Organise documents into folders

Create folders, move documents between them, and filter the matter by folder.

Create a folder

1. In the left sidebar, select the parent location where the new folder should live — Folder Root for the matter root, or an existing folder to nest inside it.
2. Click New folder in the toolbar.
3. Enter a name and confirm.

Note: A folder you create with stays in the sidebar even while it is empty. Folders that appear only because you uploaded or moved documents into them are removed automatically once their last document leaves.

You can also create a sub-folder from an existing folder directly: hover over it in the left sidebar, click its menu button (the ⋮), and choose New folder — the sub-folder is created inside that folder.

Move documents into a folder

1. In the file table. Select one or more documents using their checkboxes.
2. Click in the bulk-action toolbar (its tooltip reads Move Files (N)).
3. Pick the target folder from the dropdown and click .

Other ways to move documents into a folder:

• Using drag-and-drop — select one or more documents in the file table, then drag the selection onto a folder in the left sidebar. The documents move into that folder.
• Using the right-click menu — select one or more documents, right-click the selection, and choose Move Files — this opens the same folder picker as the toolbar button.

To move documents back to the matter root, select Root as the destination in the Move Files dialog (or drag the selection onto Folder Root in the left sidebar).

Move a folder into another folder

To re-nest a folder, drag it onto another folder in the left sidebar. The folder — and everything inside it — moves under the target. You cannot drop a folder onto itself, its current parent, or one of its own sub-folders.

Rename or remove a folder

1. Hover over the folder in the left sidebar and click its menu button (the ⋮ that appears next to the folder name).
2. Choose Rename or Remove folder.

Removing a folder that still contains documents moves the folder and its documents to the bin, where you can restore them. Removing an empty folder deletes it outright — there is nothing to restore.

Upload directly into a folder

1. Select the folder in the left sidebar before you start the upload — its name highlights to confirm it is active.
2. Drag-and-drop onto the file table, or click in the toolbar; the Upload Manager opens with the destination already set to the selected folder.

To preserve a nested folder structure from your computer, drag a desktop folder (with files inside) onto the upload area — BriefTech rebuilds the same hierarchy. Alternatively, click → Upload Folder in the toolbar.

Filter by folder

To view only the documents in one folder, click its name in the left sidebar. Click Folder Root at the top of the folder tree to return to the top level of the folder view — this shows the documents held directly at the matter root alongside your top-level folders, rather than every document in the matter.

See Folders, labels, and collections.

You now have a folder structure for the matter — documents grouped where you want them, and a one-click way in the left sidebar to view a single folder's contents.

Related

Apply labels to documents

Create labels and apply them to documents in bulk.

Folders, labels, and collections

How folders, labels, and collections organise documents in a matter.

Group documents into a collection

Create a collection and add documents to segment your document set — at upload or afterwards.

Find and remove duplicate documents

Detect duplicate documents and remove the copies you don't need.