You have access to 'Manage Folders' page from the top menu under 'Management>Manage Folders'. Folders act as virtual file locations for documents, like folders or directories on a computer file system. A document can be located only in one folder at a time (use Custom Tag and Custom Field to make multiple document associations). Folders are customizable and you can create as many folders as needed and nest folders within other folders. Add a Folder When a case is first set up, no folders may exist in the case. To create a folder in Manage Folders, click on 'Add Sub Folder' on the lower right of the screen. You will then be presented with a dialog box prompting you for the name of your new folder. When you click 'OK' the new folder will be created. Select a Folder to Work with When working with folders, you should first select where you wish the action to take place in the folder structure by selecting a folder on the left side of the window. There is a folder tree entitled 'Select Folder'. The top level of the folder structure will be the case name. To select a particular folder to manage, click on the folder to select it. You can navigate to sub-folders by clicking on the left + sign next to some folders. Editing a Folder After selecting a folder to manage, the following dialog box will be displayed: Rename a Folder Move a Folder Add a Sub Folder You can create a sub-folder, by clicking on 'Add Sub Folder' from the dialog box, then click 'OK'. This allows you to manage multiple documents inside the main folder. Viewing Sub-folders And File Count ![]() ![]() After you click on the sub-folder title, a message on top of the main table will list the current folder: ![]() Delete a Folder To delete a folder/sub-folders, select the folder on the directory tree on the left side of the page and then click on 'Delete Folder' on the right side of the page. You will then be presented with a confirming dialog box. Deleting a folder does not delete any document and instead moves them to 'unassigned' folder. To delete documents, use the delete documents functions in the 'Search', 'Browse' pages. Import Folder Structure from Another Case Batches v Folders Lexbe eDiscovery Platform no longer assigns files to sub-folders that are zipped compressed and uploaded to the case(s). We have seen situations with nested folders where multiple files are not being displayed, access restrictions and it might also affect the file location. You can still upload folder structures (nested sub-folders) in a zip file to Lexbe eDiscovery Platform and by default all the physical files will be automatically assigned to a general folder called 'Unassigned'. The upload will carry over the same sub-folders titles that you can manage under the Management>Manage Folders. The upload page has been updated to optimize Lexbe eDiscovery Platform system's performance. Now you can upload batches of files including folders and even large individuals files faster and with a single upload. Uploading A Zip File With Sub-folders For more details please see our technical note 'Uploading Folder Structures'. Reassigning Files To Corresponded Folders For more details please see our technical note 'Uploading Folder Structures'. TIFF Load Files & Folder Structures Uploads For more details please see our technical note 'Uploading Folder Structures'. Note re File-names Some programs may create file names with the following characters: "/|\:;=, that windows servers do not recognize. These file names are rare in normal usage, but if you somehow have files with characters in the file name that are not recognized by Windows, you should rename the files before uploading them into Lexbe. NOTE: To open the files within sub-folders, please go to the Browse>Folder Quick Links page. Folders vs. Doc Fields To learn more about the differences among folders and other fields, please open visit our help page Folders Vs. Doc Fields. |