Skip to main content

My boss wants to have just emails under the Email tab in each matter, but all of our folders for the matter show up there as well. Why is that? Is there a way to have the folders show up just under the Documents tab and not under every other tab as well?

Hello ​@JSR600 

There is an email filter button for the documents section which will still include folders.  Many firms choose to move their email into folders.  You can choose to temporarily strip all files out of folders so you don’t see them or use the email tab on the matter.

 


Reply