Add Matter Folder

Modified on Mon, 9 Feb at 9:14 AM

To add/amend matter folders go into OMS admin kit > Matter Types

Choose any matter type it's only to get to the folder structure

then choose the Documents Folders from the right hand panel:


then you will see all the department folders, select the relevant template and amend the structure as requested. 


Just click Save Template to apply, this will only apply to new matters created from that point. You can then just close the matter types tab, don't save as you dont want to change the matter type only the folders templates which is saved on the previous step

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