Tip #176 - How to Create Case Specific Document Folders

Some new, or even current SmartAdvocate users may not realize this, but you can create your own case-specific document folders. It’s convenient, plus a great way to stay organized. Document Folders can be used to keep a reference to existing documents in groups such as “Trial Documents,” “Exchanged Documents,” “Discovery Demands,” “Discovery Responses,” etc.

Here’s How:

1. Right-click on a document

2. Select the “Send to Folder” option

3. Enter the name of the folder, such as “Trial Documents”

4. Click “Update”

 
To add documents to an existing folder, repeat steps 1 and 2 above, leave the “New Folder” field blank, and select the “Existing Folder” option in step 3.

To display a list of folders created as outlined above, simply check the box for “Display Folders” (See Figure 1). Keep in mind that the “Folder” option does not create a copy or duplicate of the documents listed on the documents page, but rather just a “reference” or “pointer” to these documents. So, if the document is deleted from the regular documents page, all references to the document will be removed from the folder as well. Also, Folders are case-specific and are not created globally.

Incidentally, grouping by columns remains as a feature on the Documents Page. Here a grouping by Document Category or Sub-Category, for example, will display documents in those respective lists currently in that case file. To group by a column, simply drag the respective column to the location on the document page with the label “Drag a column header here to group by that column” (top left corner of the document page).

Here are examples of a Documents Page with documents grouped by Sub- Category (Figure 2) and the same documents page without any grouping (Figure 3):