Folders
Folder management lives in the Library. To organize a Matter's documents into folders, click View all documents → on the Matter to open the Library scoped to that Matter.
Create a folder
Open the parent folder
Click the parent folder in the sidebar.
Click New Folder
The button sits in the toolbar.
Name the folder
Type the name and press Enter.
Move documents
Documents can be moved between folders by drag and drop, by right-click → Move, or by selecting multiple rows and using the batch action bar.
Moving a document changes its Location in the Source column. It does not affect any Matters the document is linked to — Matter linkage is independent of folder placement.
Folder groups
The top-level groups are fixed: Favorites, Client Folders, Matter Folders, General Folders. Inside each group, organizations can create folders and sub-folders.
Folder color coding
Folder icons use color-coded flags so the category is recognizable at a glance:
| Group | Flag color |
|---|---|
| Client Folders | Green |
| Matter Folders | Purple |
| General Folders | No color |
The color is on the folder flag only, not the entire icon.
Configurable group labels
Organization admins can rename the top-level group labels (Client Folders, Matter Folders, General Folders) to match the firm's vocabulary, under Admin Settings → Organization Settings → Library Folder Labels. The new labels apply across every Library in the organization; existing folders are unaffected.