Creating Folders for Documents

10/07/2026
Knowledge

How To

You’re able to create different folders to sort and file your matter documents in the Correspondence List. Your folders are displayed at the top of your Correspondence List.

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View Your Folders

You can view which document folder or sub-folder you're in from the Folder field of the Correspondence List using either the:

Folder field

Folder navigation panel

If you have a sub-folder, use the Folder field to navigate to the different levels. In the above example, if you're viewing documents in the Letters folder and wish to go back to the top level folder, simply click Folder Home icon in the Folder field or click the Matter folder in the Folder navigation panel.
To show or hide the Folder navigation panel, click Folder navigation panel icon next to the Folder field.

Click to edit heading

To display the number of documents in your folders, click the ellipsis (...) in the top-right corner of the matter window, then select Folder Count > Show. You can also select if you would like to Include subfolders in count. To restore the previous setting, untick the "Show" option.

Create a Document Folder

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click under the Correspondence List.
Enter the Folder Name then click OK.

Click to edit heading

To create a sub-folder, follow the same steps as above within an exisitng folder.

Move Documents to a Folder

Select the documents on the Correspondence List that you wish to move into a folder.

To select multiple documents, hold the Ctrl key then click each document you require.
When you've selected your documents, release the Ctrl key and right-click the highlighted documents then choose Move to Folder.
Browse to the folder you want to move them to.
Click OK.

Rename a Folder

Open the matter.
Make sure you're on the Details & Correspondence tab.
Right-click the folder to be renamed then select Rename.
Enter a different name for the folder then click OK.

Delete a Folder

In LEAP, deleting a folder from the Details & Correspondence tab does not remove the documents inside it. Instead, the documents are moved to the top-level of the matter. This is intentional and ensures compliance with record-keeping requirements.

If you need to delete a folder and all of its contents, follow these steps:

Open the folder you want to delete.
Review the documents inside to determine the different file types (e.g., PDFs, Word documents, emails).

NOTE: LEAP only supports bulk deletion for files of the same format.

For a small number of files, use Ctrl + click to select individually, then right-click and delete.
For larger volumes, create sub folders for different filetypes and move .doc and .pdf files into one subfolder. Move email files into another subfolder.
Open each subfolder, press Ctrl + A, right-click, and select Delete.
Empty the contents of the folder - move the documents to another folder, location or delete them.
Once all contents are removed, right-click the empty folder and select Delete Folder.
Click Yes to confirm the deletion.

Retrieve a Deleted Folder

Once a folder is deleted, the contents of the folder are automatically moved to the root directory under 'Details and Correspondence'. To restore the original structure, the folder must be recreated manually, and the documents will need to be relocated back into the new folder.

Create a Document Folder

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click New Folder.
Enter the Folder Name then press Enter key.

Click to edit heading

To create a sub-folder, follow the same steps as above within an exisitng folder.

Move Documents to a Folder

Right-click the document on the Correspondence List that you wish to move into a folder.
Select Move to Folder.
Browse to the folder you want to move them to.
Click Move.

Rename a Folder

Open the matter.
Make sure you're on the Details & Correspondence tab.
Right-click the folder to be renamed then select Rename.
Enter a different name for the folder then press the Enter key.

Delete a Folder

Open the matter.
Make sure you're on the Details & Correspondence tab.
Empty the contents of the folder - move the documents to another folder, location or delete them.
Right-click the folder you wish to delete then select Delete.

Create a Document Folder

Open the matter.
Make sure you're on the Correspondence tab.
Tap and select New Folder.
Enter the folder name in the Create folder field.
Tap Create.

Your new folder will appear at the top of your Correspondence list.

Click to edit heading

To create a sub-folder, follow the same steps as above within an existing folder.

Move Documents to a Folder

Find the document that you wish to move to a folder from your Correspondence list.
Tap the icon to the right of the document.
Tap Move to Folder.

A list of folders in your Correspondence list will display on your screen.
Tap the folder you'd like to move your document to.
Tap Move.

Rename a Folder

Open the matter.
Make sure you are on the Correspondence tab.
Tap theicon to the right of the folder that you'd like to rename.
Tap Rename Folder.

Delete a Folder

Click to edit heading

In LEAP, deleting a folder from the Correspondence tab does not remove the documents inside it. Instead, the documents are moved to the top-level of the matter. This is intentional and ensures compliance with record-keeping requirements.

Open the matter.
Make sure you are on the Correspondence tab.
Tap theicon to the right of the folder that you'd like to delete.
Tap Delete.

Click to edit heading

If the folder you wish to delete was not empty, you will receive the following message: "The folder is not empty. By deleting this folder, all its documents will be moved to the top level."

Confirm whether you want to Delete or Cancel.

Create a Document Folder

Open the matter.
Make sure you're on the Correspondence tab.
Tap and select New Folder.
Enter the folder name in the Create folder field.
Tap Create.

Your new folder will appear at the top of your Correspondence list.

Click to edit heading

To create a sub-folder, follow the same steps as above within an existing folder.

Move Documents to a Folder

Find the document that you wish to move to a folder from your Correspondence list.
Tap the icon to the right of the document.
Tap Move to Folder.

A list of folders in your Correspondence list will display on your screen.
Tap the folder you'd like to move your document to.
Tap Move.

Rename a Folder

Open the matter.
Make sure you are on the Correspondence tab.
Tap theicon to the right of the folder that you'd like to rename.
Tap Rename Folder.

Delete a Folder

Click to edit heading

Open the matter.
Make sure you are on the Correspondence tab.
Tap theicon to the right of the folder that you'd like to delete.
Tap Delete.

Click to edit heading

If the folder you wish to delete was not empty, you will receive the following message: "The folder is not empty. By deleting this folder, all its documents will be moved to the top level."

Confirm whether you want to Delete or Cancel.

Create a Document Folder

Open the matter.
Make sure you're on the Correspondence tab.
Tap and select Folder.
Enter the folder name in the Create folder field.
Tap Create.

Your new folder will appear at the top of your Correspondence list.

Click to edit heading

To create a sub-folder, follow the same steps as above within an existing folder.

Move Documents to a Folder

Find the document that you wish to move to a folder from your Correspondence list.
Tap the icon to the right of the document.
Tap Move to Folder.

A list of folders in your Correspondence list will display on your screen.
Tap the folder you'd like to move your document to.
Tap Move to Folder.

Rename a Folder

Open the matter.
Make sure you are on the Correspondence tab.
Tap theicon to the right of the folder that you'd like to rename.
Tap Rename.
Enter the name you'd like to rename the folder to in the field.
Tap OK.

Delete a Folder

Click to edit heading

You will only be able to delete a folder, if the contents of that folder is empty.

Open the matter.
Make sure you are on the Correspondence tab.
Tap theicon to the right of the folder that you'd like to delete.
Tap Delete.

A notice will appear informing you that you are about to delete the folder.
Confirm if you wish to Delete or Cancel.

Click to edit heading

Use the steps above to delete an empty folder.

If you need to delete a folder and all of its contents, please see the Desktop section - Delete a Folder.

Last Modified Date

10/07/2026 1:13 pm

Title

Creating Folders for Documents

URL Name

Creating-Folders-for-Documents-NZ

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