New Folder Creation: 

1. Navigate to the Collaboration tab on the Matter Profile

2. Select the Documents option

3. Click the Add Folder button:

4. Add the Folder Name in the Pop-up window:

5. Click Save

Folder Structure: 

1. Main Repository contains standalone documents

2. Additional folders have a single layered folder structure

3. Download the documents, move and/or create a New Folder

4. Click the document link to open the document profile

5. Add a summary while upload a document or while editing the document data

6. Summary fields are searchable

Folder Level Actions: 

1. Add Document to the folder

2. Rename the folder

3. Delete the folder

4. Download All documents included in the folder

Document Level Actions: 

1. Moved documents to a different folder

2. Create a New Folder

3. Delete documents