MyCase is updating to a new user interface. Your screen and navigation might look slightly different from what you see in this article.
Following along in MyCase is recommended as you read the steps in the article.
Overview
Quickly organize your case documents with Default Folders! Default Folders are a template folder structure you can reuse for multiple cases. Create default folders for each area of law you practice, for different case stages, or any other way that makes sense for your firm.
Applying Default Folders
To apply Default Folders to a case, follow the instructions below:
Navigate to the Documents section of your case details page.
Click the Add button on the right-hand side of the screen.
Choose Apply Default Folders.
Creating Default Folders
If your firm has not created a set of Default Folders, you will be prompted to create one:
Name the Default Folder set name. Use a descriptive name to know which cases to apply it to in the future.
Click Save.
Name your first folder.
Click Save.
Add folders.
Click Save & Apply Default Folders.
You also have the option to Manage your sets by renaming or deleting default folders:
Click Add.
Select Default Folders.
Click Manage sets.
Click Rename or Delete.
Note: Changes made to Default Folders only apply to future cases. Cases that have previously applied Default Folders will not be updated unless you manually update them.