Rocket Matter Knowledge Base DocumentsHow to upload a folder with Documents.

How to upload a folder with Documents.

Folders can be used in Rocket Matter to organize your Documents.  You can upload folders while you are using Rocket Matter in the CHROME browser only.  Folders cannot be uploaded while you are using alternate browsers (i.e. Firefox, IE, and Safari).  You can download CHROME here.  Folders can be uploaded from two locations: The 'All Documents' section, and the 'Matter Documents' Section. You must locate the folder using the 'Finder' if using a MAC operating system and in 'File explorer' if using a PC.  Following are instructions on how to upload a folder in All Documents:

1.  Click 'Documents' on your Navigation Panel.

1.  Click "Documents" on your Navigation Panel.

2.  Click the Folder Icon.

2.  Click the Folder Icon.

3.  Click 'Upload Folder/Files'.

3.  Click "Upload Folder/Files".

4.  Type in the Client:Matter you wish to upload the folder to.

4.  Type in the Client:Matter you wish you upload the folder to.

5.  Drag and Drop your folder.

5.  Drag and Drop your folder.

Note:  You must Drag-and-drop your folder to the specified area to upload your folder.  Folders must be dragged-and-dropped from 'Finder' or 'File Explorer'.  

6.  After the Folder is uploaded, click 'Done'.

6.  After the Folder is uploaded, click "Done".

7.  View the new Folder.

7.  View the new Folder

The new Folder view can be viewed in one of two locations:

1.  In All Documents view, click in the Client:Matter, and follow the navigation until you view your Folder.

2.  Navigate to the Matter Documents section, and view your folder in the location you placed it.

 

Also view:

How to create a Document Folder

How to move a Document into a Folder

 

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