Location: Management->Manage Folders
This page provides instructions for the user to setup folders in a particular case. Documents added to LEP automatically upload to a built-in folder named 'Unassigned.' However, users have the option of creating additional subfolders to reorganize the uploaded documents into those folders. Folders are managed by navigating to the 'Management' tab in LEP and selecting 'Manage Folders.'
From there users are able to create and edit custom folder names, add subfolders, and move documents between folders. The main folder is always the case name, and any other folders created by a user are subfolders of the main case name folder. Please note that LEP does not allow users to change the names of or delete the main case name folder or the 'Unassigned' folder. Users are free to create as many additional subfolders and nested subfolders as desired and to move documents between those folders. If all of the documents in a subfolder need to be moved to a different subfolder, users can select 'MOVE DOCS' from the Manage Folders page and select the destination folder.
Please note that a document can only be assigned to one folder in LEP, and LEP does not map to folders during document upload. If multiple document associations are desired use Custom Tags and Custom Fields. When uploading data, if there is a nested folder structure in the uploaded container files (e.g., .zip or .rar) then the paths will be automatically mapped to the Source FilePath field.
For video instruction on creating folders, follow this link.
Add a Folder
Selecting Manage Folders from the Management tab will display the main top-level folder named after the case. To create a new folder, click on ADD SUB FOLDER. A dialog box will appear displaying a text box to input the folder name. Click OK to create the new folder.
Assign Documents to a Folder
To assign documents to a folder from the Browse and Search pages, select the document(s), click Multi Doc Edit and select the Folder field from the drop-down menu. Select the appropriate folder when prompted, and click Update to complete the process.
Editing a Folder
After selecting a folder to manage, the following dialog box will be displayed:
Users have the option to rename, delete, add sub-folders, and move documents assigned to the folder.
Rename a Folder
To rename a folder, select the folder on the directory tree on the left side of the page, click on Edit from the dialog box, change the folder name, then click Update to save changes.
Move a Folder
A folder and all of its contents can be moved to another location by selecting the folder on the directory tree on the left side of the page, click Move Folder from the dialog box, and then drag-and-drop into a different folder.
Viewing Sub folders And File Count
By clicking on a folder that has sub-folders, users can see which documents are assigned to that folder and the file count in each.
Using Folder Quick Links
To access and work with a set of documents within sub-folders, go to Browse >Folder Quick Links and click on the title of the folder containing the documents that are needed.
To return to the previous folder, click "Up Folder" in the Folder Quick Links menu.
Delete a Folder
To delete a folder/sub-folders, select the folder on the directory tree on the left side of the page and click on Delete Folder on the right side of the page. Deleting a folder does not delete any documents and instead moves them to the Unassigned folder. To delete documents, use the delete documents functions in the Search and Browse pages.
Import Folder Structure from Another Case
Users may import folder structures set up in other cases in LEP into the current case. On the Manage Folders page, expand the 'Import Folders' section to the left and from the drop down menu, select the case from where to import the folders and click the Import button. Importing folders does not move documents from the other case. Contact Professional Services regarding ways to move documents between cases.
Folders vs. Custom Doc Fields
For overall data organization and functionality, it is recommended to use custom fields rather than folders for document grouping and organizing. To learn more about the differences between folders and Custom Doc Fields, see Folders vs. Doc Fields.