Bulk Document Folder Creation

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If a matter has already been created and you are integrating with a Document App (Box, CosmoLex, DropBox, Google Drive, LexShare, OneDrive, OneDrive for Business), the folder creation feature allows you to create matter document folders in bulk. You will be able to view a report of all the matter folders created during the process.

Create Document Folders

  1. From the left navigation panel, click Setup.
  2. From  the tabs atop the Setup screen, Click Firm Preferences.
  3. Scroll down to Document Settings.
  4. Beside the default Document App, click on the Create Folder button.

    Only users with add, edit, and delete permissions enabled under Account > User Management > Roles can create folders.

  5. You will get the message, Proceed with caution, this process cannot be reversed. Click Yes.
  6. The system will start creating folders for every matter that is stored in the application. If you already have a folder created for a matter, a duplicate will not be created. System will generate a report in excel format once the process is completed.

    If you change a matter folder name, or matter folder root path, the change will not affect existing matter folders.

Updated on March 20, 2023

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