Setting Up Folders for Organizing Your Matter Documents (Admin)

In this article:

• Creating Folders for a Matter Type
• Editing and Deleting Folders
• Adding Permissions to Folders

When creating your matter types, an admin can choose which folders will be included for storing documents associated with a matter. These folders will appear on the Documents page automatically every time you create or open a matter. For example, you'd want to organize your documents for conveyancing-type matters differently than you would bankruptcy-type matters. 

WARNING: You cannot create global matter folders across all matters. Default folders can only be created at an individual matter type level.

Creating Folders for a Matter Type

You can create as many default folders as needed for each matter type you support. 

To do this:

1. In Actionstep, go to Admin > Matter Types. 
2. Click Settings for the type of matter you want to adjust.
3. Click Manage next to the Folders option. The Folders page appears.
4. In the Folder name box, enter the name of the folder you want to create.
5. Click the Parent folder drop-down list and choose which folder you want your new folder to be listed under.
6. Click Add. The folder is added below the folder you specified in step 5.
7. Optionally, if you want to add this folder to any existing matters, click on the newly created folder and choose Push to all Actions.
8. Repeat this process for as many folders as needed. You can add subfolders to the new folders you create, as well.

Editing and Deleting Folders

Once you've created folders for a matter type, you can make additional changes, like renaming them, moving them around, and deleting them. 

To do this:

1. In Actionstep, go to Admin > Matter Types. 
2. Click Settings for the type of matter you want to adjust.
3. Click Manage next to the Folders option. The Folders page appears.
4. Select the folder you want to work with and complete any of the following options:
   • To rename the folder, select Rename and enter the New Name. (Click OK when you're finished.)
   • The move the folder to a new location, select Move To and choose the new parent folder from the list of options that appears. 
   • To delete a folder, select Delete. Note that this will not delete the folder (or any of its documents) in any existing matters.

Adding Permissions to Folders

Once you've created a folder for a matter type, you can choose which system roles will have access to it, including how much access they will be granted (i.e., read, write, or delete access).

To do this:

1. In Actionstep, go to Admin > Matter Types.
2. Click Settings for the type of matter you want to adjust.
3. Click Manage next to the Folders option. The Folders page appears.
4. Select the folder you want to assign permissions for and choose Permissions. The Edit Permissions window appears.
5. Review the System Roles and select or clear the options in the Read, Write, and Delete columns, depending on whether you want that role to be able to perform that action.
6. Click Save when you are finished assigning permissions. 

Related Articles:

• Creating and Editing a Matter Type
• Matter Types Overview
• System Preferences - Matter Types