How do I save a results list or selected documents to a folder?

You can save a results list, one or more documents you have selected from a results list, or an open document to a folder.

After running a search and viewing your results or after opening a document and viewing it:

  1. Take one of these actions:
    To save thisDo this
    Results list

    Choose one of the following:

    • To save the first 250 results in the list, make sure no documents in the results list are currently selected, then select the Add to folder icon (Add to Folder) at the top of the results list. A list of folders appears. If you see the folder in which you want to store the list, simply select it. If you do not see the folder you want, select Choose a folder. The Add to Folder dialogue box appears.
    • To save a more specific range of results, make sure no documents in the results list are currently selected, then select the Add to folder icon (Add to Folder) at the top of the results list, then select Choose a folder. The Add to Folder dialogue box appears.
    Selected documents from a results list
    1. Select the checkbox of each document in the results list you want to save, then select the Add to Folder icon (Add to Folder) at the top of the results list. If you see the folder in which you want to save the list, simply select it. If you do not see the folder you want, select Choose a folder. The Add to Folder dialogue box appears.
    2. On the Selected Documents (n) tab, verify that the documents you want to save are selected in the document list. Documents in addition to the documents selected from the results list may be listed (for example, the CaseBase document associated with a case document). Clear the checkboxes of any documents you do not want to save.
    3. If you want to edit the titles of any listed documents, select the (Edit all document titles) link. A text box appears for each of the documents. Edit the names of any or all listed documents.
    Open document
    1. While viewing the document, select the Add to folder icon (Add to Folder) icon at the top of the document. If you see the folder in which you want to save the document, simply select it. If you do not see the folder you want, select Choose a folder. The Add to Folder dialogue box appears.
    2. On the Selected Documents (n) tab, verify that the open document is selected in the document list. Documents in addition to the open document may be listed (for example, the CaseBase document associated with a case document or vice-versa). Select the checkbox of any additional listed documents you want to save. Clear the checkbox of any documents you do not want to save.
    3. If you want to edit the title of the document, select the (Edit all document titles) link. A text box appears. Edit the name of the document.
  2. On the Save Options tab, verify that the results list, selected documents, or open document is selected.
    Note: If you want to save a specific range of results, enter the range in the box. See Delivering a Range of Results from a Results List for details.
  3. In the Notes text box, enter any notes you want to save with the results list, selected documents, or open documents. After you access the folder in which you save the list or documents, any notes you have entered appear immediately below the list or document titles.
  4. In the Save In section, the My Folders folder is highlighted by default. Select the name of the folder in which you want to save the results list, selected documents, or open document. If no folder yet exists, or if you want to create a new folder, select the Create new folder link, type the name of the new folder, and select OK.
  5. On the Share With Others tab, in the Select contacts to share text box, enter the first or last name or the email address of a user with whom you want to share the list or documents. As you are typing, a list of user names may appear matching the characters you have typed. If you see the user name you want, you can select it from the list. Likewise, if the Recent contacts list appears and contains the user name or user's email address, you can select it from that list. After you have identified a user in any of these ways, select Add. After you add the name, it appears in the Shared With list. Select either Editor or Viewer, depending on the user's role. Repeat this process for each user.
  6. Select Save to save the results list, selected documents, or open document.

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