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All Files Folders


MRHanson

How can I modify an existing template to modify the folders within the “All Files”/Document folders? I would like to be able to open case and have the folders automatically create subfolders such as pleadings, orders, correspondence, etc. 

Best answer by MRHanson

Nevermind--- I figured it out! 

 

This was helpful: https://support.smokeball.com/hc/en-us/articles/5911517818007-Default-Document-Folders

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MRHanson
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  • July 20, 2022

zac.meyer
Smokeball Team
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  • July 20, 2022

If you haven’t checked out the Relevant URL section in Matter Configuration as well, take a look=) 


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