Document File Management

Matter file lists can grow quickly. FluentCase includes selection and folder tools to help staff manage large document sets without opening each file individually.

Bulk Selection

Use available selection controls to select many files at once. Depending on the view, you may be able to:

Select all files in a folder
Shift-select a range of files
Clear a selection
Bulk delete selected files when permissions allow

Always review the selected count before taking a bulk action.

Folder Controls

Use folder expand and collapse controls to focus on the section you are working in. This is especially helpful for matters with many file folders or imported document sets.

Search and Filtering

Use the file search bar to narrow the list before selecting files. If the search bar is fixed at the top of the file area, you can refine the search even after scrolling.

Finding a Matter by Document Content

If you only have an identifier from correspondence, such as a claim number, search document contents instead of matter names:

From outside a matter, click the Search Matters bar at the top of the page
Choose Search case documents instead
Type the identifier in Search Document Contents (firmwide)
Open a result to view the document and the matter it belongs to

Inside a matter, document content search is limited to that matter’s documents.

Deletion Notes

Some documents cannot be deleted because they are connected to audit records, messages, activities, or Print & Mail requests. If deletion is blocked, read the message carefully before changing related records.