Add or Edit a File Location on a Case

How to edit the File Location that appears in the Case Index of a case.

• Navigate to the case that needs a file location added. 
• Click on the dark green dropdown arrow in the top right corner of the case (next to the Case Status Bar) and select the Edit Case Index option. 
• A pop-up window will appear. 
  • NOTE: A shortcut to open the Case Index is to click the letter 'i' on your keyboard. 
• In the Edit Case Index pop-up, locate the File Location field. Click on the dropdown to search and select the correct location.
• Click Save.

• The File Location will now be visible under the Case Index at the top of any page of the case. 

NOTE: The options listed under File Location depend on the File Locations that have been created for your firm. Here's how to create File Locations.