Work Folders List

Overview

The Work Folders List is the left-most panel on the Room Main Page and is used to organize and navigate documents within a Room. Every Room contains a root folder named Work Folders, this root folder cannot be deleted or renamed

Folders may contain:

• Documents

• Subfolders

• Virtual groupings (such as Saved Searches or Review Sets)

• The selected folder determines which documents appear in the Document List.

Each Room contains a root folder named Work Folders, which cannot be renamed or deleted.

The visibility of folders and available actions within the Work Folders List are dependent on the User’s assigned permissions.

Getting There

To access the Work Folders List:

1. Open a Room from My Rooms

2. Locate the panel on the left side of the Room Main Page

Selecting the three-dot menu near expand/collapse arrows allows configuration of:

• Show recursive document counts

When enabled (default), a grand total count appears showing documents in the folder and all subfolders.

Folder Icons & Indicators

Icons displayed next to a folder indicate its properties and access level.

Access Indicators

• Folder icon (standard): User has access to documents in the folder

• Restricted folder icon: User does not have access to documents in the folder

Icon	Meaning
	Indicates that user has access to the folder
	Indicates that user do not have access to the folder
	Indicates that the user have Manage permission on this folder.

Manage Permission Indicator

A special icon indicates that a User has Manage permission on the folder.

Manage permission allows the User to:

• Upload files or folders

• Download files or folders

• Delete files or folders

• Rename files or folders

• Add subfolders

• Move or copy files

• Create Document Requests (requires additional Room permission)

Users without the right permission will not see these options.

Additional Folder Labels

Folders may also display:

• Document count (number of documents in the folder)

• Grand count (documents in folder + subfolders)

• Search hit labels (when search filters are applied)

• Subscription indicator (folder alerts enabled)

• Production indicators (numbered, produced, or pending)

• Context menu button (three dots)

Special Folders 

Certain folders appear only under specific configurations or permissions (Admins and Power Users).

1. Search & Filter Folders

• All Search Hits (appears when a search filter is applied)

• Linked Documents

• Saved Search folders

Icon	Meaning
	A temporary folder that appears when a Quick Search or Advanced Search is executed. See Saved Searches
	When a user clicks a shared link (created using the 'Copy Link to Selected Documents' option) for a specific set of documents, the system will open a folder containing those documents. Because the link targets the documents directly, and not the folder's location, the system will not display the original path or location of these documents.
	Indicates that this folder was created as the result of a saved search created thru Search Manager or by dragging and dropping All Search Hits folder.

2. User-Specific Folders

• My Starred Items

• Shared With Me

• Shared With Others

Icon	Meaning
	A temporary folder that appears when a Quick Search or Advanced Search is executed. See Saved Searches
	When a user clicks a shared link (created using the 'Copy Link to Selected Documents' option) for a specific set of documents, the system will open a folder containing those documents. Because the link targets the documents directly, and not the folder's location, the system will not display the original path or location of these documents.
	Indicates that this folder was created as the result of a saved search created thru Search Manager or by dragging and dropping All Search Hits folder.
	Contains documents that you have deleted from any folder

3. eDiscovery Mode Folders (Admin / Power User)

When eDiscovery mode is enabled, additional folders may appear:

• Review Sets

• eDiscovery Sources

  • Custodian folders

    • Data Source folders

• Models

• Productions

• Imports

• Pending Automated Deletion

• Quarantine

These folders are generally visible only to Admin Users or Power Users, depending on role configuration.

Icon	Meaning
	All review sets and batches are found here. Users may be given permission to access any specific set of documents for review.
	Contains all processed data under any specific custodian and data sources.
	Specify the person or entity the data is associated with.
	Specify the specific locations (e.g., Email or PST, Loose Files) where their data was collected.
	Contains all AI models created in the room. A model folder cannot be deleted when is associated with a Quik Assisted Review Set
	Groups all productions created in the room.  Only shown on rooms (not templates) when Ediscovery mode is enabled.  Only seen by Admins and Power Users  You will see production folders ordered by Begin Bates and then Folder Name.
	Contains all data uploaded in the room using the Importer app.
	Pending Automated Deletion folder displays all documents that have met their flagged for deletion date.  Only shown when room has Automatic Document Deletion mode enabled.
	Displays all quarantined documents in the room the user has access to. If there's no quarantined documents, this folder is hidden.
	Work Lists folder groups all lists created in the room.  Only seen by Admins, Power Users and users with See Room Work Lists room permission

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Work Folder vs. eDiscovery Sources - Document Count

The eDiscovery Sources count shows the total number of documents across all source folders, including duplicates. The same document can exist in multiple source folders and will be counted each time - so this number is not a count of unique documents.

The Work Folder reflects your deduplicated, unique document set. After processing, duplicate documents are replaced by the master document, and the duplicates are moved to Manage Orphan Documents. What remains in the Work Folder is your actual reviewable set.

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Notes

By understanding permission-based distinctions in the Work Folders List, a User can:

• Navigate document structures efficiently

• Identify available administrative capabilities

• Understand why certain options are not visible

• Manage documents appropriately within assigned access levels

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Related Articles

• Room Main Page

• Documents List

• Document Viewer

• Searching in QuikData