Managing your 'Favorites' Folder Category

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Release date: August 25, 2020

Every Discovery and Litigation database is equipped with two preset CategoriesAll Folders and Favorites.

While All Folders has always been an existing view, the addition of Favorites makes it simple to manage your most accessed or top of mind folders in one location.  Favorites are unique to each user and available for all access levels.

Categories_Favorites.png

To get started organizing your favorite folders, navigate to your folder list. In Discovery, the folder list is located via the REVIEW tab. In Litigation, the folder list is located via the DOCUMENTS tab. 

To add a folder to your Favorites category, simply click the star icon and it will turn yellow.

Categories_Favorites.gif

To remove a folder from your favorites, click the star icon again so it is a gray outline. Doing so will remove it from your Favorites list but the folder will remain in All Folders and any other associated custom categories.

Read more about folder categories here, our recent folder navigation updates here, and advanced folder insights here >>

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