How do I create Folder Structures for Documents and Notes?

  • Updated
In CARET Legal you can customize your default folder structures to a particular Practice Area in both your Notes and Documents sections to help keep you organized.
To create your default folder structures:
  1. Select Firm Settings from the drop-down menu beside your avatar.


  2. Click Documents & Notes from the menu bar and select Default Folders from the expanded menu.

  3. Click on the Practice Area you would like to create or edit. 

  4. Right-click the root folder to create a new subfolder.

  5. Then right-click the subfolder to display a drop-down list that allows you to Create a folder within the folder, Rename it, or Delete the folder.

The default folder structure is now created for new Matters associated with the Practice Area. However, pre-existing Matters will not be updated.


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