Tip #264 - You Can Display Case Documents in a Folder View with Multilevel Sub-Folders

The most recent version of SmartAdvocate supports a folder view for documents, with multilevel sub-folders. If a document is assigned to a folder (using document properties) the document will be displayed in the assigned folder when the folder view is selected.

To be able to see a document in a folder (i.e., to use the folder view) the document must first be assigned to the folder.

Here are the steps to assign an Existing Document to a folder:

1. Right-Click on the document

2. Click Edit Properties

3. Enter the folder name in the space for “Folder” on the Edit Properties Page

4. Click the “Save” button when finished

If you want to assign a document to a folder while the document is being uploaded (attached), follow steps 3 and 4 above when the “Add New Document(s)” page appears.

To display document folders, click the “Folder” tab at the top of the Documents Page.

A backslash in the folder name when creating the folder will be interpreted as a subfolder. For example, if you are adding a document to a folder and the folder name (see step 3 above) is entered as “One\Two\Three”, the document will be shown in sub folder “Three”. In this example, folder “Three” will be a sub-folder of “Two” and sub-folder “Two” will be a sub-folder of “One”.

If documents are displayed on the Documents Page in the folder view, you simply double click on a folder to display the sub-folders below.