moving an Automation Workflow to a Folder
Drag and drop the desired workflow into the folder.
Alternatively, locate the desired workflow and hover on it.
Click on the
Ellipsisbutton and selectMove to.Select the desired folder and click on
Moveto complete the process
You may follow this process to move the Automation Workflows between folders.
Removing an Automation Workflow from a Folder
Removing automation from a folder permanently deletes the automation and all its associated details from your Lawcus account. To remove automation from a folder, follow these steps:
Go to
Automationsand underWorkflowslocate the desired folder and click on it.Hover on it and click on the
Ellipsisbutton.Select
Remove. In the next window, confirm the removal by clickingYes, remove it.
Use this option to delete any automation workflow with or without a folder. You can also delete an entire folder with a similar process.