Folder tab

The matter’s Folder tab provides a single location to generate and find any correspondence related to the matter. This includes:

• Documents
• Emails
• SMS Messages
• Form Completions
• Notes and Phone Calls

Generating Correspondence

Select + New or the relevant icon at the top of the folder to generate:

• ​Document - Select a document template to be saved back to the matter.
• ​Form - Select a form to be completed within the matter.
• Email - Select or create a new email template to be sent from the matter.
• SMS - Select or create a new SMS template to be sent from the matter.
• ​Note - Create a note to be stored on the matter.
• Phone Call - Log a phone call associated with the matter.

On the right hand side of the Folder, you have the the ability to:

• Attach - Add files from your device to the matter.
• ​Merge - Combine multiple documents into a single PDF file.
• Trash - Send item to the Folder’s Trash Can.

Finding Correspondence

Any items saved to the Folder tab will be available to view, ordered by those most recently added.

Note

The 100 most recent items will be initially displayed. Select ‘Get More’ to view further items.

Tip

Pin items to fix them to the top of your Folder list.

Use the search bar to look up specific items within the Folder.

The left hand menu allows you to filter by:

• Unlabelled - Items that have no labels applied.
• Review Required - Items that have a review assigned against them.
• Type - The type of item on the matter:
  • Emails

  Tip

  Choose to filter by all emails or those that contain a particular stakeholder on the matter.

  Note

  Only stakeholders that are involved in email correspondence will be available within these filters.

  • Files
  • Form Completions

  Note

  Only form submissions from our latest Form Builder will show within this filter.

  • Notes & Phone Calls
  • SMS
• ​Labels - Items that have that label applied.

Tip

Only labels that have been used on the matter will be displayed, sorted by most recently used.

• Trash - Items that have been moved to the matter’s Trash Can.

Actions

The following actions can be performed on items saved within the Folder tab:

Note

Some options will only be available for specific types of items.

• Select an email or document to display a preview of the correspondence.
• Select the pin icon to fix the item to the top of the Folder tab.

Tip

Pinned items will be arranged by the date the item was created/added to the Folder.

• Select the label icon to apply up to 3 labels to the item.

• Select the download icon to obtain a copy of the correspondence on your device.

• The ’…’ icon contains the following options:

  • Open in popout - Opens the item in a popout window.
  • Open in a new tab - Opens the item in a new browser tab

  Tip

  Use this to easily view multiple items across different screens.

  • Items can also be opened in a new tab through the following actions:
    • Hold the Ctrl key on your keyboard while clicking on the item within the Folder tab
    • Hover over the item within the Folder tab and click your mouse scroll wheel
    • Right click on the item within the Folder tab and ‘open in new tab’
  • Resubmit - Recomplete a form submission within the matter.

  Note

  This action is only available for forms using our latest Form Builder.

  • Download - Downloads the item onto your device.
  • ​Assign for Review - Select a staff member to review the item.
  • Duplicate as PDF - Convert a Word file to a PDF document.
  • Extract Data - Easily identify and save information from the item to the matter.
  • Interrogate with AI- Obtain help with the item.
  • Rename - Allows you to rename the item.
  • Move to trash - Moves the item to the folder’s Trash Can

  Tip

  This removes the item from the main Folder but it can still be restored if needed.