Placing documents in tabs allows quick access when working on a project. Our document folders now make absolute organization of these documents a possibility. You can separate correspondence from letters of rep, store all court documents in one organized folder, and organize client communication from communication with insurance companies; the possibilities are endless.
Folders coupled with Hashtags make Filevine the perfect document storage tool. This article will introduce you to how to create Trunk Folders, Subfolders, and how to organize your documents into those folders.
Creating the Trunk, or main, folder.
Step 1: Go to the Docs Tab.
Step 2: In the top right-hand corner, select the three-vertical dot drop-down menu. From the drop-down menu, select +New Folder.
Step 3: After selecting +New Folder, a text bar will appear where you can name and create your folder.
Now that you have created the trunk (main) folder. You can add an extra element of organization using subfolders.
Step 1: Select the trunk folder that you want to add a subfolder to.
Step 2: Select the vertical dot dropdown in the top left corner and select +New Folder.
Step 3: Name and create your subfolder.
There is no limit to the number of subfolders that can be created.
Adding Documents to Folders
Now that you have created your folders, it is time to organize your documents. There are two ways to do this. The first way is to organize them in the docs tab. The second way is to organize them from the various tabs you use to store your documents.
First, Let’s cover Organizing Docs from the Docs tab.
Step 1: Select the vertical dot dropdown on the far-right side of the document you would like to place in a folder.
Step 2: From the drop-down, select
Step 3: This will open up your list of Folders. Select the trunk folder you would like to place it in. This will open up the list of subfolders for you to place the document neatly into its correct home.
Organizing Docs from Other Tabs
You can also move documents from the various tabs that you upload them to, including the Activity tab.
Step 1: Find the document in the tab that you want to organize. Select the down-facing arrow next to the document.
Step 2: From the drop-down, select Move. This will bring up the list of folders for you to place the document in the correct place.
Deleting a Folder or Sub-Folder
To remove a folder or sub-folder from your Docs Tab, move/remove the existing documents in the existing folder or sub-folder. You are then able to delete the desired folder.