JUDLEX proposes where each paper goes, but the matter's tree is yours. Renaming and moving are the two corrections you will make most often, and both are available in the menu of each folder and each paper as well as by dragging with the mouse. You can also ask the chat to make them.
None of this copies or moves files on your disk. Moving a paper to another folder changes where it is shown, not where it is stored.
Creating a folder
At the root of the matter: click the New folder button above the tree, on the right.
Inside another folder: in that folder's three-dot menu, click New folder inside.
While moving a paper: from the move dialog, as explained below.
Type the Folder name and confirm. Folders sort themselves alphabetically.
A folder's menu
New folder inside: creates a subfolder.
Rename: changes its name.
Move to another folder: moves it, with everything inside it, under another folder or to the root of the matter. The folder itself and its subfolders do not appear in the list of destinations, because a folder cannot go inside itself.
Create case file: builds a proceeding with only the papers in this folder. We explain it in the case files section.
Delete folder: the papers inside are not deleted. They move up to the folder above, or go to Unfiled if there is no folder above. They are still visible and still in whatever case files they were in.
A paper in its folder
Each filed paper has a Move button in plain view on its row, and its own three-dot menu:
View: opens it in the viewer. Clicking its name does the same.
Rename here: changes the name the paper is shown under in this folder.
Move to another folder: moves it to another folder. It is not copied: the paper changes place.
Take out of this folder: removes it from there. The paper is not deleted; if it is not in any other folder, it goes back to Unfiled.
Delete the paper: deletes it from the whole matter, not just from that folder. More on this below.
If JUDLEX filed the paper and you have not reviewed it yet, you will also see the amber Confirm label on its row: see Classify and identify.
The same paper can appear in two folders at once. In that case it carries the Also here mark: it is the same paper, not a copy, and there is still only one PDF.
If the paper belongs to someone who is not named in it, it also carries a blue label with that person: Who is who in the papers.
The move dialog
Move, Move to another folder and File open the list of the matter's folders. Click the destination and that is it.
Create the folder you need. New folder, under the list, asks for a name, and Create and move creates the folder at the root of the matter and puts the paper there in one go. If you want it inside another folder, drag it there afterwards in the tree.
Right-click in the list. On a folder: New folder inside, New folder at the root, Rename and Delete folder, which only works if it is empty. On the empty space in the list: New folder at the root. Folders created this way do not move anything yet: they are highlighted, and one click on them puts the paper there. It lets you set up several before choosing.
Collapse. Folders with subfolders have an arrow on the left to collapse them, so you do not have to scroll past every year under “Invoices” to reach the folder below.
By dragging
You can drag a paper or a folder in the tree and drop it onto another folder. While you drag, the destination folder lights up. It does the same as Move to another folder, faster when the destination is in view; the menu is handier when the tree is long.
Deleting a paper
If a paper makes no sense — two blank sheets left over after splitting, for instance — you can delete it with Delete the paper in its menu, with the bin under Unfiled, or with Delete this paper in the viewer, which is where you can see that it is nothing. It always asks first.
It disappears from the matter, along with whatever JUDLEX had drawn from it, and from every case file where it was an exhibit.
If it was all that was left of its original file, the original is deleted too.
JUDLEX will not let you delete it if any person or participant in the matter relies on a sentence from it: they would be left asserting something with nothing behind it. That has to be corrected first.
It cannot be undone.
Asking the chat
In the matter's conversation you can ask it in your own words to tidy things up: “move the 2019 invoices to Accounts”, “call this one Deposit agreement”, “make a Tax folder inside Administrative”, “this is not an invoice, it is a quote”. The chat creates, renames and moves folders, moves and renames papers, changes their type or date and accepts them, without asking for confirmation, because you asked for it. If it cannot tell which paper you mean, it asks.
Deleting is the only thing it confirms: first it shows you the list of what would be deleted, each item open to check, and nothing is deleted until you click Yes, delete it (or Yes, delete all N). To understand what you are asking, the chat sends your provider the list of the matter's folders, papers and originals, using your firm's key. The full details are in Give the chat some work.