Overview: Case Folders and Files

In Eclipse SE Desktop, case folders are organizational tools that provide a place for needed information (files or specific records of the case) to assist with case reviews.

As shown in this figure, some of these folders are maintained by the administrator, while others are maintained by users.

Case files provided by an administrator include case alerts, instructions, and other documents related to the case (non-discovery documents). Case files can be any appropriate format, such as Microsoft® Word®, plain text, or PDF. In addition, cases can include transcripts from such events as depositions or  hearings.

Reviewers or other users can create and save files containing notes about a case or review. User files are saved in the Journal folder. In addition, reviewers or users can save specific records (“pointers” to the records in the case database) in case folders (Private and Smart folders).  


In Eclipse SE, folders appear in the Case Folders tab. By default, the Case Folders tab is in the left slideout pane of the workspace. You can organize your workspace in several different ways, as explained in the topics listed under "Getting Started" in the online Help Contents. If you modify the workspace layout, you will need to find and access the Case Folders tab in your layout for the procedures in this topic.

Note: Various privileges govern a user’s’ ability to work with folders. Contact your administrator if you have questions about performing folder activities.


Related Topics

Overview: Administrative Folders

Overview: Journals