There are four main views for exploring files associated to a Matter: Category, Favorites, List and Search Results.
To sort files within any view, select a column header. Clicking twice reverses the sort. Files are initially sorted by the FILE NAME column. Your Docrio administrator can customize the columns in each view.
Category view resembles a traditional folder structure. Files are organized into “folders” based on the category and sub-category assigned to them. Categories can be assigned when uploading a file, or by editing a file within the File Info tab in the slideout panel.
Category Options & Hierarchies (Default)
Your organization’s categories may be organized differently.
- Case Costs
- Client Documents
- Litigation Documents
- Medical Records
- Police Records
The Favorites view shows files that you previously starred in either the Category or List view. Favorites are specific to 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.
- Selecting the star next to a file adds it to your Favorites view.
- De-selecting the star next to a file removes it from your Favorites view.
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.
Search Results View
Results from the Advanced Search are displayed in a temporary, fourth document view.
- You can toggle between the Search Results view and other views without resetting your Advanced Search filters.
- The Category, Favorites, and List view does not share the applied filters active in your Search Results view.