Manage your folder types

Manage your folder types

When creating or modifying a matter, you are asked to indicate the "nature" of the file. This may be its legal subject (administrative law, company law...), the type of file (internal, test...). You can at any time, via the settings (1), add new folder types (2), change the existing natures (3), or even delete them (4).

1. 1. Go to the customization menu of folder types

This settings menu is only accessible to users with a profile with the right "Access to the menu Customizable lists in settings" enabled.


2. Add a new file nature

  • 1. 1. Go to the folder natures customization menu (see paragraph 1)

  • 2. Click on the button Add a nature


  • 3. Enter the name of the nature to add and click on the button Confirm



Find your new nature in the list of folder natures. You will also find it at the time of create a file.


3. Change a file nature

  1. 1. 1. Go to the folder natures customization menu (see paragraph 1)

  2. 2. Click on the button Edit (grey button with a pencil pictogram) to the right of the folder nature to be modified


  1. 3. Change the name and click Confirm button


4. Delete a folder nature

  1. 1. 1. Go to the folder natures customization menu (see paragraph 1)

  2. 2. Click Delete button (red button with a trash pictogram) to the right of the folder nature to delete

Attention: It is not possible to delete a nature that is used in a folder.

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