Rocket Matter Knowledge Base DocumentsHow to create a Document folder.

How to create a Document folder.

Document Folders are used to organize documents.  Folders can be created in either the 'All Documents' section, or in 'Matter Documents'.  Following are instructions on creating a folder in 'All Documents':

1.  Navigate to Documents.

1.  Navigate to Documents.

2.  Click the folder icon.

2.  Click the folder icon.

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

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

4.  Click "Done".

4.  Click "Done".

5.  Folder will now appear in Matter Documents section.

Also view:

How to move a document to a folder.

 

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