How to Reorder Documents in a Folder

Note: This feature is only available to Advanced users in Discovery databases.

You may sometimes need to change the order of documents within a folder after it has already been set up (learn about creating folders here). In your Nextpoint database, this process is called "reordering".

Steps to Reorder Documents in a Folder

1. Access Grid View:
   1. Open the folder where you want to reorder documents or search using specific criteria to find it.
   2. In Grid View, select the documents you want to reorder.
   3. Click on "Bulk Actions".
2. In the Bulk Actions Window:
   1. Select "Reorder" under the "Folder" section.
   2. Choose the folder in which you want to reorder the documents.
   3. Enter a start number (this is the position where you want to move the selected documents within the folder).
3. Select Sort Order:
   1. Current: This option keeps the documents in their current sort order as displayed in Grid View. For example, if you sorted by "Exhibit Number," selecting "Current" will reorder the folder based on that field.
   2. Family: This option reorders the documents while keeping parent emails and their attachments together.
   3. Date and Family: This option reorders the documents chronologically, with attachments placed directly after their parent emails.

4. Complete the Reordering:

   1. Once you've set your preferences, click "Update Documents." The selected documents will be renumbered, and the entire folder will be updated with the new order.

By following these steps, you can easily reorder documents within your folders to suit your needs.