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Editing Folder Information

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Edit folders from within a matter or from the File Room.

 

Edit Folders from a Matter

  1. Click the linked name of the folders_icon folder. Editable information fields for the folder appear.
  2. 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 green circle target icon icon indicates that the data has been saved automatically.

edit folder matter

Edit Folders from the File Room

  1. Go to the Folders tab and click on the folders_icon icon of the desired folder. You can also click the folders_icon from inside a file selected in the Redwells tab.    
  2. Update fields for the file.
  3. Click Save.

Editing a Folder in the File Room

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