I need to know how to create client file folders and reference or matter subfolders to be saved within each client folder from within the Open File dialog.
For example, "Smith Manufacturing Corp." would be the master client folder. Within that folder, I would like to create subfolders for each matter the lawyer is addressing for that client, for example: "Agreement with Jones Demolition Co." or "Purchase of Main Street Property" and so on. I was able to do that quite easily with Microsoft Word on my PC.
Folder structure diagram:
- Smith Manufacturing Corp + Agreement with Jones Demolition Co. + Purchase of Main Street Property