Can I rename or delete folders in Documents?

At this time, folders in Firm360 cannot be renamed directly.

To delete a folder, you’ll first need to move any documents out of it. Once the folder is empty, it will automatically be removed.

To move documents in bulk:

1. Navigate to Clients and select the client.
2. Open the Documents tab.
3. Select the folder you’d like to remove.
4. Check the documents you want to move.

5. Click the gear icon and select Move to Folder.

6. Choose the destination folder and click Move.

Once all documents are moved, the empty folder will automatically disappear.

To remove a document from a folder:
Select the document → click Action > Edit Details → choose No Folder in the folder field.