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How to create default folders (automatically) when any matter is created?

Watch the steps. (26 Secs)

Or, follow the steps below:

  1. Logon to LegalXGen
  2. Go to Application Settings.(You’ll see this button when you click on your name on the top right)

  3. Click on the Document tab
  4. You need to on the switch ‘Create Default Folders When Matter is Created’ present under ‘Add-In Configurations’ panel
  5. You may setup the folder names you wish to create by default under the panel ‘Default Folders’

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