You can add subfolders to these folders either from the cloud storage or the CosmoLex side, and name them whatever you wish, however, the main matter folder names must remain intact for your information to properly sync.
Example of Folder Syncing Issue
Matter Folder In CosmoLex = “John Smith – Consultation”
Matter Folder In Box, Dropbox, or Onedrive = renamed to “Consultation of John Smith”
Documents will not sync between the matter and folder since they are named differently.
To resolve this issue, you have two options:
Go into your cloud storage account and rename the folder(s) back to their original names (matching exactly as in CosmoLex) Ex: rename “Consultation of John Smith” back to “John Smith – Consultation”
- You can turn your document App sync off, then back on which will create new folders for those matters not syncing. You just need to be sure that in your document storage app, all documents that might have been saved in the renamed folder (“Consultation of John Smith”) are moved to this new, correct folder ( “John Smith – Consultation”)
Also note, that some document storage providers place integration content in a designated area. For example, Dropbox has an “Apps” folder. The CosmoLex folder is created within the Apps folder upon setup. In order for integration/syncing to work properly, the folders must remain in this default location.