Creating Ad-Hoc Folders

If your DM administrator has enabled the ability for you to create “ad-hoc” folders, you can create your own folders in the flex folder structure. Ad-hoc folders can be enabled on the client level, matter level, and/or enumeration levels. Depending on what your DM administrator has configured, this option might not be available in some or all levels. Ad-hoc folders use the DM folder structure and become part of the flex folder structure. Ad-hoc folders have a profile with metadata just like any other document in DM. The metadata is used to determine where the folder should appear in the flex folder structure. An ad-hoc folder created in a flex folder can be placed on any level of the flex folder structure (depending on the configuration).

To create a folder from a flex folder:

  1. Expand the flex folder node and locate the client or matter to which you want to add a folder.

  2. Hover your cursor over the client/matter name; when the pop-up menu appears, select Add New >> Folder.

  3. The Add Folder dialog box appears with the document profile form. Notice that the client and/or matter field(s) appear populated. Complete the profile form fields.

  4. If you want the folder to be available to all users, select the Public Folder check box.

  5. Click OK.

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