The Create New Matter option on the right-click menu on a Matter library by default creates a single document set for each new matter.
If your matters contain standard sub folders Create New Matter can be configure to also create these by adding a MatterConfiguration.xml file located under:
C:\Users\<profile name>\AppData\Roaming\MacroView Extensions\CreateNewMatter
When all matters have the same sub folder structure
If all of your matters contain the same standard set of sub folders set the <UseMatterTypes> value to true and specific the required sub folder names.
Create New Matter will then provide a single right-click menu option to create the matter and its sub folders.
When different matter types have the different sub folder structures
If you have multiple matters types that each have a separate sub folder structure set the <UseMatterTypes> value to true and create a <MatterType> section in the configuration file for each different matter type. Each <MatterType> entry can then have its own set of standard sub folders.
Create New Matter will then provide a sub menu of matter types, each with its own default sub folder structure.
Using a different document set content type
By default Create New Matter use the Matter Document Set content type for new matters. To change the content type used edit the <MatterContentType> value in the configuration file. If this content type does not exist in the selected library the Create New Matter option will be disabled on right-click menu.
Download a sample configuration file
- Create new Matter 1.1.1 or later