In CARET Legal you can customize your default folder structures to a particular Practice Area in both your Notes and Documents sections to help keep you organized.
To create your default folder structures:
Click the down arrow in the top menu bar and select Firm Settings from the drop-down menu.
Click Documents & Notes to expand the navigation menu and select Default Folders.
Click on the Practice Area you would like to create or edit.
Right-click the root folder to create a new subfolder.
- Then right-click the subfolder to display a drop-down list that allows you to Create a folder within the folder, Rename it, or Delete the folder.
|The default folder structure is now created for new Matters associated with the Practice Area. However, pre-existing matters will not be updated.|
Article is closed for comments.