How do I create a contact folder in a contact tab?

• Related Articles

• How to create a custom document folder in MatterSuite?

  Yes, you can create a custom Folder. 1. Go to the Documents tab. 2. Click on the Create Folder button. 3 - A window will open. Fill in the Folder Name, select the Document Category, and click the Save button. A new custom document folder will be ...

• How to create a custom document folder? - MatterSuite

  1. Click on the Matters tab present on the nap bar. 2. Select a matter in which you want to create a document folder. 3. Go to the Documents tab, and then click on "+Create Folder" present on the right-hand side. 4. Add a Folder Name and select a ...

• How does the folder structure work in MatterSuite?

  When a Contact is created a folder is automatically created with the client's name. Similarly when a Matter is created a folder is automatically created with client's name followed by the matter's name inside the client's folder.

• How can I Edit Contact?

  1. Click on the Contacts tab present on the nap bar. 2. Click on the pencil icon in the details of the contact you wish to edit & update the details that appear on the screen such as company, email address number, another address if any, 3 - Click on ...

• Where can I see my Contact information?

  1. Click on the Contacts tab present on the nap bar. 2 - Click on the contact you wish to check the information. 3 - You can see all the information related to the contact in the Dashboard tab.