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All Files Folders


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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. 

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Best answer by MRHanson 20 July 2022, 17:21

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Userlevel 1

Nevermind--- I figured it out! 

 

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

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

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