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Organizing matter documents with folders (AMM)

Summary: From 15 October, the Documents tab on a matter replaces Emails & Files. Customers with Advanced Matter Management (AMM) can create folders and subfolders to organize matter documents.

Who can use folders?

Folders are available to customers with Advanced Matter Management (AMM).

If your account doesn’t include AMM, you’ll still see the Documents tab, but without folders.

What can I do with folders?

In the Documents tab, you can:

  • Create folders and subfolders

  • Rename folders

  • Move folders

  • Delete folders

  • Add files to folders

Upcoming Features:

  • Folder-level permissions

  • Folder templates or predefined structures

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