Use Folders with Documents and Contracts
Folders can be created to organize large volumes of documents and/or contracts under
Documents
for each matter.note
Tracker supports only one tier of folders.
Move a document or contract to a folder
By default, all existing documents are stored in the
Unfiled
folder. A document or contract can be moved to a folder or from one folder to a nother.To move a document or contract to a specific folder or from one folder to another folder:
- Access the applicable matter.
- ClickDocuments.
- Double-click the document or contract name.
- ClickEdit.
- Select the folder you want to move the document or contract to from theFolderdrop-down list.noteIf the folder you want to use is not listed in the drop-down list, contact your client's Tracker Coordinator to request that the document folder be added to the Folder drop-down list.
- ClickSave & Close.