Navigating the Views

When flex folders are configured, your DM administrator can select to show the top node’s view name. For example, in a legal environment, a flex folder might be named “Legal View”. The All Clients and Matters, Recent Clients and Matters, and My Subscriptions nodes appear under this top node.

You can navigate and browse flex folders in the Flex Folders expandable pane tree view. When you select a value in the tree view, the items contained within appear in the search results pane. Click an item’s arrow to expand it in the tree view. Folders representing document types appear beneath the expanded matter.

Documents only appear in the folder structure when a search object has been specified for that level. Your DM administrator configures which search objects are available in the flex folder.

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