Document Browser Default Folder Structures

You can define a default folder structure for each Matter Type such that upon creation of a Matter with that Matter Type your default folder structure automatically appears in the Document Browser. This will help with maintaining consistency in the way your files are saved for Matters of the same Matter Type.

To set a default folder structure for a matter type:

To set a default folder structure for a matter type:

1. Browse the Document Settings Page
2. Click on Document Browser
3. Click on Edit browser next to the Matter Type you wish to customize
4. In the page that appears, create your folder structure as you would for a sample matter
5. Once done, every matter created with that Matter Type will have this folder structure by default in its Firm Browser