Edit folders from within a matter or from the File Room.
Edit Folders from a Matter
- Click the linked name of the folder. Editable information fields for the folder appear.
- Update fields for the file. Use the Tab button on your keyboard to move to the next text box. If a change has been made, the icon indicates that the data has been saved automatically.
Edit Folders from the File Room
- Go to the Folders tab and click on the icon of the desired folder. You can also click the from inside a file selected in the Redwells tab.
- Update fields for the file.
- Click Save.