How to edit the File Location that appears in the Case Index of a case.
Navigate to the case that needs a file location added.
Click on the dark green dropdown arrow in the top right corner of the case (next to the Case Status Bar) and select the Edit Case Index option.
A pop-up window will appear.
NOTE: A shortcut to open the Case Index is to click the letter 'i' on your keyboard.
In the Edit Case Index pop-up, locate the File Location field. Click on the dropdown to search and select the correct location.
Click Save.
The File Location will now be visible under the Case Index at the top of any page of the case.
NOTE: The options listed under File Location depend on the File Locations that have been created for your firm. Here's how to create File Locations.