Summary

The Reorder, Sort and Move tools allow users to quickly organise Custom Bundles (and their associated entries), tagged documents and privately uploaded documents to suit the needs of the legal teams. 

More information on how to: 
- Create Custom Bundle folders can be found here.
- Populate custom bundle entries can be found here. 
- Review Document Tags can be found here. 

We've set out how to use the Reorder, Sort and Move tools below. 

Reorder

The Reorder tool can be used to individually change the order of individual Custom Bundle folders, Custom Bundle entries, tagged documents and privately uploaded documents ('item') within the folder it is housed in.

  1. Open Reorder Tool - Within the Documents page, right click on the relevant item and select Reorder.  
    1. Multi Select - On your keyboard hold either CTRL + click to select multiple individual items or SHIFT + click to select a range of items.
  2. Apply Reorder Action - Use the following options to reorder the item:  
    1. Up / Down - Move the item up or down one place. 
    2. Top / Bottom - Move the item to the top or bottom of the folder. 
    3. Move 10 Up / Move 10 Down - Move the item up or down 10 places.
    4. X Distance - Populate the Distance input box with a + (moving up) or - (moving down) prefix, and the number of placesthe item should be moved. 
      1. I.e. +10 to move 10 places up, or -15 to move 15 places down.   
  3. Apply to Another Item - Whilst the Reorder window is open, users can select a different individual item to re-order if required. 
    1. Multi Select - On a secondary item selection whilst the tool is open, Multi Select is not available. 
  4. Save the Order - Press Apply Ordering in the Reorder window and on the confirmation window press Yes and wait for the Reorder tool to close, to finalise the save order.
The Reorder tool cannot be used to reorder shared bundle content or the order of the Document Tags themselves. 

Sort

The Sort tool can be used to change the Sort order of Custom Bundle entries, tagged documents and privately uploaded documents ('item') within the folder it is housed in.

  1. Open Sort Tool - Within the Documents page, right click on the relevant item and select Sort. 
  2.  Apply Sort Action - Use one of the following options to Sort the items: 
The Sort order is only applied to a single folder level by default. If there are multiple subfolders, the Advanced option offers the ability to sort through sub-folders.

Move

The Move tool can be used to change the location of Custom Bundle entries, tagged documents and privately uploaded documents ('item') within the folder tree.

  1. Open Move Tool - Within the Documents page, right click on the relevant item and select Move.  
    1. Multi Select - On your keyboard hold either CTRL + click to select multiple individual items or SHIFT + click to select a range of items.
  2. Apply Move Action - Either input the folder name into the Find tool or click though the folder tree to locate the destination. Select to highlight the relevant folder and press Apply to save the move. 

Custom Bundle folders / entries can only be moved to other Custom Bundle folders and original private documents can only be moved to original document private folders. 

Shared bundle content cannot be moved by users.