Modify a folder

You can modify a folder by changing the folder name or moving it in the folder hierarchy. When modifying a top-level folder, you can restrict the folder access to one or more user groups. You can also add or remove folders from the Epiq Assist filter. Refer to About organization for more information.

To modify a folder, complete the following procedure.

1. In the Main Menu, select Review.
2. Click Folders.
3. To view the folder hierarchy, click to open a folder. To close a folder, click .
4. Reorganize folders by dragging and dropping them within the folder hierarchy.

   • To move a folder into a folder, hover over the folder name, click , and drag and drop it into the desired folder.

   • To move a folder out of a folder and make it top-level, click , drag it out, and drop it when the icon appears.

   • When you move a folder or subfolder to a new parent (normal or secured), the system removes any explicit permissions on the folder and applies the visibility and access settings of the destination folder.

5. To modify a folder using folder settings, do the following.  
   1. Hover over the folder, click , and then select Settings.
   2. In Edit Folder, do the following.
      1. Make any of the following updates.   
         • Change the folder name.
         • To move a subfolder to a folder level in the hierarchy, uncheck Create as a Subfolder.
         • To move a subfolder from one parent folder to another, select a different parent folder in Create as a Subfolder.
         • To make a folder a subfolder, select Create as a Subfolder () and select the parent folder.
         • When modifying a top-level folder, in Permissions, you can change the folder permissions.

           • To remove restrictions, select No Restrictions.

           • To limit folder access to a user group, select that group.

           • To select more groups if available, click Add Group and select a group from the field that appears.

         • To include the folder in the Epiq Assist filter, in Epiq Assist, select Include in Epiq Assist. To remove the folder from the Epiq Assist filter, uncheck the checkbox.

      2. Click Edit.