Before you begin: Please note that permissions to your access profile may be required to perform the following steps. We invite you to validate your access with your software administrator.
20.22.28
Quick creation of root directories and subdirectories directly through the left pane of the 360 documents window of a matter.
A small " + " is present on the right of the title DIRECTORIES to create root directories
A small " + ", visible by dragging the mouse, is present to the right of the directories to create sub-directories
Step 1: Go to the matter where you want to add a directory to manage your documents.
Step 2: Click on the <Documents> menu located on the left side of the screen
Step 3: Click on the directory management button in the upper right corner of the application
Step 4: Once in the directory management window, click on the <Add> icon and select "New Root Directory".
Step 5: Enter the name of your new directory. In the example below, the directory has been named "Invoicing". Once done, click on the green check mark
Step 6: You can now add documents to your new directory
