Workspace Generator for Matters under Clients

GregInVancouver

My client want to replicate a client directory structure in which all matters for a client appear as tabs under the client-based workspace.

Using the Workspace Generator results in a client workspace for each matter which is not what we want.

Is it possible to generate and ad-hoc number of tabs under a client (CUSTOM1) workspace? The number of document folders under each tab varies according to the practice group of the matter.

jny

My client want to replicate a client directory structure in which all matters for a client appear as tabs under the client-based workspace. Using the Workspace Generator results in a client workspace for each matter which is not what we want. Is it possible to generate and ad-hoc number of tabs under a client (CUSTOM1) workspace? The number of document folders under each tab varies according to the practice group of the matter.

Since a tab does not own its own profile, you would need to assign the matter to the tab name to identify the tab as a matter that way. Then for your folder, you may set the workspace client as the folder client and tab name as the folder matter...if that's what you meant to do.

addpiechart.rptdesign