Searching Case Documents Folder Structure
Within Search Case Documents, documents are separated into folders according to the tags that were used on documents within the case. To view all of the documents within a tag, simply click on the tag name and a list of documents will expand.
Documents that only have the Document
tag will not
appear within a folder and are listed below the last folder. At any point, you can add a document into a folder or create a new folder by tagging
it with an existing tag. If none of the tags in the list fit your needs, ask your firm administrator to add a new tag
into the firm's account.
If a document has more than one tag, not including the default Document tag, it will appear under each tag’s folder. For example, say that you have a document named “client_report” that has the tags “Medical Report” and “Subpoena Record.” This document will then appear under the folders “Medical Report” and “Subpoena Record.”
Note Seeing a document in multiple folders does not mean there are duplicates. Using the same example as above, if you click open both folders and select "client_report", you will notice that the document will be highlighted within both folders. This is an indicator that they are the same document. It is more apparent when adding new tags to documents. Upon adding and saving new tags to a document, all folders containing it will expand and the document will be highlighted.