Changing the Default Matter Folders

AppColl automatically creates a sub folder for each new matter created in AppColl. The sub folder, named after the AttorneyRef, is placed under the client folder. Each matter folder has four default sub-folders named:

It is possible to change the default folders that are created for each matter by following these steps:
  1. Click the Settings link in the upper right corner of any screen. Please note: only account admins can enter the settings.
  2. Scroll down to the Default Matter Folder section.
  3. Add, remove or replace whatever folder names you want. Separate them with commas and no spaces between each entry.
  4. Click the "Set default matter folders" button.
Moving forward, any new matters added to the system will use the new folder structure. However, this does not apply to existing matter folders. However, you can force the update to one or more matters by following these steps:
  1. From the Matters module, check the checkbox next to each matter you wish to change the folders.
  2. (Optional) Filter your matters to only show the matters you want to change, such as client. Now you can select the checkbox at the top of the page to highlight all matters meeting this criteria.
  3. Click the Create Default Folders button to apply the changes. Please Note: This does not delete existing folders, but only adds new ones.
  4. (Optional) If you want to apply the new folders changes to all your matters, select 1000 items/page in the Change View section of the Matters module. Click the checkbox at the top to select all matters and click the button. If you have more than 1000 matters, click the drop down at the top middle of the page to go to page 2. Repeat for each page of 1000 matters.




 

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