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.
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.