About EasyFolders

• EasyFolders allow users to create subfolders within matters, under the default folders
  • i.e - A Discovery folder when the matter was made can have subfolders to help better organize different types of Discovery
  • Users must have permission based on the security of the matter in order to make these folders.

Creating a SubFolder using EasyFolders

1. While in a Client Matter in Outlook, right click on a matter folder.

2. Hover over New.

3. Choose Document Folder.

***If EasyFolders is now shown at the top or "new Folder" option is grayed out, you most likely need to re-install the app.

4. A window will appear. Enter in the Name of the subfolder. You can also enter in a Description (optional).

5. Click OK.

6. You will now see that a subfolder is listed under the matter folder.

Deleting a SubFolder using EasyFolders

1. While in a Client Matter in Outlook, right click on a matter folder.

2. Click Delete.

Note: Deleting this subfolder will delete this for everyone that uses this matter. Delete with caution.

Questions? Contact Us!

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