{"id":68971,"date":"2024-08-01T15:38:50","date_gmt":"2024-08-01T14:38:50","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=68971"},"modified":"2024-08-09T12:32:04","modified_gmt":"2024-08-09T11:32:04","slug":"set-up-and-manage-matter-history-folders-worktype-level","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/set-up-and-manage-matter-history-folders-worktypes\/","title":{"rendered":"Set Up and Manage Matter History Folders (Worktype Level)"},"content":{"rendered":"<div class=\"card\">\n\n    <p class=\"mb-2\"><strong>Who is this guide for?<\/strong><\/p>\n    <p class=\"mb-0\"><i class=\"far fa-user fa-fw mr-2\"><\/i> <strong>Case Management Supervisors<\/strong> and <strong>System Supervisors<\/strong><\/p>    \n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">A supervisor level user can assign specific matter history folders to a particular worktype if required. This guide will take you through this process<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">To create a worktype specific folder for your matter history, navigate to the Supervisor area. Then select Code Setup followed by Work Types.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"546\" height=\"558\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/08\/image.png\" alt=\"\" class=\"wp-image-68972\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/08\/image.png 546w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/08\/image-294x300.png 294w\" sizes=\"auto, (max-width: 546px) 100vw, 546px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Now right-click on the worktype you wish to add a folder for and select Edit. Once on the edit screen, you will see a Work Type Level Folders option, as shown below.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"986\" height=\"597\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/08\/image-1.png\" alt=\"\" class=\"wp-image-68973\" style=\"width:486px;height:auto\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/08\/image-1.png 986w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/08\/image-1-300x182.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/08\/image-1-768x465.png 768w\" sizes=\"auto, (max-width: 986px) 100vw, 986px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Right-click on this to show a New button. Click this to open a dialogue box allowing you to name your new folder. Enter the name and click Save.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"636\" height=\"113\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/08\/image-2.png\" alt=\"\" class=\"wp-image-68974\" style=\"width:346px;height:auto\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/08\/image-2.png 636w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/08\/image-2-300x53.png 300w\" sizes=\"auto, (max-width: 636px) 100vw, 636px\" \/><\/figure>\n<\/div>\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"256\" height=\"191\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/08\/image-3.png\" alt=\"\" class=\"wp-image-68975\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Your new folder will now appear on the Edit screen.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"636\" height=\"111\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/08\/image-4.png\" alt=\"\" class=\"wp-image-68976\" style=\"width:388px;height:auto\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/08\/image-4.png 636w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/08\/image-4-300x52.png 300w\" sizes=\"auto, (max-width: 636px) 100vw, 636px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You may right-click on the folder and rename or delete it as required. The folder will then also appear in the matter history for any files assigned to this worktype.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The worktype specific folders will appear above the global folders, as shown below.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"376\" height=\"905\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/08\/image-5.png\" alt=\"\" class=\"wp-image-68977\" style=\"width:228px;height:auto\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/08\/image-5.png 376w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/08\/image-5-125x300.png 125w\" sizes=\"auto, (max-width: 376px) 100vw, 376px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You are able to drag and drop any folders so that they become subfolders. Any items already in the folder will also be moved.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>You can set up folders in the matter history which allow you to better organise your case management area.<\/p>\n","protected":false},"author":12,"featured_media":0,"template":"","categories":[210],"tags":[],"class_list":["post-68971","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-using-case-management-browser"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Set Up and Manage Matter History Folders (Worktype Level) - Osprey Approach Customer Support &amp; Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"You can set up worktype specific folders in the matter history which allow you to better organise your case management area. 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