Placing documents in sections 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 Section.
Step 2: Righ below the search bar, click on the project name and from the dropdown 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: Click on that folder name next to the project name and select "+ New Folder" from the dropdown.
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 section. The second way is to organize them from the various sections you use to store your documents.
First, Let’s cover Organizing Docs from the Docs Section.
Step 1: Select the document and then click on vertical dot dropdown on the top right corner.
Step 2: From the drop-down, select "Move."
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 Sections
You can also move documents from the various sections that you upload them to, including the Activity Section.
Step 1: Find the document in the section 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 Section, move/remove the existing documents in the existing folder or sub-folder. You are then able to delete the desired folder.