Documents Folders

Managing your documents in a File Explorer view helps you control your document types and versions more easily and in a way that is user-friendly to the end user.

Each matter type adopts the standard template folder structure but when the transaction is being processed the user can create their own sub-folders inside the matter. Views permit a "top-level" view across all folders, documents can be moved from one folder to another.  All of this tooling helps you manage the documents more effectively and mirrors the way you organise your paper file!