With file & folder templates you define recurring documents and filing structures once and use them across the project.

File templates

In the project settings you maintain your template files under Templates. When creating a new document you then pick the matching template via Select Template File – the new document is created directly from it.

Default folders

Using default folders you define a consistent folder structure that is created automatically for case files, so documents are filed the same way in every case.

Updating a template

When a master document changes, there is no need to create a second template: Update template replaces the content of the existing one. Its name and assignment stay as they are – everyone using this template gets the new version from now on.