Lists

Lists are a static collection of documents with user defined attributes. These matter level folders are used to share or prepare documents for various tasks during the life of the matter. Documents can receive the List attribute when coding on the Document Viewer through mass actions. A document may reside in multiple Lists.

Note: The Explore by Lists pages is only present once a list attribute has been created.

To view the Explore by Lists page

  • Do one of the following:
  • In the Nebula menu bar, click Review > Explore > Lists.
  • In the Explore pane on the Nebula dash board, click Lists.

When exploring by Lists, you can perform the following actions:

  • Add a child folder (sub-folder) to a List folder.

To add a sub-folder to a list

  1. In the Explore by Lists table, locate the lists you want to work with.
  2. Click its Action icon and select Add child.
  3. On the Add Child dialog box, enter a Name and Description for the sub-folder.
  4. Click OK.
  • Edit the name, description, or level of privacy of a List folder.

To edit a sub-folder of a list

  1. In the Explore by Lists table, locate the lists you want to work with.
  2. Click its Action icon and select Edit.
  3. On the Edit list dialog box, edit the a Name, Description, or Privacy accordingly.
  4. Click OK.
  • Delete a List folder.

To delete a list

  1. IIn the Explore by Lists table, locate the lists you want to work delete.
  2. Click its Action icon and select Delete.
  3. On the Delete Confirmation window, click OK.