Folder Templates

Understanding Folder Templates in Liradocs

Folder Templates in Liradocs allow your firm to create a predefined folder structure that can automatically be applied to matters. Instead of manually creating folders every time a new matter is added, folder templates help standardize how documents and files are organized.

This ensures that every matter follows the same structure, making it easier for team members to locate and manage important documents.

Why Folder Templates Are Useful

Managing documents across multiple matters can become difficult without a clear structure. Folder templates solve this problem by automatically creating a consistent set of folders for each matter.

Using folder templates in Liradocs helps your firm:

• Standardize document organization across matters

• Save time by avoiding manual folder creation

• Ensure important folders are always included

• Improve document management and accessibility

• Maintain consistency across your firm’s workflow

Consistent Document Organization

When a folder template is applied to a matter, Liradocs automatically generates the predefined folders within that matter. This ensures that documents such as contracts, correspondence, court filings, or research materials are always stored in the correct location.

A well-structured folder system helps teams collaborate more efficiently and quickly find the files they need.

Learn How to Manage Folder Templates

In the guides within this section, you will learn how to manage folder templates in Liradocs, including:

• Creating new folder templates

• Editing existing folder templates

• Deleting templates when they are no longer needed

• Using templates to organize matter documents

Select a guide below to learn more about each feature.