This article explains how to edit folder settings within a matter in Disclosure Ready.
Watch the following video or refer to instructions below.
Accessing folder settings
- Open the matter and click the Setup tab at the top
- Select Folders from the left-hand panel
Adding a new folder
- Click your party’s name and then click New Folder
- Enter the folder name
- Choose how you would like documents in the folder to be sorted — either manually or by date
Reordering folders
Drag and drop folders using the three lines icon on the left to reorder them. Folders will be renumbered automatically based on the new sequence.
Deleting a folder
Click the X on the right-hand side of any folder you no longer need to delete.
For further information or assistance, please do not hesitate to reach out to our dedicated Support Team via support@legalready.ai or +61 3 9020 4456.