You can learn about homepage foldering in-platform by clicking "Walk Me Through" in the bottom right of your screen and choosing "Homepage Folders" under Homepage.
Table of Contents
Homepage filtering allows you to view your homepage more efficiently, while folders allow you to easily store and share multiple searches, binders, or other objects with other users on your case.
You can filter your homepage cards according to keyword, favorited cards, cards that you have created, or cards that have been shared with you.
Click “All” to return to the default view of your homepage.
You can also store homepage cards in folders for later reference, or to share with other users. This is an easy way to share multiple binders or other objects at one time.
Here is a video about homepage folders:
To create a folder, select “Create New Folder” on the left-hand toolbar and name your folder.
To add cards to your folder, enter Multiselect mode. This can be done by selecting the Multiselect icon, clicking and holding down with your mouse on a card, or pressing “x” on your keyboard. (Clicking the button or pressing “x” again will exit Multiselect mode.) Once you have entered Multiselect mode, select cards by clicking on them once. You can also select all cards by choosing the Select All button.
After selecting the relevant cards, drag the cards until they hover over the relevant folder and release the mouse. This will automatically add the cards to the folder. Cards that are added to a particular folder will not disappear from your homepage.
Click on a folder from the left-hand menu to open it and view its contents. You can also reorder folders in the menu list by clicking and dragging them into the desired order.
You can share a folder by opening it and clicking on the share icon. You can then specify recipients for the folder and the permissions that these recipients will receive. Sharing a folder will also share all of the folder’s contents.
You will be able to specify permissions both for the folder as well as its contents. For example, you can share a folder containing 10 binders, and give your recipients “share and delete” permission on the folder, but viewing permission on the binders themselves. This will allow your recipients to share the folder with other users on the case, but they will not be able to add any documents to the binders that the folder contains.
Sharing a folder does not give you extra permissions on objects in the folder. You will not be able to share folders that contain objects that you do not have “share and delete” permissions for. For example, if you set up a folder that contained three binders that you created and a fourth binder that you had viewing permissions on, you would not be able to share this folder with other users unless you removed the fourth binder.
Deleting folders or folder content
You can remove folder content by entering Multiselect mode, selecting the relevant cards, and clicking the red “Remove from folder” button.
If you are the creator of a folder or have been given “share and delete” permissions on a folder, you can delete the folder by opening it and clicking on the trashcan icon in the top right corner of the screen. Deleting a folder will only delete the folder itself; its contents will be preserved. However, if there were items in the folder that you did not create and that were not otherwise shared with you, you will no longer be able to access these items after deleting the folder.