Rocket Matter Knowledge Base DocumentsHow to create a Document folder.

How to create a Document folder.

Document folders are used to organize your Documents in Rocket Matter. Folders can be created in one of two sections: 'Documents' or 'Matter Documents'. The following instructions show you how to create a folder from the 'Documents' section.

1. Select 'Documents' from the left-hand navigation panel.

1.  Navigate to Documents.

2. Click the 'folder' icon.

2.  Click the folder icon.

3. Enter the 'Client : Matter' and 'Folder Name'.

3.  Fill in the 'Client : Matter' and 'Folder Name'.

4. Then, click 'Done'.

4.  Click "Done".

The folder will now appear in 'Matter Documents' section.

Also view:  How to move a Document to a folder.

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