Faster Drive: Configuring Faster Drive's File and Folder Settings

Modified on Tue, 01 Aug 2023 at 11:48 AM

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Configuring Faster Drive file settings

Let’s look at how to configure Faster Drive’s organizational folders to be more familiar.

We’ll start by going to our global settings panel by clicking Faster Suite on the Faster Ribbon, clicking the settings wheel, then selecting Cloud Drive on the left and Matters across the top.  Everything on this tab relates to how Faster Drive’s organizational folders appear.

Faster Drive Folder Structure

The first setting is the most important, it will dictate what folders appear in Faster Drive and what information from Clio is used in their names.  The default setting is Status > Client > Matter Number and Matter Description.

If we look at Faster Drive, we’ll see that we have status folders, client folders, and matter folders named with the matter number and matter description just like the setting indicates.

Presets and How to Read Them

If the default folder structure doesn’t make sense to us and we’d like something a little bit different, we can select any other option from the drop-down, such as Attorney > Client - Matter Description.

Notice that client and matter description are separated with a hyphen instead of an angle bracket.  This means that the client name and the matter description will both appear in the name of the folder.

Let’s hit Save and take a look at Faster Drive again.  We should now have a list of attorneys in the Faster Drive root folder, and each attorney folder has a list of matters organized by client name.

If we can’t find the structure we want in the drop-down menu, we can configure your own by clicking the pencil icon to the right.  This process is a little more advanced but we can get really specific with how our files are organized.

Clicking the ellipsis button will reveal a list of tokens that we can use in our folder structure.  Let's clear the folder structure and double-click some tokens to add them back.  Keep in mind that everything in Clio is matter centric, so the only thing we actually need here is matter number or matter description, everything else is optional.

Now that we’ve added some tokens, we should know how to format them for what we want.  All tokens are enclosed in curly brackets ( { } ), and backslashes ( \ ) will separate folders, so if we want two pieces of information in the same folder name, we can just remove the backslash between them.

Anything not enclosed in curly brackets will appear in the folder name as it appears here, so we can separate matter number and matter description with a hyphen ( - )to add a hyphen to the folder name.

Now if we click save and go to Faster Drive, we should see our newly configured folder structure appear.  If we ever want to go back to a preset structure, we can just click the pencil icon again to get the preset drop-down back.

Other Settings

There are a few other settings on this tab.

The second drop-down will separate large numbers of folders into other folders named by the first character in the original folder names to make things easier to navigate.

The third drop-down lets us choose how many characters to display in organizational folder names.  If the folder name is longer than this setting indicates, it will be ellipsized.

The last setting lets you choose whether to display client names by first or last name first.

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