Add a folder

In Review, you can add folders and subfolders to the folder structure. Folder names must be unique, regardless of case. Folders that you add in Review also appear in Inspect. Folders and subfolders appear in numeric order and then by alphabetic order, so that a folder named 1004corp appears above a folder named Alphacorp.

When adding a top-level folder, Project Manager or higher roles can restrict the folder access to one or more user groups. You can also include folders in the Epiq Assist filter. Refer to About organization for more information.

To add a folder, complete the following procedure.

1. In the Main Menu, select Review and then Folders.

2. In the Folders pane, click .
3. In the Create New Folder dialog box, provide the following information.
   1. In Folder Name, type a name for the folder.
   2. To add the new folder within an existing folder, in Create as Subfolder, click and then select the existing folder.

   3. When adding a top-level folder, in Permissions, the default option is No Restrictions. To limit folder access to a specific user group, select that group.

   4. To select more groups if available, click Add Group and select a group from the list.

   5. To include the folder in the Epiq Assist filter, in Epiq Assist, select Include in Epiq Assist.

   6. Click Create.