How to turn on File Location. File Location can be used to track the physical location of a paper file, however, since it's fully customizable it really can be used for anything.
- Navigate to the
Icon in the top right corner of your account and select Account Settings.
- Click on the Settings header.
- Toggle on the File Location.
- Click Save.
- Now you can start creating file locations, which will show up on the case index of the case.
- Next, Create File Locations
NOTE: This can only be done by a firm administrator.
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