Using folder templates, you can automatically add standard folders and files to your new matters and contracts.
This enables the automatic organization of your Files tab without the need for manually adding your preferred folders and files to each individual matter or contract.
In this article:
How to create folder templates
Folder templates for both matters and contracts can be created by clicking on the Settings icon and going to Matter management or Contract management.
To create matter folder templates, click on Matter management settings. Go to Matter types.
Click on the desired matter type and navigate to the Folder templates tab to create new folders.
Name the folder and click the Create button.
Every time a matter of that matter type is created, a default 'Emails' folder will appear under the Files tab of that matter.
Follow the same process when creating and editing folder templates within contracts.
How to add files to folder templates
Once you create the folder, add files by dragging and dropping them from your desktop to LawVu. These folders and files will appear in any new matters you add to this matter type by default.
You can upload a new version, move, tag, rename, and delete the files by clicking on the ellipsis menu on the file.
Click here to learn more about tags.
Renaming and deleting folders
To rename or delete folders, go to Folder templates under Matter management and click on the three-dot ellipsis button.