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.

Step 1: Click on the Admin menu at the bottom left of the window

Step 2: Click on the Default Directories tile

Step 3: Once in the default directory management window, click on the "+" icon and select New Root Directory.

Step 4: 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

Following the example above, the Invoicing directory will now be available for all your matters.