How do I Add Folders for My Documents?

  • Updated
CARET Legal's document manager allows you to keep all of your documents organized and separated by adding folders and subfolders. 
  1. Navigate to the Matters section and click on a Matter No link to open the Matter details, then click on the Documents tab.

  2. If you are in the designated Documents section select the Matter. 

  3. On the left side, right click on the folder you would like to make a subfolder for and click Create from the menu.

  4. Enter a name for the new subfolder.


Was this article helpful?

0 out of 0 found this helpful