Organizing documents in folders

In this article we will cover:

  • How does folder structure work in RapidReview?
  • How to create a folder
  • How to move documents from one folder to another
  • What does the number next to my folder mean?

 

How does folder structure work in RapidReview?

Folder structure from requests will carry over from the individual request into the RapidReview tool. You can see the folders on the left side of the request. If you have a small monitor or do not see the folders on the left, try zooming out by clicking View>Zoom Out on your browser settings.

Folders will also be created when you extract large files within RapidReview. If you extract a PST file, for example, a new folder will be created for each email thread. That folder will contain the emails on the thread as well as any attachments.

 

How to create a folder?

  1. Select the documents you’d like to put into the folder by checking the boxes on the document cards
  2. Click the folder icon at the top of the list of documents
  3. Click the drop down that says “No folder selected”
  4. Type in the name for your new folder, CLICK ENTER
  5. Once you see your new folder name is selected, click MOVE
  6. Look on the left side of the screen to see your new folder

 

How to move documents from one folder to another?

  1. Navigate to the folder where the documents you want to move are located
  2. Select the documents by checking the boxes on the document cards
    • If you want to move one document to another folder, click the ellipsis button on the document card and select the Move to Folder option.
  3. Click the folder icon at the top of the list of documents
  4. Click the drop down to select the folder you want to move the documents to OR create a new folder by typing in the name of the new folder
    • If you’re creating a new folder, type in the name then click ENTER
  5. Once your folder is selected, click MOVE

 

What does the number next to each folder mean?

The number next to the folder represents the number of documents in that folder, regardless of the stage that is highlighted. If the numbers for each folder don't add up to the total number of documents on the request, that means there are some documents on the request that aren't in folders.