Overview

In Docketwise, it is easier than ever to keep your uploaded files organized by using folders. Folders can be made and assigned according to the following parameters:

  • Unassigned (not related to a contact or matter)

  • Assigned to a specific contact

  • Assigned to a specific matter

In addition, sub-folders can be made for any folder within Docketwise.

Contents:

  1. Creating Folders

  2. Creating a Subfolder

  3. Uploading a File to a Folder

  4. Assigning an Existing File or Folder to a Contact, Matter, and/or Folder


Creating Folders within Docketwise

To get started, you will have to create a folder. This can be done in the (A) Files Dashboard or under the Files tab of a specific (B) Contact or (C) Matter.

If you create a folder through the Files tab of a specific Contact or Matter, the folder will automatically be assigned to the Matter and/or Contact.

From whichever environment you choose to create a new folder, you will start by clicking the + New ▼ button and choosing the Folder option.

After selecting the option to create a new folder, you will be prompted to fill out some basic information about the folder:

  1. Name of the folder

  2. Contact associated with the folder (optional)

  3. Matter associated with the folder (optional, requires the matter's primary contact to be the assigned contact)

After filling in the appropriate information, click the Create Folder button to create your folder.


Creating a Subfolder

Once you have created a folder, you are now able to create subfolders within that folder! To get started, you will want to navigate to open the folder where you would like to add subfolders.

After opening the folder in which you would like to create a subfolder, you will click the + New ▼ button and indicate the title of the subfolder being created. After filling out the title, click the Create Folder button to create your subfolder.


Uploading a File to a Folder

When uploading a file to Docketwise, you are able to assign it to a specific folder and there are 2 ways to do so:

  1. Clicking the + New ▼ button from within the folder you would like to upload the file:

  2. Clicking the Create New button and selecting File (note: this function does not allow files to be saved to subfolders):


Assigning an Existing File or Folder to a Contact, Matter, and/or Folder

In order to assign an existing file or folder to a Contact, Matter, and/or Folder, you will want to select the checkbox for the file and click the More Actions ▼ button.

After clicking on the More Actions ▼ button, you can indicate:

  1. Contact to which to save the file/folder

  2. Matter to which to save the file/folder (requires the matter's primary contact to be the assigned contact)

  3. Folder to which to save the file/folder (requires that matter or contact to be specified if the specific folder is associated

After indicating the desired location/assignments, click the Update button to have your changes saved.

Did this answer your question?