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How to organize your matter files using folders
How to organize your matter files using folders

Organise your matter documents into folders

Maninder Kaur avatar
Written by Maninder Kaur
Updated over a week ago

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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