No option for Law Firm

It’s about time I put up a post for another in the WorkSite Tips & Tricks category. This one is a couple of suggestions for helping manage your My Matters list (or My Workspaces, My files etc)

• Use categories : rather than have one long list of shortcuts to matters, use categories to organise them into logical units (e.g. clients etc). This is a simple to do, right click on My Files and select New>Category. In the example below I have a “Group” workspaces category and then a list of my workspace shortcuts and another category which has all the IT workspaces.

One of the annoyances of the FileSite app is the inability to remove >1 shortcut at a time, to tidy up for example. But there is a way to do this:-

• To quickly remove shortcuts from My matters, rather than doing the right click delete many times, choose Add shortcuts…  From here you can go into your My Files and multi‐select shortcuts within this dialog, then delete all old workspaces in one go.