Organizing with Folders

Keep your documents organized using Infera's folder system.

Folder Structure and Organization

When you upload documents or zip files to Infera, the folder structure from your upload is automatically preserved. This means that if your files are organized into folders on your computer (including nested folders inside a zip archive), they'll appear the same way in Infera after upload.

Note: Creating new folders, moving files between folders, or renaming/deleting folders from within Infera is not currently available. These features are planned for a future release.

How Should I Structure My Uploads?

Most firms organize their uploads by case, usually with folders for each party involved. Sometimes, additional nesting is used—for example, subfolders for specific accounts or sources of documents.

Here’s a common example:

├── Smith v. Smith
│   ├── Petitioner - John Smith
│   │   ├── Bank of America Checking
│   │   ├── 401k Statements
│   │   └── Paystubs
│   └── Respondent - Jane Smith
│       ├── Chase Checking
│       └── Tax Returns

Set up folders like this on your computer before uploading to Infera. The structure will be preserved exactly as you arrange it.

Choose a layout that best fits your firm's workflow—whatever structure you use on upload will remain in Infera.

Folder & File Actions (Coming Soon)

We are actively working on features that will let you:

• Create new folders from within the app
• Move or drag files between folders
• Rename and delete folders
• Create nested folders

Stay tuned for updates!

Searching Within Folders

Currently, you can browse your uploaded folder structure as it appears in your upload. Searching is performed across all documents unless otherwise specified.

In upcoming versions, folder-specific search and advanced filtering will be available.

If you need to organize your documents, we recommend structuring them into folders before uploading to Infera for now.

See Document Search for more search options.