Creating and Managing Folders in the Library

Folders help you organise documents, prompts, question sets, and other Library items in a structured way.

A well-organised folder system ensures that your content is easy to manage and reuse across Ask, Interact, and Draft.

Important:
You must create a folder before adding any item such as files, prompts, or question sets. The system does not allow items to exist outside a folder.

1. Creating a New Folder

To create a folder:

1. Go to the Library section

2. Click Create Folder 

3. A pop-up window will appear

Fill in the required details:

Folder Name
Enter a clear and relevant name
Example: ABC Ltd – Tax Litigation 2024

Category
Select where this folder will be used:

• Draft → For drafting-related items (templates, clauses, etc.)
• Interact → For analysis-related items (files, question sets, etc.)

Important:
Items saved inside the folder will only appear in the selected category within the platform.

Description (Optional)
Add a short explanation of what the folder contains

Tags (Optional)
Add tags to make the folder easier to search

4. Click Create

The folder will now appear in your Library.

2. Best Practices for Folder Creation

To keep your Library organised:

• Create separate folders for different clients
• Create matter-specific folders within client folders
• Use clear and consistent naming formats
• Add relevant tags for faster filtering
• Choose the correct category while creating the folder

A structured folder system improves efficiency across workflows.

3. Before Creating or Adding Any File

Before adding files or other items, ensure:

• The correct folder exists
• You are inside the intended folder
• You are saving items in the right location
• The folder category matches your intended use (Draft or Interact)

This helps maintain a clean and structured legal workflow.

4. Using Your Folders

Once your folders are set up:

• Upload files
• Create prompts or question sets
• Use them within the selected category (Draft or Interact)

Folders form the foundation of how your Library is organised and used.