Creating and Working with Folders on Lexis

You can organize your research projects and clients by saving searches, documents, and selected text in folders. There are no limits to the number of folders you can create. There is a limit of 2,000 total items that can be added to the folders. There is no expiration for items saved in a folder, however, if you save an Out of Plan document you accessed using Get It Now, you have access to the document for 1 year. After 1 year, the item remains in your folder with the Get It Now indicator.

Note: Public Record searches and documents cannot be saved to folders.

Click Folders at the top of the page.  Click a folder under My Folders to view the items saved in the folder. If My Folders is not expanded, click the arrow to expand and view a list of your folders.

Below are the basics on creating and organizing folders. For more information on saving items to a folder, see How to Use Folders . For more information about sharing folders and managing shared items in folders, see Sharing Folders .

Creating a New Folder Creating a Subfolder Renaming a Folder Recovering Deleted Documents Adding, Editing, and Deleting Folder Notes

Copying a Folder Moving a Folder Deleting a Folder Sorting Folders Download Folder

 Creating a New Folder

There are two ways to create a new folder: from a results list or full-text document and the Folders page.

Take the following steps to create a new folder on the Folders page:

1. Click Folders at the top of the page.
2. Click Create Folder.
   Note: A field appears under My Folders.
3. Enter a folder name.
4. Click Create. The service automatically alphabetizes your folders.

Take the following steps to create a new folder from a results list or full-text document:

1. Run a search.
2. Select a document(s) from the results list or view the full-text of one document.
3. Click the Folders icon.
4. Select Choose a folder.
5. Click Create New Folder above the list of existing folders. A field appears in your list of folders.
6. Enter a folder name.
7. Click Create.
8. Click Save. The documents are saved in the new folder.

Note: The Client ID assigned to a Folder is the one that you are using when the Folder is created. You cannot edit the Client ID associated with a Folder. As an alternative, create a new Folder with the desired Client ID and move documents to the new Folder.

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 Copying a Folder

You can copy a folder and its contents to another folder or make a duplicate folder.

Take the following steps to copy a folder and its contents:

1. Click Folders at the top of the page.
2. Expand My Folders.
3. Click the folder you want to copy. The name of the folder appears at the top of the Folders page as Folder: [name of your folder].
4. Click Actions to the right of Folder: [name of your folder].
5. Select Copy Folder.
6. Select one of the following options for Copy folder:
   • To the top level of My Folders - creates a new folder.
   • To the following folder - creates a subfolder under the folder you select.
7. Click Copy.

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 Creating a Subfolder

Subfolders are second level folders. Subfolders help you to further organize your research project.

Take the following steps to create a subfolder:

1. Click Folders at the top of the page.
2. Expand My Folders.
3. Select a folder.
4. Click Create Folder. A field appears underneath the selected folder.
5. Enter a folder name.
6. Click Create.

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 Moving a Folder

You can move a folder into a different folder. The moved folder becomes a subfolder to the other folder. The folder and its contents are moved to the different folder.

Take the following steps to move a folder:

1. Click Folders at the top of the page.
2. Expand My Folders.
3. Select a folder. The name of the folder appears at the top of the Folders page as Folder: [name of your folder].
4. Click Actions to the right of Folder: [name of your folder].
5. Select Move Folder.
6. Select a folder.
7. Click Move.

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 Renaming a Folder

You can rename a folder. Only the folder name changes. The contents remain intact.

Take the following steps to rename a folder.

1. Click Folders at the top of the page.
2. Expand My Folders.
3. Select a folder. The name of the folder appears at the top of the Folders page as Folder: [name of your folder].
4. Click Actions to the right of Folder: [name of your folder].
5. Select Rename Folder.
6. Enter a new folder name.
7. Click Rename.

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 Deleting a Folder

You can delete a folder you no longer needed. You cannot recover a folder after you delete it.

Take the following steps to delete a folder:

1. Click Folders at the top of the page.
2. Expand My Folders.
3. Select a folder. The name of the folder appears at the top of the Folders page as Folder: [name of your folder].
4. Click Actions to the right of Folder: [name of your folder].
5. Select Delete Folder.
6. Click Delete.

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 Recovering Deleted Documents

You can recover documents that were deleted within the last 30 days.

Take the following steps to recover deleted documents from your folders:

1. Select a folder.
2. Click Recycle Bin.
3. Select the documents you want to recover.
4. Click Restore.

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 Sorting Folders

You can sort your folders on the Folder page by newest, oldest, client, type, title, and relevance. The system defaults to the time and date you saved the folder with the item you saved most recently listed first in the folder.

Take the following steps to sort your folders:

1. Click Folders at the top of the page.
2. Select one of the following options in the Sort by drop-down list:
   • Last modified (newest)
   • Last modified (oldest)
   • Client (low)
   • Client (high)
   • Type (A-Z)
   • Type (Z-A)
   • Title(A-Z)
   • Title (Z-A)
   • Relevance

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 Adding, Editing, and Deleting Folder Notes

You can add, edit, and delete notes to your folders. Folder Notes are different from notes on folder items or annotations on individual documents. For more information about notes on folder items and annotations on individual documents, see Show to Use Folders .

Take the following steps to add a note to a folder:

1. Select a folder.
2. Click Add Notes.
3. Enter the text of the note in the Add Notes box.
4. Click OK.

Take the following steps to edit a note on a folder:

1. Select a folder.
2. Click View all notes.
3. Click Edit.
4. Edit the text of the note in the Add Notes box.
5. Click Save.

Take the following steps to delete a note on a folder:

1. Select a folder.
2. Click View all notes.
3. Click the Delete icon to open the Notes box.
4. Click Delete.

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 Download Folder

You can download all items in your folder, up to 100 items, using the Download Folder feature. For information about downloading selected items from a folder, see How to Download, Print, Email, or Send to Dropbox Documents Saved in a Folder .

Take the following steps download the items:

1. Click Actions next to the folder name at the top left of the page.
2. Click Download Folder.
3. Under Basic Options, select your choices for Include document attachments, File type, and Filename.
4. Review Formatting Options and make changes as necessary.
5. Click Download.

Note:  A progress message opens at the bottom left of your screen. The message minimizes and closes automatically after the document is processed for delivery. If you need to access the delivered document again, you can retrieve your document from your History . For more information on how to obtain your documents from your History, see  How to Retrieve Documents from History .

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