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:

If you have PM Plus, you will also have an email folder, where you can automatically bring emails into your files by including the intake email address.

It is possible to change the default folders that are created for each matter by following these steps:

1. Click the Settings link off the Gear icon. Please note: Only account admins can enter the settings.
2. Select the Files tab.
3. Go to to the Default Matter Folders section. Add, remove, or replace whatever folder names you want. Separate them with commas and no spaces between each entry. 
4. When you are finished, click Save. 

Moving forward, any new matters added to the system will use the new folder structure. However, this does not apply to existing matter folders. You will need to force the update to one or more matters by following these steps to apply the new folder structure to existing matter folders:

1. Go to the Matters module.
2. Select the Matter(s) for which you wish to change the folders. (Optional) you may filter your matters to only show the matters you want to change and click the Select All box at the top of the records. If you want to apply the new folder changes to all your matters, select 1000 items/page in the Change View section and click the Select All box to select all the records. if you have more than 1000 matters, click the dropdown at the top middle of the page to go to page 2 and repeat for each page of 1000 matters. 
3. Click the Create Default Folders button to apply the changes. Please note: This does not delete existing folders, but only adds new ones.