Sorting the Columns 

1. Go to Case Enquiry and open a Matter

1. Click on the Matter Files tab 
2. The Documents will appear in the default order of Date Created with the most recent document at the top

1. Click on any column heading to re-sort the documents in that column by the subject of the column

1. To save the preferred sorting Go to File
2. Select Form Layout and then Save Form Layout 

Grouping by the Column Headers 

1. Go to Case Enquiry and open a Matter 

1. Click on the Matter Files tab
2. The Documents will appear in the default order of Date Created with the most recent document at the top

1. To group by a column type, drag the required column header into the blue line above the column headers

1. This will show the documents grouped by the column selected 

1. To add another level of grouping drag another column header into the blue area

1. This will then show another sub level of grouping of the documents 

1. To save the preferred grouping go to File
2. Select Form Layout and then Save Form Layout 

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