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Document folders can be created within each case. Folders can be used to characterize the nature or type of a document, to make it easier to locate. Note that folders are used for viewing purposes only; no actual folders are created on the user's or network drive.
Folders (called "System Folders") can be created by the firm's SmartAdvocate Admin, in which case they will be available for all users in every case. Folders (called "User Folders") can also be created by each user. User Folders will only be available to the specific user who created it, and only in the case in which the folder was created. Documents placed in a System Folder by any user will be visible in that folder for all users. Documents placed in a User Folder will only be visible in that folder to the individual who placed it in the folder, even if other users have created identical User Folders in their system.
To view documents in their Folders, click on the Display Folders checkbox.folder view button
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Double Click on the folder to see a list of the documents in that folder, which populates in the left side column. To place a document in a folder, or to move the document from one folder to another, right click on the document or click on the action icon. In the dropdown, click on Send to Folder.
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A panel will open that will allow you to either create a new folder (by simply typing the name of the new folder) or select one of the folders available in that case (both User and System Folders will be listed). Click on Update to move the document to the folder.
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Document folders can also be chosen when generating a document from a template.
Preview Pane
This area allows you to view the contents of a document without actually opening it. You can change the relative size of the preview pane and the table of documents by dragging the border between them to a point of your choosing. Most files will be visible in the preview pane, but not all file extensions are supported. Additionally, different files are handled slightly differently by the preview pane. Image files will automatically scale to be as large as possible while fitting entirely inside the pane. The text in text-based documents will shift to fit horizontally in the pane, though this may cause a need to scroll vertically; images embedded in text-based documents will not be scaled at all, so it may be necessary to scroll vertically or horizontally to see them in their entirety. PDF documents will not be scaled at all.
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