There are four ways to view files within Matter: Category, Favorites, List and Search Results.
To sort files within any view, click one of the column headers. Click twice to reverse the sort. Files are initially sorted by the FILE NAME column. Your Docrio administrator can customize the columns in each view.
Category view resembles the traditional folder structure found on most desktops. Files are organized into folders based on category and sub-category. You can assign categories when uploading files, or by editing files within the File Info tab on the slide-out panel.
Default Category Options & Hierarchies
NOTE: Your organization’s categories may be organized differently.
- Case Costs
- Client Documents
- Litigation Documents
- Medical Records
- Police Records
The List view shows all files attached to a Matter in a flat list. It’s the easiest way to see everything at once, or to sort all files to show the most recent ones.
The Favorites view shows files you've previously starred in either the Category or List views. Select the star to the left of a file to add it to your favorites and deselect the star to remove it.
Favorites are specific to both the record you are viewing, and to you as a user. You won’t see favorites from other users, and they won’t see yours.
Search Results View
Results from Advanced Search are displayed in a temporary document view.
- You can toggle between the Search Results view and other views without resetting your Advanced Search filters.
- Category, Favorites, and List views do not share the applied filters active in your Search Results view.