Add document folders

To help you organise client documents, you can add folders to the Documents tab. This helps to organise documents and make them easily accessible.

1. From the Clients menu, select Clients list then find and open the required client.

   If any of the entries are greyed out and you cannot select them, this is a restricted client — the client record has been set to Private and you do not have access. Contact your IRIS Elements administrator if you believe this is a mistake.

2. Select the Documents tab.
3. Select More actions, then Add folder.
4. Enter the name of the folder, then select OK.
5. Repeat to add more folders.

To move documents into the new folder

1. Select the relevant documents.
2. Select More actions, then Move to folder.
3. Select the relevant folder and then Move.

To edit an existing folder

1. Select the relevant folder.
2. Select More actions, then Edit folder.
3. Adjust as required, then select Save.