Creating a folder for a matter brings structure and organization to your document trail. So, when you anticipate or have already shared lots of different types of files with a client, creating a folder makes so much sense as it enables the quick location of shared files.

Creating a folder under a matter

To add a folder to a matter:

  1. Go to Matters, then open the desired client matter

  2. Navigate to the Files tab, then click the folder icon

  3. Enter the folder's name, then tap Create

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